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iShares Russell 2500 ETF
SMMD

Overview Fund Activity

65 hedge funds and large institutions have $142M invested in iShares Russell 2500 ETF in 2021 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 5 closing their positions.

Holders
65
Holders Change
+21
Holders Change %
+47.73%
% of All Funds
1.14%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
26
Increased
19
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$13.3M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$12.5M
3
HWMA
3
Heritage Wealth Management (Arizona)
Arizona
$12.4M
4
S
4
Surevest
California
$6.82M
5
ARG
5
Advisory Resource Group
Oklahoma
$8.19M

Top Sellers

1
SL
1
Stevard LLC
Illinois
$0
2
RJA
2
Raymond James & Associates
Florida
$522K
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
FTUS
4
Flow Traders U.S.
New York
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.67M
Name Market Value Shares Shares
Change 		Shares
Change %
BCI
1
Brinker Capital Investments
Pennsylvania
$13.3M 212,022 +212,022 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$12.5M 199,494 +199,494 New
HWMA
3
Heritage Wealth Management (Arizona)
Arizona
$12.4M 196,984 +196,984 New
Bank of America
4
Bank of America
North Carolina
$12.3M 196,360 +51,723 +36%
EWF
5
Epstein & White Financial
California
$11.6M 184,495 +11,095 +6%
LFGH
6
Lee Financial Group Hawaii
Hawaii
$10.4M 165,748 +62,108 +60%
US Bancorp
7
US Bancorp
Minnesota
$8.77M 139,391 -3,913 -3%
ARG
8
Advisory Resource Group
Oklahoma
$8.19M 130,173 +83,101 +177%
S
9
Surevest
California
$6.82M 108,405 +108,405 New
LPL Financial
10
LPL Financial
California
$5.69M 90,438 +26,997 +43%
DWP
11
Destiny Wealth Partners
Florida
$5.25M 83,466 -7,794 -9%
W
12
WealthOne
New York
$4.04M 64,159 +27,503 +75%
SWPG
13
Strategic Wealth Partners Group
Illinois
$3.33M 52,874 +29,635 +128%
TRCT
14
Tower Research Capital (TRC)
New York
$2.71M 43,055 +43,055 New
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$2.59M 41,096 -12,269 -23%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.67M 26,541 -15,844 -37%
LNC
17
Lincoln National Corp
Pennsylvania
$1.66M 26,330 -140 -0.5%
AWM
18
Altavista Wealth Management
North Carolina
$1.38M 21,980 +11,955 +119%
JIC
19
Johnson Investment Counsel
Ohio
$1.37M 21,768 +22 +0.1%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.05M 16,684 +3,288 +25%
HNB
21
Huntington National Bank
Ohio
– – – –
UWM
22
USAdvisors Wealth Management
Minnesota
$962K 15,293 +5,257 +52%
UBS Group
23
UBS Group
Switzerland
$959K 15,244 +6,379 +72%
TPWA
24
TRUE Private Wealth Advisors
Oregon
$925K 14,713 -9,424 -39%
AWM
25
Apollon Wealth Management
South Carolina
$765K 12,160 +12,160 New
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