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iShares Russell 2500 ETF
SMMD

Overview Fund Activity

163 hedge funds and large institutions have $736M invested in iShares Russell 2500 ETF in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 69 increasing their positions, 50 reducing their positions, and 8 closing their positions.

Holders
163
Holders Change
+10
Holders Change %
+6.54%
% of All Funds
2.37%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
21
Increased
69
Reduced
50
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FWIA
1
Fort Washington Investment Advisors
Ohio
$30.4M
2
WIA
2
World Investment Advisors
California
$22M
3
KIM
3
Kestra Investment Management
Texas
$18.3M
4
HFO
4
Heritage Family Offices
Arizona
$12.1M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$31.7M

Top Sellers

1
CCM
1
Coldstream Capital Management
Washington
$84.2M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$8.21M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$32.6M
4
LNC
4
Lincoln National Corp
Pennsylvania
$0
5
WANY
5
Wealthspire Advisors (New York)
New York
$25M
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
1
Coldstream Capital Management
Washington
$84.2M 1,344,450 -259,710 -16%
CAM
2
Cresset Asset Management
Illinois
$36.1M 577,346 +15,393 +3%
Fifth Third Bancorp
3
Fifth Third Bancorp
Ohio
$35.3M 563,524 +21,891 +4%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$32.6M 520,485 -39,132 -7%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$31.7M 506,717 +187,999 +59%
FWIA
6
Fort Washington Investment Advisors
Ohio
$30.4M 486,000 +486,000 New
Bank of America
7
Bank of America
North Carolina
$25.1M 401,128 +44,200 +12%
WANY
8
Wealthspire Advisors (New York)
New York
$25M 398,990 -25,371 -6%
WIA
9
World Investment Advisors
California
$22M 352,100 +352,100 New
BC
10
Brio Consultants
California
$20.9M 333,550 -3,696 -1%
US Bancorp
11
US Bancorp
Minnesota
$20M 319,735 -4,038 -1%
KIM
12
Kestra Investment Management
Texas
$18.3M 292,002 +292,002 New
CTC
13
Central Trust Company
Missouri
$18.1M 288,806 +35,737 +14%
Truist Financial
14
Truist Financial
North Carolina
$17.8M 284,627 -335 -0.1%
CWM
15
CMH Wealth Management
New Hampshire
$16.3M 259,604 -1,815 -0.7%
ARG
16
Advisory Resource Group
Oklahoma
$15.4M 246,515 +16,006 +7%
GT
17
Glenmede Trust
Pennsylvania
$14.5M 230,886 +46,541 +25%
Focus Partners Wealth
18
Focus Partners Wealth
Massachusetts
$14.1M 225,264 +31,313 +16%
LPL Financial
19
LPL Financial
California
$13.2M 210,983 -21,795 -9%
HWMA
20
Heritage Wealth Management (Arizona)
Arizona
$12.1M 193,720 -6,985 -3%
HFO
21
Heritage Family Offices
Arizona
$12.1M 193,720 +193,720 New
Kovitz Investment Group Partners
22
Kovitz Investment Group Partners
Illinois
$11.7M 187,187 +187,187 New
UBS Group
23
UBS Group
Switzerland
$11.2M 178,128 -9,503 -5%
KCM
24
Kendall Capital Management
Maryland
$10.5M 167,949 +10,594 +7%
BFG
25
Berger Financial Group
Minnesota
$9.44M 150,737 +2,660 +2%
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