SMMD icon

iShares Russell 2500 ETF
SMMD

Overview Fund Activity

194 hedge funds and large institutions have $1.14B invested in iShares Russell 2500 ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 72 increasing their positions, 70 reducing their positions, and 18 closing their positions.

Holders
194
Holders Change
+3
Holders Change %
+1.57%
% of All Funds
2.6%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
25
Increased
72
Reduced
70
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAP
1
Wealthcare Advisory Partners
Pennsylvania
$12.2M
2
GKWIM
2
Gerber Kawasaki Wealth & Investment Management
California
$7.85M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$33.3M
4
CTC
4
Central Trust Company
Missouri
$42.1M
5
MCM
5
MAI Capital Management
Ohio
$4.01M

Top Sellers

1
CCM
1
Coldstream Capital Management
Washington
$65.8M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$41.3M
3
Truist Financial
3
Truist Financial
North Carolina
$12.6M
4
CWM
4
CMH Wealth Management
New Hampshire
$8.62M
5
CAM
5
Congress Asset Management
Massachusetts
$3.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAP
176
Arax Advisory Partners
Colorado
$45.9K +$45.9K +677 New
FCAS
177
First Command Advisory Services
Texas
$43.9K +$43.9K +648 New
WTC
178
WhitTier Trust Company
Nevada
$38.9K – – –
PMFA
179
Plante Moran Financial Advisors
Michigan
$32.3K +$21.1K +311 +187%
HI
180
Harbour Investments
Wisconsin
$26.2K -$11.3K -167 -30%
TLCM
181
Twin Lakes Capital Management
California
$22.6K – – –
PTC
182
Private Trust Company
Ohio
$22.4K +$1.76K +26 +9%
GWSA
183
Global Wealth Strategies & Associates
Colorado
$14K – – –
SPP
184
Single Point Partners
Massachusetts
$12K – – –
GWSG
185
GPS Wealth Strategies Group
Colorado
$11.3K – – –
IA
186
IFP Advisors
Florida
$10.6K – – –
AG
187
AmeriFlex Group
Nevada
$6.02K – – –
GRP
188
Global Retirement Partners
California
$4.93K +$4.93K +73 New
AssetMark Inc
189
AssetMark Inc
California
$4.14K -$610 -9 -13%
BTI
190
Blue Trust Inc
Georgia
$3.59K – – –
Qube Research & Technologies (QRT)
191
Qube Research & Technologies (QRT)
United Kingdom
$2.51K +$2.51K +37 New
PS
192
Principal Securities
Iowa
$1.7K – – –
DIP
193
DT Investment Partners
Pennsylvania
$1.36K – – –
AAS
194
Ameritas Advisory Services
Nebraska
$439 +$439 +6 New
AWM
195
AE Wealth Management
Kansas
$203 – – –
ARG
196
Advisory Resource Group
Oklahoma
– -$2.1M -33,624 Closed
MFG
197
MidWestOne Financial Group
Iowa
– -$1.7M -27,226 Closed
FTUS
198
Flow Traders U.S.
New York
– -$1.48M -23,663 Closed
CWM
199
Congress Wealth Management
Massachusetts
– -$1.1M -17,641 Closed
TSS
200
Two Sigma Securities
New York
– -$563K -9,001 Closed
5 6 7
8
9