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iShares Russell 2500 ETF
SMMD

Overview Fund Activity

120 hedge funds and large institutions have $372M invested in iShares Russell 2500 ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 50 increasing their positions, 43 reducing their positions, and 19 closing their positions.

Holders
120
Holders Change
-9
Holders Change %
-6.98%
% of All Funds
1.92%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
12
Increased
50
Reduced
43
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCM
1
Coldstream Capital Management
Washington
$63.1M
2
OPS
2
Orion Portfolio Solutions
Nebraska
$10.4M
3
BFG
3
Berger Financial Group
Minnesota
$6.24M
4
Fifth Third Bancorp
4
Fifth Third Bancorp
Ohio
$21M
5
SWPG
5
Strategic Wealth Partners Group
Illinois
$8.08M

Top Sellers

1
LFGH
1
Lee Financial Group Hawaii
Hawaii
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$20.3M
3
AAG
3
Armstrong Advisory Group
Massachusetts
$142K
4
PIMC
4
Praesidium Investment Management Company
New York
$0
5
Truist Financial
5
Truist Financial
North Carolina
$14.7M
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
1
Coldstream Capital Management
Washington
$63.1M 1,151,455 +312,912 +37%
Fifth Third Bancorp
2
Fifth Third Bancorp
Ohio
$21M 382,942 +66,723 +21%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$20.3M 369,738 -122,623 -25%
WANY
4
Wealthspire Advisors (New York)
New York
$19.9M 362,853 +47,373 +15%
BC
5
Brio Consultants
California
$18.2M 331,092 +15,918 +5%
Truist Financial
6
Truist Financial
North Carolina
$14.7M 267,296 -40,261 -13%
Bank of America
7
Bank of America
North Carolina
$13.5M 247,153 +49,547 +25%
W
8
WealthOne
New York
$13.2M 239,879 +8,455 +4%
ARG
9
Advisory Resource Group
Oklahoma
$12M 219,177 +48,093 +28%
US Bancorp
10
US Bancorp
Minnesota
$11M 199,881 -11,314 -5%
BCI
11
Brinker Capital Investments
Pennsylvania
$10.4M 189,122 -29,762 -14%
OPS
12
Orion Portfolio Solutions
Nebraska
$10.4M 189,122 +189,122 New
CWM
13
CMH Wealth Management
New Hampshire
$10.2M 186,147 +7,179 +4%
CAM
14
Cresset Asset Management
Illinois
$9.38M 171,086 +19,057 +13%
SWPG
15
Strategic Wealth Partners Group
Illinois
$8.08M 151,950 +68,296 +82%
CG
16
Colony Group
Massachusetts
$8.04M 146,676 +5,749 +4%
HighTower Advisors
17
HighTower Advisors
Illinois
$6.87M 125,388 +14,148 +13%
CTC
18
Central Trust Company
Missouri
$6.53M 119,073 -8,108 -6%
KCM
19
Kendall Capital Management
Maryland
$6.5M 118,576 +12,589 +12%
GWSA
20
Global Wealth Strategies & Associates
Colorado
$6.34M 115,732 +9,741 +9%
BFG
21
Berger Financial Group
Minnesota
$6.24M 113,795 +113,795 New
UBS Group
22
UBS Group
Switzerland
$6.23M 113,707 -21,504 -16%
CAN
23
Cetera Advisor Networks
California
$3.8M 69,255 +4,195 +6%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$3.52M 64,158 +17,604 +38%
JJBC
25
James J. Burns & Company
New York
$3.32M 60,583 +44,656 +280%
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