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iShares Russell 2500 ETF

221 hedge funds and large institutions have $1.89B invested in iShares Russell 2500 ETF in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 99 increasing their positions, 50 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 8

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

98% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 50

40% more capital invested

Capital invested by funds: $1.35B → $1.89B (+$540M)

15% more funds holding

Funds holding: 192221 (+29)

3.92% more ownership

Funds ownership: 78.56%82.48% (+3.9%)

Holders
221
Holders Change
+29
Holders Change %
+15.1%
% of All Funds
2.69%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
38
Increased
99
Reduced
50
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GT
1
Glenmede Trust
Pennsylvania
$295M +$293M +3,937,624 New
Bank of America
2
Bank of America
North Carolina
$243M +$173M +2,322,266 +253%
FWIA
3
Fort Washington Investment Advisors
Ohio
$113M
AF
4
Align Financial
Minnesota
$88.1M +$6.56M +88,055 New
Fidelity Investments
5
Fidelity Investments
Massachusetts
$65.7M +$11.3M +151,115 +21%
CCM
6
Coldstream Capital Management
Washington
$63.5M -$5.05M -67,808 -7%
Focus Partners Wealth
7
Focus Partners Wealth
Massachusetts
$56.8M +$19.6M +262,684 +53%
CTC
8
Central Trust Company
Missouri
$56M +$4.04M +54,284 +8%
CAM
9
Cresset Asset Management
Illinois
$48.3M +$3.04M +40,881 +7%
Fifth Third Bancorp
10
Fifth Third Bancorp
Ohio
$39.2M +$27.2K +365 +0.1%
WANY
11
Wealthspire Advisors (New York)
New York
$38M +$568K +7,623 +2%
William Blair & Company
12
William Blair & Company
Illinois
$36M +$21.8M +292,966 +157%
GKWIM
13
Gerber Kawasaki Wealth & Investment Management
California
$35.3M +$2.02M +27,082 +6%
UBS Group
14
UBS Group
Switzerland
$29.9M +$3.1M +41,597 +12%
Raymond James Financial
15
Raymond James Financial
Florida
$26.7M +$12.3M +164,551 +86%
KCM
16
Kendall Capital Management
Maryland
$26.4M +$1.61M +21,564 +7%
US Bancorp
17
US Bancorp
Minnesota
$25.5M +$1.89M +25,436 +8%
VAS
18
Vestmark Advisory Solutions
Massachusetts
$24.2M -$350K -4,702 -1%
WIA
19
World Investment Advisors
California
$24.2M -$389K -5,228 -2%
Osaic Holdings
20
Osaic Holdings
Arizona
$24.1M +$2.91M +39,030 +14%
DG
21
Diesslin Group
Texas
$22.7M +$22.6M +303,061 New
WAP
22
Wealthcare Advisory Partners
Pennsylvania
$19.5M +$710K +9,539 +4%
CAM
23
Congress Asset Management
Massachusetts
$18M +$9.45M +126,878 +112%
HFO
24
Heritage Family Offices
Arizona
$16.8M +$415K +5,567 +3%
Truist Financial
25
Truist Financial
North Carolina
$16.8M +$1.93M +25,873 +13%

SMMD Hedge Fund Activity: Q4 2025 in Review

221 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2500 ETF (SMMD) for Q4 2025, worth a combined $1.89B — up 40% from $1.35B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new SMMD positions and 8 closed out — a net gain of 30 holders — while 99 added to existing stakes and 50 trimmed.

The largest buyer was Bank of America, adding an estimated $173M. The largest seller was Kovitz Investment Group Partners, exiting entirely with an estimated $18.6M sold.

  • 221 institutional investors held iShares Russell 2500 ETF (SMMD) as of Q4 2025, up from 192 in Q3 2025.
  • Funds reported $1.89B of iShares Russell 2500 ETF stock for Q4 2025, up 40% quarter-over-quarter.
  • 38 funds opened new iShares Russell 2500 ETF positions in Q4 2025 and 8 closed out, a net change of +30 holders.
  • The largest iShares Russell 2500 ETF buyer in Q4 2025 was Bank of America, an estimated $173M added.
  • The largest iShares Russell 2500 ETF seller in Q4 2025 was Kovitz Investment Group Partners, an estimated $18.6M sold.

Based on aggregated 13F filings for Q4 2025.