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iShares Russell 2500 ETF
SMMD

Overview Fund Activity

195 hedge funds and large institutions have $1.13B invested in iShares Russell 2500 ETF in 2024 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 90 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+24
Holders Change %
+14.04%
% of All Funds
2.6%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
39
Increased
90
Reduced
38
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GT
Glenmede Trust
Pennsylvania
$119M
2
CCM
Coldstream Capital Management
Washington
$108M
3
FWIA
Fort Washington Investment Advisors
Ohio
$92.8M
4
Bank of America
Bank of America
North Carolina
$46.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$52M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$592K
2
OMC
Old Mission Capital
Illinois
$0
3
AWS
Atria Wealth Solutions
New York
$512K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.54M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$718K
Name Holding Trade Value Shares
Change 		Shares
Change %
TCG
176
Transcendent Capital Group
Oklahoma
$33.7K +$26.9K +396 +396%
WTC
177
WhitTier Trust Company
Nevada
$33.6K +$6.39K +94 +24%
National Bank of Canada
178
National Bank of Canada
Quebec, Canada
$31.6K +$31.6K +464 New
EBA
179
Eagle Bay Advisors
New York
$29.9K +$29.9K +440 New
AAG
180
Armstrong Advisory Group
Massachusetts
$24.1K – – –
MRP
181
Measured Risk Portfolios
California
$23.1K +$23.1K +340 New
TLCM
182
Twin Lakes Capital Management
California
$22.7K – – –
Jones Financial Companies
183
Jones Financial Companies
Missouri
$17.2K +$17.2K +253 New
IA
184
IFP Advisors
Florida
$16.4K -$8.7K -128 -35%
GWSA
185
Global Wealth Strategies & Associates
Colorado
$14.1K – – –
HC
186
Hurley Capital
New York
$12.7K +$12.7K +184 New
SPP
187
Single Point Partners
Massachusetts
$12K +$2.08K +2,153 +21%
GWSG
188
GPS Wealth Strategies Group
Colorado
$11.2K – – –
SWM
189
Spire Wealth Management
Virginia
$10.3K +$68 +1 +0.7%
AA
190
Ancora Advisors
Ohio
$8.5K – – –
AG
191
AmeriFlex Group
Nevada
$6.24K +$6.24K +89 New
BTI
192
Blue Trust Inc
Georgia
$5.51K +$5.51K +81 New
GRP
193
Global Retirement Partners
California
$4.92K +$4.92K +72 New
GWM
194
Geneos Wealth Management
Colorado
$2.11K – – –
PS
195
Principal Securities
Iowa
$1.7K – – –
LOIP
196
Live Oak Investment Partners
Texas
$204 -$203 – –
AWM
197
AE Wealth Management
Kansas
$204 +$204 +3 New
OMC
198
Old Mission Capital
Illinois
– -$1.74M -25,651 Closed
CSPIA
199
Cary Street Partners Investment Advisory
Virginia
– -$1.01M -14,962 Closed
MWM
200
Moran Wealth Management
Florida
– -$680K -10,039 Closed
5 6 7
8
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