iShares Russell 2500 ETF
SMMD
233 hedge funds and large institutions have $2.13B invested in iShares Russell 2500 ETF in 2026 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 96 increasing their positions, 66 reducing their positions, and 19 closing their positions.
84% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 19
45% more repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 66
13% more capital invested
Capital invested by funds: $1.89B → $2.13B (+$238M)
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
5% more funds holding
Funds holding: 222 → 233 (+11)
0.33% less ownership
Funds ownership: 82.59% → 82.25% (-0.33%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
+$200M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$136M |
| 3 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
+$37.5M |
| 4 |
JP Morgan Chase
New York
|
+$20.4M |
| 5 |
CTC
Central Trust Company
Jefferson City,
Missouri
|
+$15.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$88.5M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$19.7M |
| 3 |
BIM
Bridges Investment Management
Omaha,
Nebraska
|
-$13.8M |
| 4 |
VAS
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
-$12.6M |
| 5 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$12.6M |
SMMD Hedge Fund Activity: Q1 2026 in Review
233 institutional investors reported a position in iShares Russell 2500 ETF (SMMD) for Q1 2026, worth a combined $2.13B — up 13% from $1.89B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new SMMD positions and 19 closed out — a net gain of 16 holders — while 96 added to existing stakes and 66 trimmed.
The largest buyer was Fifth Third Bancorp, adding an estimated $200M. The largest seller was Bank of America, cutting an estimated $88.5M.
- 233 institutional investors held iShares Russell 2500 ETF (SMMD) as of Q1 2026, up from 222 in Q4 2025.
- Funds reported $2.13B of iShares Russell 2500 ETF stock for Q1 2026, up 13% quarter-over-quarter.
- 35 funds opened new iShares Russell 2500 ETF positions in Q1 2026 and 19 closed out, a net change of +16 holders.
- The largest iShares Russell 2500 ETF buyer in Q1 2026 was Fifth Third Bancorp, an estimated $200M added.
- The largest iShares Russell 2500 ETF seller in Q1 2026 was Bank of America, an estimated $88.5M sold.
Based on aggregated 13F filings for Q1 2026.