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iShares Russell 2500 ETF
SMMD

Overview Fund Activity

89 hedge funds and large institutions have $247M invested in iShares Russell 2500 ETF in 2021 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 37 increasing their positions, 15 reducing their positions, and 5 closing their positions.

Holders
89
Holders Change
+23
Holders Change %
+34.85%
% of All Funds
1.37%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
29
Increased
37
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$15.1M
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$12.9M
3
W
3
WealthOne
New York
$11.7M
4
JPG
4
Jordan Park Group
California
$3.84M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$25.5M

Top Sellers

1
LPWM
1
Lake Point Wealth Management
Texas
$6.28M
2
SWM
2
Southern Wealth Management
Texas
$0
3
OWM
3
OneAscent Wealth Management
Alabama
$0
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$12.9M
5
IWS
5
Insight Wealth Strategies
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$25.5M 383,432 +55,848 +17%
Bank of America
2
Bank of America
North Carolina
$19.9M 300,143 +48,157 +19%
Truist Financial
3
Truist Financial
North Carolina
$15.1M 226,821 +192,627 +563%
BCI
4
Brinker Capital Investments
Pennsylvania
$14.3M 215,176 -2,083 -1%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$12.9M 195,028 -4,679 -2%
JPMPWA
6
J.P. Morgan Private Wealth Advisors
California
$12.9M 194,419 +188,594 +3,238%
W
7
WealthOne
New York
$11.7M 175,578 +66,907 +62%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$11.6M 175,281 +25,844 +17%
S
9
Surevest
California
$10.8M 162,779 -312 -0.2%
LFGH
10
Lee Financial Group Hawaii
Hawaii
$10.4M 156,299 +204 +0.1%
US Bancorp
11
US Bancorp
Minnesota
$9.4M 141,588 +5,833 +4%
ARG
12
Advisory Resource Group
Oklahoma
$8.21M 135,175 +26,843 +25%
LPWM
13
Lake Point Wealth Management
Texas
$6.28M 94,529 -326,360 -78%
LPL Financial
14
LPL Financial
California
$5.89M 88,697 -3,856 -4%
D
15
Diversified
Delaware
$5.65M 85,118 +16,303 +24%
DWP
16
Destiny Wealth Partners
Florida
$4.64M 69,839 +989 +1%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$4.32M 65,029 -297 -0.5%
UBS Group
18
UBS Group
Switzerland
$4.29M 64,680 +38,537 +147%
SWPG
19
Strategic Wealth Partners Group
Illinois
$3.88M 58,411 +1,105 +2%
JPG
20
Jordan Park Group
California
$3.84M 57,801 +57,801 New
LHC
21
Little House Capital
Massachusetts
$3.01M 45,346 +2,179 +5%
Osaic Holdings
22
Osaic Holdings
Arizona
$2.51M 37,813 +32,759 +648%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$2.36M 35,524 +2,485 +8%
CAM
24
Cresset Asset Management
Illinois
$2.26M 34,075 +21,338 +168%
CTC
25
Central Trust Company
Missouri
$2.12M 31,913 +30,797 +2,760%
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