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iShares Russell 2500 ETF
SMMD

Overview Fund Activity

191 hedge funds and large institutions have $1.05B invested in iShares Russell 2500 ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 76 increasing their positions, 70 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
-4
Holders Change %
-2.05%
% of All Funds
2.6%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.07%
New
19
Increased
76
Reduced
70
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GT
Glenmede Trust
Pennsylvania
$141M
2
VAS
Vestmark Advisory Solutions
Massachusetts
$22.2M
3
HCA
Harbor Capital Advisors
Illinois
$12.7M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$25.3M
5
FWIA
Fort Washington Investment Advisors
Ohio
$94.1M

Top Sellers

1
KIM
Kestra Investment Management
Texas
$0
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$15.7M
3
CCM
Coldstream Capital Management
Washington
$75.6M
4
BC
Brio Consultants
California
$12M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$47.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jones Financial Companies
176
Jones Financial Companies
Missouri
$24.6K +$8.77K +140 +55%
AAG
177
Armstrong Advisory Group
Massachusetts
$24.1K – – –
TLCM
178
Twin Lakes Capital Management
California
$20.9K – – –
PTC
179
Private Trust Company
Ohio
$19K -$12.2K -195 -39%
GWSA
180
Global Wealth Strategies & Associates
Colorado
$12.9K – – –
SPP
181
Single Point Partners
Massachusetts
$12K – – –
HC
182
Hurley Capital
New York
$11.4K -$63 -1 -0.5%
PMFA
183
Plante Moran Financial Advisors
Michigan
$10.4K +$10.4K +166 New
GWSG
184
GPS Wealth Strategies Group
Colorado
$10.4K +$62 +1 +0.6%
IA
185
IFP Advisors
Florida
$9.82K -$5.25K -84 -35%
AG
186
AmeriFlex Group
Nevada
$5.56K – – –
AssetMark Inc
187
AssetMark Inc
California
$4.38K +$4.38K +70 New
BTI
188
Blue Trust Inc
Georgia
$3.32K -$1.75K -28 -35%
PS
189
Principal Securities
Iowa
$1.7K – – –
DIP
190
DT Investment Partners
Pennsylvania
$1.25K -$220K -3,511 -99%
AWM
191
AE Wealth Management
Kansas
$188 – – –
KIM
192
Kestra Investment Management
Texas
– -$37.4M -549,769 Closed
PCM
193
Palisade Capital Management
New Jersey
– -$5.2M -76,432 Closed
AI
194
Atria Investments
North Carolina
– -$567K -8,344 Closed
KPWS
195
Kestra Private Wealth Services
Texas
– -$564K -8,292 Closed
IAN
196
Integrated Advisors Network
Texas
– -$469K -6,894 Closed
OCM
197
One Capital Management
California
– -$460K -6,761 Closed
RFC
198
Regions Financial Corp
Alabama
– -$417K -6,127 Closed
BIM
199
Bridges Investment Management
Nebraska
– -$398K -5,860 Closed
CC
200
Chicago Capital
Illinois
– -$388K -5,699 Closed
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