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iShares Russell 2500 ETF
SMMD

Overview Fund Activity

97 hedge funds and large institutions have $273M invested in iShares Russell 2500 ETF in 2022 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 40 increasing their positions, 23 reducing their positions, and 13 closing their positions.

Holders
97
Holders Change
+8
Holders Change %
+8.99%
% of All Funds
1.54%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
24
Increased
40
Reduced
23
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWMA
1
Heritage Wealth Management (Arizona)
Arizona
$29.4M
2
PWS
2
Paragon Wealth Strategies
Florida
$25.4M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$29.3M
4
CAM
4
Cresset Asset Management
Illinois
$6.34M
5
LHC
5
Little House Capital
Massachusetts
$6.28M

Top Sellers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$1.16M
2
LPWM
2
Lake Point Wealth Management
Texas
$72K
3
D
3
Diversified
Delaware
$0
4
Bank of America
4
Bank of America
North Carolina
$14.3M
5
S
5
Surevest
California
$7.38M
Name Market Value Shares Shares
Change 		Shares
Change %
HWMA
1
Heritage Wealth Management (Arizona)
Arizona
$29.4M 471,312 +471,312 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$29.3M 469,675 +86,243 +22%
PWS
3
Paragon Wealth Strategies
Florida
$25.4M 407,195 +407,195 New
Bank of America
4
Bank of America
North Carolina
$14.3M 229,127 -71,016 -24%
Truist Financial
5
Truist Financial
North Carolina
$13.2M 212,309 -14,512 -6%
BCI
6
Brinker Capital Investments
Pennsylvania
$12.6M 202,573 -12,603 -6%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$12.4M 199,231 +23,950 +14%
W
8
WealthOne
New York
$12M 192,513 +16,935 +10%
Mercer Global Advisors
9
Mercer Global Advisors
Colorado
$12M 192,253 -2,775 -1%
ARG
10
Advisory Resource Group
Oklahoma
$9.07M 145,403 +10,228 +8%
US Bancorp
11
US Bancorp
Minnesota
$9.01M 144,359 +2,771 +2%
S
12
Surevest
California
$7.38M 118,272 -44,507 -27%
CAM
13
Cresset Asset Management
Illinois
$6.34M 101,565 +67,490 +198%
LHC
14
Little House Capital
Massachusetts
$6.28M 100,598 +55,252 +122%
LPL Financial
15
LPL Financial
California
$5.28M 84,580 -4,117 -5%
DWP
16
Destiny Wealth Partners
Florida
$5.24M 83,938 +14,099 +20%
SWPG
17
Strategic Wealth Partners Group
Illinois
$3.46M 55,480 -2,931 -5%
KCM
18
Kendall Capital Management
Maryland
$3.27M 52,466 +34,812 +197%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$3.23M 51,741 -13,288 -20%
CTC
20
Central Trust Company
Missouri
$3.17M 50,746 +18,833 +59%
CCM
21
Coldstream Capital Management
Washington
$2.71M 43,477 +43,477 New
UBS Group
22
UBS Group
Switzerland
$2.7M 43,224 -21,456 -33%
JPG
23
Jordan Park Group
California
$2.63M 42,084 -15,717 -27%
CAN
24
Cetera Advisor Networks
California
$2.53M 40,527 +9,208 +29%
Osaic Holdings
25
Osaic Holdings
Arizona
$2.48M 39,770 +1,957 +5%
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