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iShares Russell 2500 ETF
SMMD

Overview Fund Activity

195 hedge funds and large institutions have $1.13B invested in iShares Russell 2500 ETF in 2024 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 90 increasing their positions, 38 reducing their positions, and 10 closing their positions.

Holders
195
Holders Change
+24
Holders Change %
+14.04%
% of All Funds
2.6%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
39
Increased
90
Reduced
38
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GT
1
Glenmede Trust
Pennsylvania
$119M
2
CCM
2
Coldstream Capital Management
Washington
$108M
3
FWIA
3
Fort Washington Investment Advisors
Ohio
$92.8M
4
Bank of America
4
Bank of America
North Carolina
$46.8M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$52M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$592K
2
OMC
2
Old Mission Capital
Illinois
$0
3
AWS
3
Atria Wealth Solutions
New York
$512K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.54M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$718K
Name Market Value Shares Shares
Change 		Shares
Change %
GT
1
Glenmede Trust
Pennsylvania
$119M 1,748,650 +1,417,261 +428%
CCM
2
Coldstream Capital Management
Washington
$108M 1,587,780 +558,372 +54%
FWIA
3
Fort Washington Investment Advisors
Ohio
$92.8M 1,363,980 +427,780 +46%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$59.3M 872,338 +155,222 +22%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$52M 765,409 +223,880 +41%
Bank of America
6
Bank of America
North Carolina
$46.8M 688,304 +225,718 +49%
CAM
7
Cresset Asset Management
Illinois
$43.2M 635,524 +36,934 +6%
Fifth Third Bancorp
8
Fifth Third Bancorp
Ohio
$37.8M 555,258 -7,302 -1%
KIM
9
Kestra Investment Management
Texas
$37.4M 549,769 +219,514 +66%
WANY
10
Wealthspire Advisors (New York)
New York
$31.9M 469,382 +42,569 +10%
CTC
11
Central Trust Company
Missouri
$30.4M 446,550 +114,904 +35%
Truist Financial
12
Truist Financial
North Carolina
$24.5M 360,819 +72,318 +25%
US Bancorp
13
US Bancorp
Minnesota
$24M 352,928 +35,554 +11%
WIA
14
World Investment Advisors
California
$23.5M 345,181 -1,743 -0.5%
BC
15
Brio Consultants
California
$22.5M 330,785 -1,543 -0.5%
KCM
16
Kendall Capital Management
Maryland
$19.9M 292,799 +115,244 +65%
CWM
17
CMH Wealth Management
New Hampshire
$17.6M 258,881 +1,169 +0.5%
UBS Group
18
UBS Group
Switzerland
$16.9M 248,002 +59,639 +32%
Focus Partners Wealth
19
Focus Partners Wealth
Massachusetts
$15.2M 222,853 +6,798 +3%
William Blair & Company
20
William Blair & Company
Illinois
$15.1M 222,745 +141,591 +174%
Kovitz Investment Group Partners
21
Kovitz Investment Group Partners
Illinois
$14.2M 208,853 +9,201 +5%
HFO
22
Heritage Family Offices
Arizona
$13M 190,565 +1,363 +0.7%
HighTower Advisors
23
HighTower Advisors
Illinois
$11.6M 170,824 +33,656 +25%
Raymond James Financial
24
Raymond James Financial
Florida
$11.3M 165,707 +165,707 New
BFG
25
Berger Financial Group
Minnesota
$11.1M 163,831 +4,776 +3%
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