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iShares Russell 2500 ETF
SMMD

Overview Fund Activity

101 hedge funds and large institutions have $279M invested in iShares Russell 2500 ETF in 2022 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 45 increasing their positions, 25 reducing their positions, and 16 closing their positions.

Holders
101
Holders Change
+1
Holders Change %
+1%
% of All Funds
1.75%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
19
Increased
45
Reduced
25
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$18.9M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$31.9M
3
CG
3
Colony Group
Massachusetts
$6.77M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$5.15M
5
CAM
5
Cresset Asset Management
Illinois
$8.64M

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$10.7M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$8.99M
3
JPG
3
Jordan Park Group
California
$0
4
CL
4
CPWM LLC
Washington
$0
5
FA
5
FDx Advisors
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$31.9M 640,214 +200,850 +46%
HWMA
2
Heritage Wealth Management (Arizona)
Arizona
$22.3M 447,564 +18,299 +4%
UBS Group
3
UBS Group
Switzerland
$18.9M 380,125 +327,549 +623%
BC
4
Brio Consultants
California
$15.7M 302,100 -13,289 -4%
W
5
WealthOne
New York
$11.3M 226,494 +28,380 +14%
Truist Financial
6
Truist Financial
North Carolina
$10.7M 215,288 -175,310 -45%
WANY
7
Wealthspire Advisors (New York)
New York
$10.5M 211,418 +32,036 +18%
BCI
8
Brinker Capital Investments
Pennsylvania
$10.5M 210,557 -13,101 -6%
Bank of America
9
Bank of America
North Carolina
$10M 201,577 -8,176 -4%
US Bancorp
10
US Bancorp
Minnesota
$9.85M 198,018 -4,436 -2%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$9.29M 186,766 -5,165 -3%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$8.99M 180,704 -45,781 -20%
CAM
13
Cresset Asset Management
Illinois
$8.64M 173,706 +41,321 +31%
LHC
14
Little House Capital
Massachusetts
$7.87M 158,120 +7,687 +5%
ARG
15
Advisory Resource Group
Oklahoma
$7.74M 155,493 +4,916 +3%
CG
16
Colony Group
Massachusetts
$6.77M 136,084 +115,038 +547%
S
17
Surevest
California
$6.11M 122,879 -92 -0.1%
HighTower Advisors
18
HighTower Advisors
Illinois
$5.15M 103,441 +49,352 +91%
CTC
19
Central Trust Company
Missouri
$4.2M 84,370 +9,056 +12%
DWP
20
Destiny Wealth Partners
Florida
$4.18M 83,985 +64 +0.1%
LPL Financial
21
LPL Financial
California
$4.12M 82,883 +4,346 +6%
KCM
22
Kendall Capital Management
Maryland
$3.92M 78,826 +9,300 +13%
SWPG
23
Strategic Wealth Partners Group
Illinois
$3.58M 71,987 +13,275 +23%
CAN
24
Cetera Advisor Networks
California
$2.74M 55,077 +8,397 +18%
CWM
25
Congress Wealth Management
Massachusetts
$2.71M 54,546 -38 -0.1%
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