We are live on ! Find out more
SMMD icon

iShares Russell 2500 ETF

192 hedge funds and large institutions have $1.35B invested in iShares Russell 2500 ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 87 increasing their positions, 54 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 54

16% more capital invested

Capital invested by funds: $1.16B → $1.35B (+$188M)

2.22% more ownership

Funds ownership: 76.33%78.56% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less funds holding

Funds holding: 197192 (-5)

20% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 15

Holders
192
Holders Change
-5
Holders Change %
-2.54%
% of All Funds
2.52%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
12
Increased
87
Reduced
54
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GIM
1
Glenmede Investment Management
Pennsylvania
$251M +$33.8M +473,942 +16%
FWIA
2
Fort Washington Investment Advisors
Ohio
$111M
Bank of America
3
Bank of America
North Carolina
$67.6M +$7.11M +99,752 +12%
CCM
4
Coldstream Capital Management
Washington
$67.5M -$3.92M -55,040 -6%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$53.5M +$8.29M +116,362 +19%
CTC
6
Central Trust Company
Missouri
$51.1M +$5.13M +72,020 +12%
CAM
7
Cresset Asset Management
Illinois
$44.5M +$4.24M +59,500 +11%
Fifth Third Bancorp
8
Fifth Third Bancorp
Ohio
$38.5M +$153K +2,150 +0.4%
WANY
9
Wealthspire Advisors (New York)
New York
$36.9M -$244K -3,426 -0.7%
Focus Partners Wealth
10
Focus Partners Wealth
Massachusetts
$36.5M +$276K +3,873 +0.8%
GKWIM
11
Gerber Kawasaki Wealth & Investment Management
California
$32.7M +$23.4M +328,098 +283%
UBS Group
12
UBS Group
Switzerland
$26.4M +$2.44M +34,192 +11%
KCM
13
Kendall Capital Management
Maryland
$24.4M +$1.48M +20,802 +7%
WIA
14
World Investment Advisors
California
$24.2M -$748K -10,502 -3%
VAS
15
Vestmark Advisory Solutions
Massachusetts
$24.2M -$748K -10,502 -3%
US Bancorp
16
US Bancorp
Minnesota
$23.3M -$755K -10,595 -3%
Osaic Holdings
17
Osaic Holdings
Arizona
$20.7M +$131K +1,841 +0.7%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$19.6M +$703K +9,862 +4%
Kovitz Investment Group Partners
19
Kovitz Investment Group Partners
Illinois
$18.6M +$1.16M +16,212 +7%
WAP
20
Wealthcare Advisory Partners
Pennsylvania
$18.5M +$5.01M +70,363 +39%
HFO
21
Heritage Family Offices
Arizona
$16.2M -$51.6K -724 -0.3%
Truist Financial
22
Truist Financial
North Carolina
$14.6M +$935K +13,120 +7%
Raymond James Financial
23
Raymond James Financial
Florida
$14.2M +$2.42M +33,994 +21%
William Blair & Company
24
William Blair & Company
Illinois
$13.8M -$1.8M -25,315 -12%
CNBOF
25
City National Bank of Florida
Florida
$12.5M -$108K -1,518 -0.9%

SMMD Hedge Fund Activity: Q3 2025 in Review

192 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2500 ETF (SMMD) for Q3 2025, worth a combined $1.35B — up 16% from $1.16B a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of SMMD and 12 opened new positions — a net loss of 3 holders — while 54 trimmed existing stakes and 87 added.

The largest buyer was Glenmede Investment Management, adding an estimated $33.8M. The largest seller was Susquehanna International Group, cutting an estimated $4.4M.

  • 192 institutional investors held iShares Russell 2500 ETF (SMMD) as of Q3 2025, down from 197 in Q2 2025.
  • Funds reported $1.35B of iShares Russell 2500 ETF stock for Q3 2025, up 16% quarter-over-quarter.
  • 12 funds opened new iShares Russell 2500 ETF positions in Q3 2025 and 15 closed out, a net change of -3 holders.
  • The largest iShares Russell 2500 ETF buyer in Q3 2025 was Glenmede Investment Management, an estimated $33.8M added.
  • The largest iShares Russell 2500 ETF seller in Q3 2025 was Susquehanna International Group, an estimated $4.4M sold.

Based on aggregated 13F filings for Q3 2025.