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iShares Russell 2500 ETF
SMMD

Overview Fund Activity

100 hedge funds and large institutions have $288M invested in iShares Russell 2500 ETF in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 47 increasing their positions, 24 reducing their positions, and 15 closing their positions.

Holders
100
Holders Change
+3
Holders Change %
+3.09%
% of All Funds
1.69%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
19
Increased
47
Reduced
24
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCM
1
Coldstream Capital Management
Washington
$22.4M
2
BC
2
Brio Consultants
California
$16.4M
3
WANY
3
Wealthspire Advisors (New York)
New York
$9.26M
4
Truist Financial
4
Truist Financial
North Carolina
$20.2M
5
US Bancorp
5
US Bancorp
Minnesota
$10.5M

Top Sellers

1
PWS
1
Paragon Wealth Strategies
Florida
$0
2
HWMA
2
Heritage Wealth Management (Arizona)
Arizona
$22.2M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$22.7M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$420K
5
Bank of America
5
Bank of America
North Carolina
$10.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$22.7M 439,364 -30,311 -6%
CCM
2
Coldstream Capital Management
Washington
$22.4M 433,008 +389,531 +896%
HWMA
3
Heritage Wealth Management (Arizona)
Arizona
$22.2M 429,265 -42,047 -9%
Truist Financial
4
Truist Financial
North Carolina
$20.2M 390,598 +178,289 +84%
BC
5
Brio Consultants
California
$16.4M 315,389 +315,389 New
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$11.7M 226,485 +27,254 +14%
BCI
7
Brinker Capital Investments
Pennsylvania
$11.5M 223,658 +21,085 +10%
Bank of America
8
Bank of America
North Carolina
$10.8M 209,753 -19,374 -8%
US Bancorp
9
US Bancorp
Minnesota
$10.5M 202,454 +58,095 +40%
W
10
WealthOne
New York
$10.2M 198,114 +5,601 +3%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$9.91M 191,931 -322 -0.2%
WANY
12
Wealthspire Advisors (New York)
New York
$9.26M 179,382 +179,382 New
LFGH
13
Lee Financial Group Hawaii
Hawaii
$8.02M 155,413 +34 +0%
ARG
14
Advisory Resource Group
Oklahoma
$7.77M 150,577 +5,174 +4%
LHC
15
Little House Capital
Massachusetts
$7.77M 150,433 +49,835 +50%
CAM
16
Cresset Asset Management
Illinois
$6.78M 132,385 +30,820 +30%
S
17
Surevest
California
$6.35M 122,971 +4,699 +4%
DWP
18
Destiny Wealth Partners
Florida
$4.33M 83,921 -17 -0%
LPL Financial
19
LPL Financial
California
$4.05M 78,537 -6,043 -7%
CTC
20
Central Trust Company
Missouri
$3.89M 75,314 +24,568 +48%
KCM
21
Kendall Capital Management
Maryland
$3.59M 69,526 +17,060 +33%
SWPG
22
Strategic Wealth Partners Group
Illinois
$3.03M 58,712 +3,232 +6%
CWM
23
Congress Wealth Management
Massachusetts
$2.82M 54,584 +16,390 +43%
HighTower Advisors
24
HighTower Advisors
Illinois
$2.79M 54,089 +54,089 New
UBS Group
25
UBS Group
Switzerland
$2.71M 52,576 +9,352 +22%
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