SMMD icon

iShares Russell 2500 ETF
SMMD

Overview Fund Activity

171 hedge funds and large institutions have $802M invested in iShares Russell 2500 ETF in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 61 increasing their positions, 62 reducing their positions, and 13 closing their positions.

Holders
171
Holders Change
+8
Holders Change %
+4.91%
% of All Funds
2.47%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
22
Increased
61
Reduced
62
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FWIA
1
Fort Washington Investment Advisors
Ohio
$63.4M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$48.6M
3
CAMG
3
CWA Asset Management Group
Florida
$8.89M
4
GT
4
Glenmede Trust
Pennsylvania
$22.4M
5
SW
5
Simplicity Wealth
New Jersey
$7.77M

Top Sellers

1
CCM
1
Coldstream Capital Management
Washington
$69.7M
2
ARG
2
Advisory Resource Group
Oklahoma
$2.46M
3
LPL Financial
3
LPL Financial
California
$9.65M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.88M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
1
Coldstream Capital Management
Washington
$69.7M 1,029,408 -315,042 -23%
FWIA
2
Fort Washington Investment Advisors
Ohio
$63.4M 936,200 +450,200 +93%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$48.6M 717,116 +210,399 +42%
CAM
4
Cresset Asset Management
Illinois
$40.5M 598,590 +21,244 +4%
Fifth Third Bancorp
5
Fifth Third Bancorp
Ohio
$38.1M 562,560 -964 -0.2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$36.7M 541,529 +21,044 +4%
Bank of America
7
Bank of America
North Carolina
$31.3M 462,586 +61,458 +15%
WANY
8
Wealthspire Advisors (New York)
New York
$28.9M 426,813 +27,823 +7%
WIA
9
World Investment Advisors
California
$23.5M 346,924 -5,176 -1%
BC
10
Brio Consultants
California
$22.5M 332,328 -1,222 -0.4%
CTC
11
Central Trust Company
Missouri
$22.5M 331,646 +42,840 +15%
GT
12
Glenmede Trust
Pennsylvania
$22.4M 331,389 +100,503 +44%
KIM
13
Kestra Investment Management
Texas
$22.4M 330,255 +38,253 +13%
US Bancorp
14
US Bancorp
Minnesota
$21.5M 317,374 -2,361 -0.7%
Truist Financial
15
Truist Financial
North Carolina
$19.5M 288,501 +3,874 +1%
CWM
16
CMH Wealth Management
New Hampshire
$17.5M 257,712 -1,892 -0.7%
Focus Partners Wealth
17
Focus Partners Wealth
Massachusetts
$14.6M 216,055 -9,209 -4%
HFO
18
Heritage Family Offices
Arizona
$12.8M 189,202 -4,518 -2%
UBS Group
19
UBS Group
Switzerland
$12.8M 188,363 +10,235 +6%
KCM
20
Kendall Capital Management
Maryland
$12M 177,555 +9,606 +6%
BFG
21
Berger Financial Group
Minnesota
$10.8M 159,055 +8,318 +6%
LPL Financial
22
LPL Financial
California
$9.65M 142,500 -68,483 -32%
HighTower Advisors
23
HighTower Advisors
Illinois
$9.29M 137,168 +3,923 +3%
BCI
24
Brinker Capital Investments
Pennsylvania
$9M 132,934 -10,487 -7%
OPS
25
Orion Portfolio Solutions
Nebraska
$9M 132,934 -10,487 -7%
1
2 3 4 5