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iShares Russell 2500 ETF
SMMD

Overview Fund Activity

191 hedge funds and large institutions have $1.05B invested in iShares Russell 2500 ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 76 increasing their positions, 70 reducing their positions, and 20 closing their positions.

Holders
191
Holders Change
-4
Holders Change %
-2.05%
% of All Funds
2.6%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.07%
New
19
Increased
76
Reduced
70
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GT
1
Glenmede Trust
Pennsylvania
$141M
2
VAS
2
Vestmark Advisory Solutions
Massachusetts
$22.2M
3
HCA
3
Harbor Capital Advisors
Illinois
$12.7M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$25.3M
5
FWIA
5
Fort Washington Investment Advisors
Ohio
$94.1M

Top Sellers

1
KIM
1
Kestra Investment Management
Texas
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$15.7M
3
CCM
3
Coldstream Capital Management
Washington
$75.6M
4
BC
4
Brio Consultants
California
$12M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$47.1M
Name Market Value Shares Shares
Change 		Shares
Change %
GT
1
Glenmede Trust
Pennsylvania
$141M 2,262,153 +513,503 +29%
FWIA
2
Fort Washington Investment Advisors
Ohio
$94.1M 1,504,650 +140,670 +10%
CCM
3
Coldstream Capital Management
Washington
$75.6M 1,208,842 -378,938 -24%
Bank of America
4
Bank of America
North Carolina
$50.4M 805,738 +117,434 +17%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$47.1M 752,963 -119,375 -14%
CAM
6
Cresset Asset Management
Illinois
$43.4M 693,636 +58,112 +9%
Fifth Third Bancorp
7
Fifth Third Bancorp
Ohio
$34.3M 548,480 -6,778 -1%
CTC
8
Central Trust Company
Missouri
$34.1M 544,859 +98,309 +22%
WANY
9
Wealthspire Advisors (New York)
New York
$30.1M 481,972 +12,590 +3%
Focus Partners Wealth
10
Focus Partners Wealth
Massachusetts
$25.3M 404,581 +181,728 +82%
VAS
11
Vestmark Advisory Solutions
Massachusetts
$22.2M 354,819 +354,819 New
WIA
12
World Investment Advisors
California
$21.5M 343,986 -1,195 -0.3%
US Bancorp
13
US Bancorp
Minnesota
$21.3M 340,315 -12,613 -4%
Truist Financial
14
Truist Financial
North Carolina
$20.1M 320,921 -39,898 -11%
KCM
15
Kendall Capital Management
Maryland
$19M 303,038 +10,239 +3%
UBS Group
16
UBS Group
Switzerland
$17.3M 276,414 +28,412 +11%
CWM
17
CMH Wealth Management
New Hampshire
$16.2M 258,417 -464 -0.2%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$15.7M 251,793 -513,616 -67%
HFO
19
Heritage Family Offices
Arizona
$13.8M 219,999 +29,434 +15%
William Blair & Company
20
William Blair & Company
Illinois
$13.6M 217,804 -4,941 -2%
Kovitz Investment Group Partners
21
Kovitz Investment Group Partners
Illinois
$13.6M 216,691 +7,838 +4%
HCA
22
Harbor Capital Advisors
Illinois
$12.7M 202,985 +202,985 New
BC
23
Brio Consultants
California
$12M 191,744 -139,041 -42%
Raymond James Financial
24
Raymond James Financial
Florida
$11.5M 183,982 +18,275 +11%
CAM
25
Congress Asset Management
Massachusetts
$11.1M 177,071 +80,686 +84%
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