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iShares Russell 2500 ETF
SMMD

Overview Fund Activity

153 hedge funds and large institutions have $661M invested in iShares Russell 2500 ETF in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 49 reducing their positions, and 14 closing their positions.

Holders
153
Holders Change
+3
Holders Change %
+2%
% of All Funds
2.22%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
22
Increased
59
Reduced
49
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$36.7M
2
LPL Financial
2
LPL Financial
California
$15.3M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$20.9M
4
GT
4
Glenmede Trust
Pennsylvania
$12.1M
5
Bank of America
5
Bank of America
North Carolina
$23.4M

Top Sellers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$10.1M
2
OPS
2
Orion Portfolio Solutions
Nebraska
$10.1M
3
Truist Financial
3
Truist Financial
North Carolina
$18.7M
4
MFG
4
MidWestOne Financial Group
Iowa
$0
5
CAM
5
Congress Asset Management
Massachusetts
$2.37M
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
1
Coldstream Capital Management
Washington
$105M 1,604,160 +49,425 +3%
CAM
2
Cresset Asset Management
Illinois
$36.9M 561,953 +52,401 +10%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$36.7M 559,617 +303,515 +119%
Fifth Third Bancorp
4
Fifth Third Bancorp
Ohio
$35.5M 541,633 +51,862 +11%
WANY
5
Wealthspire Advisors (New York)
New York
$27.8M 424,361 -695 -0.2%
Bank of America
6
Bank of America
North Carolina
$23.4M 356,928 +77,775 +28%
BC
7
Brio Consultants
California
$22.1M 337,246 +770 +0.2%
US Bancorp
8
US Bancorp
Minnesota
$21.2M 323,773 +29,413 +10%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$20.9M 318,718 +142,711 +81%
Truist Financial
10
Truist Financial
North Carolina
$18.7M 284,962 -59,246 -17%
CWM
11
CMH Wealth Management
New Hampshire
$17.2M 261,419 -15,340 -6%
CTC
12
Central Trust Company
Missouri
$16.6M 253,069 +44,616 +21%
LPL Financial
13
LPL Financial
California
$15.3M 232,778 +188,715 +428%
ARG
14
Advisory Resource Group
Oklahoma
$15.1M 230,509 +16,215 +8%
HWMA
15
Heritage Wealth Management (Arizona)
Arizona
$13.2M 200,705 -3,554 -2%
Focus Partners Wealth
16
Focus Partners Wealth
Massachusetts
$12.7M 193,951 +38,808 +25%
UBS Group
17
UBS Group
Switzerland
$12.3M 187,631 +39,684 +27%
GT
18
Glenmede Trust
Pennsylvania
$12.1M 184,345 +137,211 +291%
SWPG
19
Strategic Wealth Partners Group
Illinois
$12M 182,255 +7,180 +4%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$11.4M 173,273 -1,912 -1%
KCM
21
Kendall Capital Management
Maryland
$10.3M 157,355 +9,024 +6%
BCI
22
Brinker Capital Investments
Pennsylvania
$10.1M 154,511 -131,253 -46%
OPS
23
Orion Portfolio Solutions
Nebraska
$10.1M 154,511 -131,253 -46%
BFG
24
Berger Financial Group
Minnesota
$9.72M 148,077 +15,253 +11%
HighTower Advisors
25
HighTower Advisors
Illinois
$8.67M 132,256 -20,348 -13%
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