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iShares Russell 2500 ETF
SMMD

Overview Fund Activity

66 hedge funds and large institutions have $219M invested in iShares Russell 2500 ETF in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 14 reducing their positions, and 8 closing their positions.

Holders
66
Holders Change
+1
Holders Change %
+1.54%
% of All Funds
1.16%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
11
Increased
29
Reduced
14
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$12.8M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$9.59M
3
HWMA
3
Heritage Wealth Management (Arizona)
Arizona
$22M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$21M
5
SWPG
5
Strategic Wealth Partners Group
Illinois
$3.68M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
ARG
2
Advisory Resource Group
Oklahoma
$6.96M
3
SBL
3
Sargent Bickham Lagudis
Colorado
$202K
4
LPL Financial
4
LPL Financial
California
$5.94M
5
DWP
5
Destiny Wealth Partners
Florida
$4.42M
Name Market Value Shares Shares
Change 		Shares
Change %
LPWM
1
Lake Point Wealth Management
Texas
$27M 420,889 +11,828 +3%
HWMA
2
Heritage Wealth Management (Arizona)
Arizona
$22M 342,736 +84,166 +33%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$21M 327,584 +82,941 +34%
Bank of America
4
Bank of America
North Carolina
$16.2M 251,986 +14,313 +6%
BCI
5
Brinker Capital Investments
Pennsylvania
$14.4M 217,259 – –
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$12.8M 199,707 +199,707 New
S
7
Surevest
California
$10.5M 163,091 +12,900 +9%
LFGH
8
Lee Financial Group Hawaii
Hawaii
$10M 156,095 +15,744 +11%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$9.59M 149,437 +110,277 +282%
US Bancorp
10
US Bancorp
Minnesota
$8.72M 135,755 -2,026 -1%
W
11
WealthOne
New York
$6.98M 108,671 +25,269 +30%
ARG
12
Advisory Resource Group
Oklahoma
$6.96M 108,332 -23,247 -18%
LPL Financial
13
LPL Financial
California
$5.94M 92,553 -9,875 -10%
DWP
14
Destiny Wealth Partners
Florida
$4.42M 68,850 -7,387 -10%
D
15
Diversified
Delaware
$4.42M 68,815 +26,388 +62%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$4.19M 65,326 +3,972 +6%
SWPG
17
Strategic Wealth Partners Group
Illinois
$3.68M 57,306 +57,306 New
LHC
18
Little House Capital
Massachusetts
$2.77M 43,167 -1,237 -3%
Truist Financial
19
Truist Financial
North Carolina
$2.2M 34,194 +12,561 +58%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$2.12M 33,039 +22,927 +227%
CAN
21
Cetera Advisor Networks
California
$2M 31,155 +6,383 +26%
AWM
22
Altavista Wealth Management
North Carolina
$1.96M 30,472 +4,848 +19%
UBS Group
23
UBS Group
Switzerland
$1.68M 26,143 +5,456 +26%
LNC
24
Lincoln National Corp
Pennsylvania
$1.67M 25,977 -134 -0.5%
JIC
25
Johnson Investment Counsel
Ohio
$1.42M 22,088 -188 -0.8%
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