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iShares Russell 2500 ETF
SMMD

Overview Fund Activity

129 hedge funds and large institutions have $415M invested in iShares Russell 2500 ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 48 increasing their positions, 50 reducing their positions, and 7 closing their positions.

Holders
129
Holders Change
+7
Holders Change %
+5.74%
% of All Funds
2.06%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
14
Increased
48
Reduced
50
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCM
1
Coldstream Capital Management
Washington
$78.2M
2
CAMG
2
CWA Asset Management Group
Florida
$3.36M
3
CAM
3
Cresset Asset Management
Illinois
$11.2M
4
Fifth Third Bancorp
4
Fifth Third Bancorp
Ohio
$26.7M
5
CAM
5
Congress Asset Management
Massachusetts
$1.56M

Top Sellers

1
GWSA
1
Global Wealth Strategies & Associates
Colorado
$4.18M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.33M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$8.89M
4
AI
4
Atria Investments
North Carolina
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$15M
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
1
Coldstream Capital Management
Washington
$78.2M 1,434,612 +92,944 +7%
Fifth Third Bancorp
2
Fifth Third Bancorp
Ohio
$26.7M 489,796 +39,655 +9%
WANY
3
Wealthspire Advisors (New York)
New York
$20.3M 372,955 -1,350 -0.4%
BC
4
Brio Consultants
California
$18.4M 337,537 +3,432 +1%
Bank of America
5
Bank of America
North Carolina
$18.2M 334,140 +6,127 +2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$15M 275,866 -19,317 -7%
US Bancorp
7
US Bancorp
Minnesota
$13.8M 252,513 +9,311 +4%
W
8
WealthOne
New York
$13.6M 249,984 +5,976 +2%
Truist Financial
9
Truist Financial
North Carolina
$13.4M 245,477 -16,292 -6%
ARG
10
Advisory Resource Group
Oklahoma
$11.2M 205,699 +4,857 +2%
CAM
11
Cresset Asset Management
Illinois
$11.2M 204,537 +40,026 +24%
CWM
12
CMH Wealth Management
New Hampshire
$10.9M 198,601 +8,119 +4%
SWPG
13
Strategic Wealth Partners Group
Illinois
$9.12M 166,487 +7,174 +5%
BCI
14
Brinker Capital Investments
Pennsylvania
$9.02M 165,434 -13,253 -7%
OPS
15
Orion Portfolio Solutions
Nebraska
$9.02M 165,434 -13,253 -7%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$8.89M 163,039 -35,913 -18%
HighTower Advisors
17
HighTower Advisors
Illinois
$8.57M 157,095 +24,213 +18%
CTC
18
Central Trust Company
Missouri
$8.52M 156,245 +24,871 +19%
KCM
19
Kendall Capital Management
Maryland
$7.59M 139,273 +9,046 +7%
CG
20
Colony Group
Massachusetts
$7.02M 128,699 -2,722 -2%
BFG
21
Berger Financial Group
Minnesota
$6.69M 122,805 +33 +0%
UBS Group
22
UBS Group
Switzerland
$5.72M 104,886 -13,988 -12%
GWSA
23
Global Wealth Strategies & Associates
Colorado
$4.18M 76,662 -46,051 -38%
TF
24
Trek Financial
Arizona
$3.61M 66,171 -2,285 -3%
CAMG
25
CWA Asset Management Group
Florida
$3.36M 61,728 +61,728 New
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