iShares Russell 2500 ETF
SMMD
198 hedge funds and large institutions have $1.16B invested in iShares Russell 2500 ETF in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 75 increasing their positions, 70 reducing their positions, and 18 closing their positions.
44% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 18
10% more capital invested
Capital invested by funds: $1.05B → $1.16B (+$105M)
3% more funds holding
Funds holding: 193 → 198 (+5)
7% more repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 70
5.41% less ownership
Funds ownership: 81.89% → 76.48% (-5.4%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$11.8M |
| 2 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$7.36M |
| 3 |
GKWIM
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
+$7.34M |
| 4 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$5.5M |
| 5 |
CTC
Central Trust Company
Jefferson City,
Missouri
|
+$4.83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
-$15.1M |
| 2 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
-$9.44M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$9.08M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$8.58M |
| 5 |
CWM
CMH Wealth Management
Portsmouth,
New Hampshire
|
-$8.32M |
SMMD Hedge Fund Activity: Q2 2025 in Review
198 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2500 ETF (SMMD) for Q2 2025, worth a combined $1.16B — up 10% from $1.05B a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new SMMD positions and 18 closed out — a net gain of 8 holders — while 75 added to existing stakes and 70 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $11.8M. The largest seller was Coldstream Capital Management, cutting an estimated $15.1M.
- 198 institutional investors held iShares Russell 2500 ETF (SMMD) as of Q2 2025, up from 193 in Q1 2025.
- Funds reported $1.16B of iShares Russell 2500 ETF stock for Q2 2025, up 10% quarter-over-quarter.
- 26 funds opened new iShares Russell 2500 ETF positions in Q2 2025 and 18 closed out, a net change of +8 holders.
- The largest iShares Russell 2500 ETF buyer in Q2 2025 was Osaic Holdings, an estimated $11.8M added.
- The largest iShares Russell 2500 ETF seller in Q2 2025 was Coldstream Capital Management, an estimated $15.1M sold.
Based on aggregated 13F filings for Q2 2025.