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iShares Russell 2500 ETF
SMMD

Overview Fund Activity

122 hedge funds and large institutions have $426M invested in iShares Russell 2500 ETF in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 53 increasing their positions, 41 reducing their positions, and 8 closing their positions.

Holders
122
Holders Change
+2
Holders Change %
+1.67%
% of All Funds
1.92%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
11
Increased
53
Reduced
41
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCM
1
Coldstream Capital Management
Washington
$77.1M
2
Bank of America
2
Bank of America
North Carolina
$18.9M
3
Fifth Third Bancorp
3
Fifth Third Bancorp
Ohio
$25.9M
4
AWS
4
Atria Wealth Solutions
New York
$3.3M
5
US Bancorp
5
US Bancorp
Minnesota
$14M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$17M
2
EWA
2
EP Wealth Advisors
California
$526K
3
CAN
3
Cetera Advisor Networks
California
$830K
4
TRCT
4
Tower Research Capital (TRC)
New York
$413K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$755K
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
1
Coldstream Capital Management
Washington
$77.1M 1,341,668 +190,213 +17%
Fifth Third Bancorp
2
Fifth Third Bancorp
Ohio
$25.9M 450,141 +67,199 +18%
WANY
3
Wealthspire Advisors (New York)
New York
$21.5M 374,305 +11,452 +3%
BC
4
Brio Consultants
California
$19.2M 334,105 +3,013 +0.9%
Bank of America
5
Bank of America
North Carolina
$18.9M 328,013 +80,860 +33%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$17M 295,183 -74,555 -20%
Truist Financial
7
Truist Financial
North Carolina
$15M 261,769 -5,527 -2%
W
8
WealthOne
New York
$14M 244,008 +4,129 +2%
US Bancorp
9
US Bancorp
Minnesota
$14M 243,202 +43,321 +22%
ARG
10
Advisory Resource Group
Oklahoma
$11.5M 200,842 -18,335 -8%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$11.4M 198,952 +745 +0.4%
CWM
12
CMH Wealth Management
New Hampshire
$10.9M 190,482 +4,335 +2%
BCI
13
Brinker Capital Investments
Pennsylvania
$10.3M 178,687 -10,435 -6%
OPS
14
Orion Portfolio Solutions
Nebraska
$10.3M 178,687 -10,435 -6%
CAM
15
Cresset Asset Management
Illinois
$9.45M 164,511 -6,575 -4%
SWPG
16
Strategic Wealth Partners Group
Illinois
$9.16M 159,313 +7,363 +5%
HighTower Advisors
17
HighTower Advisors
Illinois
$7.63M 132,882 +7,494 +6%
CG
18
Colony Group
Massachusetts
$7.55M 131,421 -15,255 -10%
CTC
19
Central Trust Company
Missouri
$7.55M 131,374 +12,301 +10%
KCM
20
Kendall Capital Management
Maryland
$7.48M 130,227 +11,651 +10%
BFG
21
Berger Financial Group
Minnesota
$7.06M 122,772 +8,977 +8%
GWSA
22
Global Wealth Strategies & Associates
Colorado
$7.05M 122,713 +6,981 +6%
UBS Group
23
UBS Group
Switzerland
$6.83M 118,874 +5,167 +5%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$5.68M 98,757 +34,599 +54%
TF
25
Trek Financial
Arizona
$3.93M 68,456 +36,300 +113%
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