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iShares Russell 2500 ETF
SMMD

Overview Fund Activity

195 hedge funds and large institutions have $1.15B 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, 71 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+4
Holders Change %
+2.09%
% of All Funds
2.62%
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
71
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
CCM
Coldstream Capital Management
Washington
$65.8M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$41.3M
3
Truist Financial
Truist Financial
North Carolina
$12.6M
4
CWM
CMH Wealth Management
New Hampshire
$8.62M
5
CAM
Congress Asset Management
Massachusetts
$3.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
OP
176
ORG Partners
Indiana
$51.6K -$12.7K -186 -20%
AAP
177
Arax Advisory Partners
Colorado
$45.9K +$45.9K +677 New
FCAS
178
First Command Advisory Services
Texas
$43.9K +$43.9K +648 New
WTC
179
WhitTier Trust Company
Nevada
$38.9K – – –
PMFA
180
Plante Moran Financial Advisors
Michigan
$32.3K +$21.1K +311 +187%
HI
181
Harbour Investments
Wisconsin
$26.2K -$11.3K -167 -30%
TLCM
182
Twin Lakes Capital Management
California
$22.6K – – –
PTC
183
Private Trust Company
Ohio
$22.4K +$1.76K +26 +9%
GWSA
184
Global Wealth Strategies & Associates
Colorado
$14K – – –
SPP
185
Single Point Partners
Massachusetts
$12K – – –
GWSG
186
GPS Wealth Strategies Group
Colorado
$11.3K – – –
IA
187
IFP Advisors
Florida
$10.6K – – –
AG
188
AmeriFlex Group
Nevada
$6.02K – – –
GRP
189
Global Retirement Partners
California
$4.93K +$4.93K +73 New
AssetMark Inc
190
AssetMark Inc
California
$4.14K -$610 -9 -13%
BTI
191
Blue Trust Inc
Georgia
$3.59K – – –
Qube Research & Technologies (QRT)
192
Qube Research & Technologies (QRT)
United Kingdom
$2.51K +$2.51K +37 New
PS
193
Principal Securities
Iowa
$1.7K – – –
DIP
194
DT Investment Partners
Pennsylvania
$1.36K – – –
AAS
195
Ameritas Advisory Services
Nebraska
$439 +$439 +6 New
AWM
196
AE Wealth Management
Kansas
$203 – – –
ARG
197
Advisory Resource Group
Oklahoma
– -$2.1M -33,624 Closed
MFG
198
MidWestOne Financial Group
Iowa
– -$1.7M -27,226 Closed
FTUS
199
Flow Traders U.S.
New York
– -$1.48M -23,663 Closed
CWM
200
Congress Wealth Management
Massachusetts
– -$1.1M -17,641 Closed
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