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iShares Russell 2500 ETF
SMMD

Overview Fund Activity

150 hedge funds and large institutions have $586M invested in iShares Russell 2500 ETF in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 65 increasing their positions, 36 reducing their positions, and 9 closing their positions.

Holders
150
Holders Change
+21
Holders Change %
+16.28%
% of All Funds
2.2%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
34
Increased
65
Reduced
36
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAM
1
Cresset Asset Management
Illinois
$31.4M
2
HWMA
2
Heritage Wealth Management (Arizona)
Arizona
$12.6M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$10.8M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$9.55M
5
CCM
5
Coldstream Capital Management
Washington
$95.7M

Top Sellers

1
GWSA
1
Global Wealth Strategies & Associates
Colorado
$42.4K
2
Bank of America
2
Bank of America
North Carolina
$17.2M
3
GA
3
GoalVest Advisory
New York
$472K
4
PIA
4
Pinion Investment Advisors
Kansas
$585K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$15.8M
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
1
Coldstream Capital Management
Washington
$95.7M 1,554,735 +120,123 +8%
CAM
2
Cresset Asset Management
Illinois
$31.4M 509,552 +305,015 +149%
Fifth Third Bancorp
3
Fifth Third Bancorp
Ohio
$30.2M 489,771 -25 -0%
WANY
4
Wealthspire Advisors (New York)
New York
$26.2M 425,056 +52,101 +14%
Truist Financial
5
Truist Financial
North Carolina
$21.2M 344,208 +98,731 +40%
BC
6
Brio Consultants
California
$20.7M 336,476 -1,061 -0.3%
US Bancorp
7
US Bancorp
Minnesota
$18.1M 294,360 +41,847 +17%
BCI
8
Brinker Capital Investments
Pennsylvania
$17.3M 285,764 +120,330 +73%
OPS
9
Orion Portfolio Solutions
Nebraska
$17.3M 285,764 +120,330 +73%
Bank of America
10
Bank of America
North Carolina
$17.2M 279,153 -54,987 -16%
CWM
11
CMH Wealth Management
New Hampshire
$17M 276,759 +78,158 +39%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$15.8M 256,102 -19,764 -7%
ARG
13
Advisory Resource Group
Oklahoma
$13.2M 214,294 +8,595 +4%
CTC
14
Central Trust Company
Missouri
$12.8M 208,453 +52,208 +33%
HWMA
15
Heritage Wealth Management (Arizona)
Arizona
$12.6M 204,259 +204,259 New
Fidelity Investments
16
Fidelity Investments
Massachusetts
$10.8M 176,007 +168,145 +2,139%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$10.8M 175,185 +12,146 +7%
SWPG
18
Strategic Wealth Partners Group
Illinois
$10.8M 175,075 +8,588 +5%
Focus Partners Wealth
19
Focus Partners Wealth
Massachusetts
$9.55M 155,143 +155,143 New
HighTower Advisors
20
HighTower Advisors
Illinois
$9.4M 152,604 -4,491 -3%
KCM
21
Kendall Capital Management
Maryland
$9.13M 148,331 +9,058 +7%
UBS Group
22
UBS Group
Switzerland
$9.11M 147,947 +43,061 +41%
BFG
23
Berger Financial Group
Minnesota
$8.18M 132,824 +10,019 +8%
Schroder Investment Management Group
24
Schroder Investment Management Group
United Kingdom
$5.63M 91,445 +91,445 New
New York State Common Retirement Fund
25
New York State Common Retirement Fund
New York
$5.63M 91,445 +91,445 New
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