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iShares Russell 2500 ETF
SMMD

Overview Fund Activity

129 hedge funds and large institutions have $406M invested in iShares Russell 2500 ETF in 2022 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 51 increasing their positions, 30 reducing their positions, and 4 closing their positions.

Holders
129
Holders Change
+28
Holders Change %
+27.72%
% of All Funds
2.08%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
38
Increased
51
Reduced
30
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCM
1
Coldstream Capital Management
Washington
$44.6M
2
HWMA
2
Heritage Wealth Management (Arizona)
Arizona
$49.6M
3
Fifth Third Bancorp
3
Fifth Third Bancorp
Ohio
$16.8M
4
CWM
4
CMH Wealth Management
New Hampshire
$9.51M
5
GWSA
5
Global Wealth Strategies & Associates
Colorado
$5.63M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$7.19M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.08M
3
LHC
3
Little House Capital
Massachusetts
$372K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$26.2M
5
DWP
5
Destiny Wealth Partners
Florida
$123K
Name Market Value Shares Shares
Change 		Shares
Change %
HWMA
1
Heritage Wealth Management (Arizona)
Arizona
$49.6M 932,486 +484,922 +108%
CCM
2
Coldstream Capital Management
Washington
$44.6M 838,543 +838,543 New
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$26.2M 492,361 -147,853 -23%
Fifth Third Bancorp
4
Fifth Third Bancorp
Ohio
$16.8M 316,219 +316,219 New
WANY
5
Wealthspire Advisors (New York)
New York
$16.8M 315,480 +104,062 +49%
BC
6
Brio Consultants
California
$16.7M 315,174 +13,074 +4%
Truist Financial
7
Truist Financial
North Carolina
$16.3M 307,557 +92,269 +43%
LFGH
8
Lee Financial Group Hawaii
Hawaii
$15.2M 286,470 -4,531 -2%
W
9
WealthOne
New York
$12.3M 231,424 +4,930 +2%
BCI
10
Brinker Capital Investments
Pennsylvania
$11.6M 218,884 +8,327 +4%
US Bancorp
11
US Bancorp
Minnesota
$11.2M 211,195 +13,177 +7%
Bank of America
12
Bank of America
North Carolina
$10.5M 197,606 -3,971 -2%
CWM
13
CMH Wealth Management
New Hampshire
$9.51M 178,968 +178,968 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$9.21M 173,340 -7,364 -4%
ARG
15
Advisory Resource Group
Oklahoma
$9.09M 171,084 +15,591 +10%
CAM
16
Cresset Asset Management
Illinois
$8.08M 152,029 -21,677 -12%
CG
17
Colony Group
Massachusetts
$7.49M 140,927 +4,843 +4%
UBS Group
18
UBS Group
Switzerland
$7.19M 135,211 -244,914 -64%
CTC
19
Central Trust Company
Missouri
$6.76M 127,181 +42,811 +51%
HighTower Advisors
20
HighTower Advisors
Illinois
$5.91M 111,240 +7,799 +8%
GWSA
21
Global Wealth Strategies & Associates
Colorado
$5.63M 105,991 +105,991 New
KCM
22
Kendall Capital Management
Maryland
$5.63M 105,987 +27,161 +34%
AAG
23
Armstrong Advisory Group
Massachusetts
$4.75M 89,416 +89,416 New
SWPG
24
Strategic Wealth Partners Group
Illinois
$4.45M 83,654 +11,667 +16%
LPL Financial
25
LPL Financial
California
$3.93M 74,023 -8,860 -11%
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