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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
HI
176
Harbour Investments
Wisconsin
$28.6K +$71 +1 +0.3%
TLCM
177
Twin Lakes Capital Management
California
$24.6K
PTC
178
Private Trust Company
Ohio
$24.4K +$71 +1 +0.3%
GWSA
179
Global Wealth Strategies & Associates
Colorado
$15.3K
SPP
180
Single Point Partners
Massachusetts
$12.4K
GWSG
181
GPS Wealth Strategies Group
Colorado
$12.3K +$71 +1 +0.6%
Allspring Global Investments
182
Allspring Global Investments
North Carolina
$10.6K -$80.2K -1,126 -89%
WIM
183
Westside Investment Management
California
$10.4K +$10K +141 New
AG
184
AmeriFlex Group
Nevada
$7.96K +$1.35K +19 +21%
ETC
185
Exchange Traded Concepts
Oklahoma
$6.49K -$229K -3,218 -97%
IA
186
IFP Advisors
Florida
$6.49K -$4.92K -69 -44%
GRP
187
Global Retirement Partners
California
$5.38K
AssetMark Inc
188
AssetMark Inc
California
$4.5K
BTI
189
Blue Trust Inc
Georgia
$3.91K
PS
190
Principal Securities
Iowa
$1.84K
DIP
191
DT Investment Partners
Pennsylvania
$1.48K
PNC Financial Services Group
192
PNC Financial Services Group
Pennsylvania
$737 +$713 +10 New
AWM
193
AE Wealth Management
Kansas
$221
Baird Financial Group
194
Baird Financial Group
Wisconsin
-$3.13M -46,169 Closed
Citadel Advisors
195
Citadel Advisors
Florida
-$2.04M -30,139 Closed
TRCT
196
Tower Research Capital (TRC)
New York
-$1.32M -19,522 Closed
Corient Private Wealth
197
Corient Private Wealth
Florida
-$824K -12,156 Closed
HF
198
HRT Financial
New York
-$421K -6,224 Closed
OMC
199
Old Mission Capital
Illinois
-$339K -4,995 Closed
Franklin Resources
200
Franklin Resources
California
-$329K -4,853 Closed

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.