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iShares Russell 2500 ETF

192 hedge funds and large institutions have $1.35B invested in iShares Russell 2500 ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 87 increasing their positions, 54 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 54

16% more capital invested

Capital invested by funds: $1.16B → $1.35B (+$188M)

2.22% more ownership

Funds ownership: 76.33%78.56% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less funds holding

Funds holding: 197192 (-5)

20% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 15

Holders
192
Holders Change
-5
Holders Change %
-2.54%
% of All Funds
2.52%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
12
Increased
87
Reduced
54
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QCM
151
Quantinno Capital Management
New York
$243K -$9.62K -135 -4%
SFG
152
SevenBridge Financial Group
Pennsylvania
$241K -$47.4K -665 -17%
EIA
153
Edgemoor Investment Advisors
Maryland
$236K +$228K +3,200 New
CAL
154
Capital Analysts LLC
Pennsylvania
$233K -$57.2K -803 -20%
Jones Financial Companies
155
Jones Financial Companies
Missouri
$229K +$158K +2,213 +247%
GLA
156
Great Lakes Advisors
Illinois
$224K -$1.61M -22,597 -88%
FNT
157
First Nebraska Trust
Nebraska
$220K
NAM
158
NTV Asset Management
West Virginia
$219K
OFG
159
Opulen Financial Group
Virginia
$206K +$199K +2,791 New
EFS
160
Essex Financial Services
Connecticut
$200K +$194K +2,719 New
SWM
161
Spire Wealth Management
Virginia
$167K
FG
162
Fairman Group
Pennsylvania
$167K +$44.7K +627 +38%
AGWCA
163
Annis Gardner Whiting Capital Advisors
Florida
$143K
CPG
164
Cornerstone Planning Group
New Jersey
$103K +$13.3K +187 +15%
Bank of Montreal
165
Bank of Montreal
Ontario, Canada
$90.3K
Russell Investments Group
166
Russell Investments Group
United Kingdom
$89.2K
PA
167
Parallel Advisors
California
$87.1K -$37.1K -520 -31%
AC
168
AlphaCore Capital
California
$86.6K
CIBC Private Wealth Group
169
CIBC Private Wealth Group
Georgia
$80.4K +$9.97K +140 +15%
NRC
170
New Republic Capital
North Carolina
$71K +$68.6K +963 New
IWP
171
IAG Wealth Partners
Wisconsin
$60.1K
OP
172
ORG Partners
Indiana
$55.6K
AAP
173
Arax Advisory Partners
Colorado
$49.9K
WTC
174
WhitTier Trust Company
Nevada
$42.9K
SWP
175
Strategic Wealth Partners
Ohio
$41.3K +$39.9K +560 New

SMMD Hedge Fund Activity: Q3 2025 in Review

192 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2500 ETF (SMMD) for Q3 2025, worth a combined $1.35B — up 16% from $1.16B a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of SMMD and 12 opened new positions — a net loss of 3 holders — while 54 trimmed existing stakes and 87 added.

The largest buyer was Glenmede Investment Management, adding an estimated $33.8M. The largest seller was Susquehanna International Group, cutting an estimated $4.4M.

  • 192 institutional investors held iShares Russell 2500 ETF (SMMD) as of Q3 2025, down from 197 in Q2 2025.
  • Funds reported $1.35B of iShares Russell 2500 ETF stock for Q3 2025, up 16% quarter-over-quarter.
  • 12 funds opened new iShares Russell 2500 ETF positions in Q3 2025 and 15 closed out, a net change of -3 holders.
  • The largest iShares Russell 2500 ETF buyer in Q3 2025 was Glenmede Investment Management, an estimated $33.8M added.
  • The largest iShares Russell 2500 ETF seller in Q3 2025 was Susquehanna International Group, an estimated $4.4M sold.

Based on aggregated 13F filings for Q3 2025.