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iShares Russell 2500 ETF (SMMD) Institutional Ownership

iShares Russell 2500 ETF logo
$70.37 +2.07 (+3.04%)
As of 02:16 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Russell 2500 ETF (BATS:SMMD)

Number of
Institutional Buyers
(last 12 months)
147
Total
Institutional Inflows
(last 12 months)
$454.57M
Number of
Institutional Sellers
(last 12 months)
78
Total
Institutional Outflows
(last 12 months)
$157.02M
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Skip Chart & View Institutional Buying and Selling Data

SMMD Institutional Buying and Selling by Quarter

iShares Russell 2500 ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/24/2025US Bancorp DE326,022$22.10M0.0%-4.2%1.520%
7/23/2025Canopy Partners LLC3,523$239K0.1%-77.0%0.016%
7/22/2025 Simplicity Wealth LLC171,088$11.60M0.5%+21.9%0.798%
7/22/2025 OLD National Bancorp IN8,977$608K0.0%N/A0.042%
7/22/2025 Wealthcare Advisory Partners LLC180,047$12.20M0.3%+181.8%0.839%
7/22/2025 Berger Financial Group Inc138,848$9.41M0.6%+4.8%0.647%
7/21/2025 NTV Asset Management LLC2,975$202K0.0%N/A0.014%
7/21/2025 Greenwood Capital Associates LLC2,977$202K0.0%N/A0.014%
7/21/2025 Red Mountain Financial LLC4,449$279K0.4%+5.3%0.021%
7/18/2025 Pure Financial Advisors LLC14,772$1.00M0.0%+30.4%0.069%
7/18/2025 SigFig Wealth Management LLC95,048$6.42M0.2%+36.8%0.443%
7/18/2025 Truist Financial Corp185,494$12.57M0.0%-42.2%0.865%
7/17/2025 Janney Montgomery Scott LLC53,054$3.60M0.0%-4.0%0.247%
7/17/2025 GC Wealth Management RIA LLC17,114$1.16M0.1%-3.9%0.080%
7/16/2025 ORG Partners LLC754$52K0.0%-19.8%0.004%
7/16/2025 Kendall Capital Management310,495$21.05M5.6%+2.5%1.448%
7/16/2025 Congress Asset Management Co.57,687$3.91M0.0%-67.4%0.269%
7/16/2025 Perigon Wealth Management LLC7,028$476K0.0%+56.8%0.033%
7/15/2025 James J. Burns & Company LLC77,867$5.28M0.9%+12.2%0.363%
7/15/2025 Fifth Third Bancorp520,073$35.25M0.1%-5.2%2.425%
7/14/2025 Park Avenue Securities LLC3,391$230K0.0%N/A0.016%
7/11/2025 CX Institutional62,130$4.21M0.1%+26.3%0.290%
7/11/2025 CMH Wealth Management LLC127,187$8.62M2.0%-50.8%0.592%
7/10/2025 Charter Oak Capital Management LLC15,278$1.04M0.1%-5.4%0.071%
7/10/2025 HF Advisory Group LLC18,803$1.27M0.5%-1.8%0.087%
7/9/2025 Harbor Capital Advisors Inc.144,956$9.83M0.4%-28.6%0.674%
7/9/2025 Boyum Wealth Architects LLC13,192$894K0.7%+298.2%0.061%
7/8/2025 Little House Capital LLC6,108$414K0.1%-19.0%0.028%
7/8/2025 Parallel Advisors LLC1,701$115K0.0%-15.0%0.008%
7/7/2025 O Connor Financial Group LLC4,957$345K0.2%+26.2%0.023%
6/27/2025Goldman Sachs Group Inc.12,042$753K0.0%-33.7%0.056%
5/20/2025Focus Partners Wealth404,581$25.30M0.1%+81.5%1.827%
5/20/2025Integrity Alliance LLC.4,556$285K0.0%N/A0.021%
5/19/2025Jane Street Group LLC77,005$4.82M0.0%+1,288.2%0.348%
5/19/2025SageView Advisory Group LLC5,538$346K0.0%N/A0.025%
5/19/2025Legacy Advisory Services LLC7,411$463K0.4%N/A0.033%
5/16/2025Goldman Sachs Group Inc.12,042$753K0.0%-33.7%0.054%
5/16/2025Jones Financial Companies Lllp33,978$2.13M0.0%+13,330.0%0.153%
5/16/2025Curi RMB Capital LLC26,699$1.67M0.0%N/A0.121%
5/16/2025AlTi Global Inc.5,843$365K0.0%N/A0.026%
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5/15/2025Flputnam Investment Management Co.12,329$771K0.0%+20.6%0.056%
5/15/2025Royal Bank of Canada58,273$3.64M0.0%+12.0%0.263%
5/15/2025Baird Financial Group Inc.45,054$2.82M0.0%+18.3%0.203%
5/14/2025Comerica Bank1,703$107K0.0%+12.1%0.008%
5/14/2025Smartleaf Asset Management LLC38,404$2.41M0.2%-4.3%0.173%
5/14/2025Northwestern Mutual Wealth Management Co.13,447$841K0.0%+33.0%0.061%
5/14/2025Kestra Advisory Services LLC14,407$901K0.0%-19.2%0.065%
5/14/2025Compound Planning Inc.5,460$341K0.0%+15.8%0.025%
5/14/2025CW Advisors LLC17,641$1.10M0.0%-27.7%0.080%
5/14/2025Flow Traders U.S. LLC23,663$1.48M0.1%N/A0.107%
5/14/2025Capital Analysts LLC3,966$248K0.0%-35.2%0.018%
5/14/2025 Andina Capital Management LLC32,205$2.01M1.4%+27.4%0.145%
5/14/2025Fuller & Thaler Asset Management Inc.4,727$296K0.0%N/A0.021%
5/13/2025Raymond James Financial Inc.183,982$11.51M0.0%+11.0%0.831%
5/13/2025Cresset Asset Management LLC693,636$43.38M0.2%+9.1%3.132%
5/13/2025Kovitz Investment Group Partners LLC216,691$13.55M0.1%+3.8%0.978%
5/13/2025Vestmark Advisory Solutions Inc.354,819$22.19M0.6%N/A1.602%
5/13/2025HighTower Advisors LLC124,245$7.77M0.0%-27.3%0.561%
5/12/2025 Berger Financial Group Inc132,441$8.28M0.6%-19.2%0.598%
5/12/2025Sierra Summit Advisors LLC8,338$521K0.1%-29.9%0.038%
5/12/2025AlphaCore Capital LLC1,174$73K0.0%N/A0.005%
5/9/2025Wealthspire Advisors LLC481,972$30.14M0.2%+2.7%2.176%
5/9/2025Atria Wealth Solutions Inc.6,587$412K0.0%-12.5%0.030%
5/9/2025Cary Street Partners Financial LLC12,035$753K0.0%-11.3%0.054%
5/9/2025Advyzon Investment Management LLC7,210$451K0.2%-45.0%0.033%
5/9/2025Sfmg LLC3,553$222K0.0%+7.5%0.016%
5/9/2025Blair William & Co. IL217,804$13.62M0.0%-2.2%0.983%
5/8/2025US Bancorp DE340,315$21.28M0.1%-3.6%1.644%
5/7/2025Canopy Partners LLC15,308$957K0.4%-15.5%0.074%
5/7/2025 Financial Management Network Inc.5,479$343K0.1%+11.4%0.026%
5/7/2025Vantage Financial Partners LLC3,887$243K0.1%N/A0.019%
5/7/2025LPL Financial LLC131,999$8.26M0.0%-5.4%0.638%
5/6/2025 USAdvisors Wealth Management LLC11,407$713K0.2%-17.8%0.055%
5/6/2025Cetera Investment Advisers20,120$1.26M0.0%+17.3%0.097%
5/6/2025Avantax Advisory Services Inc.27,498$1.72M0.0%-3.1%0.133%
5/6/2025City National Bank of Florida MSD141,874$8.87M8.0%+16.3%0.685%
5/2/2025Altman Advisors Inc.21,160$1.32M0.6%-6.2%0.102%
5/2/2025Whittier Trust Co.10,056$629K0.0%+24.8%0.049%
5/2/2025Catalyst Financial Partners LLC64,276$4.02M0.7%+28.1%0.311%
5/1/2025TFR Capital LLC.16,161$1.01M0.4%+11.5%0.078%
5/1/2025Diversify Wealth Management LLC3,424$211K0.0%-25.1%0.017%
4/30/2025Cerity Partners LLC7,769$486K0.0%-2.7%0.038%
4/30/2025Van Cleef Asset Management Inc3,885$243K0.0%-7.7%0.019%
4/30/2025Trek Financial LLC28,963$1.81M0.1%-51.4%0.140%
4/29/2025 TD Private Client Wealth LLC2,852$178K0.0%+6.2%0.014%
4/29/2025Envestnet Asset Management Inc.251,793$15.75M0.0%-67.1%1.216%
4/29/2025Bank of New York Mellon Corp3,796$237K0.0%+11.9%0.018%
4/29/2025World Investment Advisors343,986$21.51M0.6%-0.3%1.662%
4/29/2025OneDigital Investment Advisors LLC78,395$4.90M0.1%-4.0%0.379%
4/28/2025D.A. Davidson & CO.4,155$260K0.0%-7.6%0.020%
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4/28/2025 Red Mountain Financial LLC4,226$264K0.3%-9.5%0.020%
4/28/2025Rossby Financial LCC83,607$5.10M2.1%+70.3%0.404%
4/25/2025Benchmark Financial Wealth Advisors LLC59,735$3.74M1.4%-16.1%0.289%
4/25/2025 Kendall Capital Management303,038$18.95M5.6%+3.5%1.464%
4/25/2025 Little House Capital LLC7,545$472K0.1%+9.1%0.036%
4/24/2025Allspring Global Investments Holdings LLC993$62K0.0%N/A0.005%
4/23/2025 Pure Financial Advisors LLC11,328$708K0.0%+34.1%0.055%
4/23/2025 Perigon Wealth Management LLC4,481$280K0.0%+8.1%0.022%
4/23/2025Spire Wealth Management477$30K0.0%+213.8%0.002%
4/23/2025 SC&H Financial Advisors Inc.7,890$493K0.1%+41.1%0.038%
(Data available from 1/1/2016 forward)

SMMD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SMMD shares?

During the previous two years, 222 institutional investors and hedge funds held shares of iShares Russell 2500 ETF. The most heavily invested institutionals were Coldstream Capital Management Inc. ($107.97M), Fort Washington Investment Advisors Inc. OH ($94.10M), FMR LLC ($48.57M), Bank of America Corp DE ($46.81M), Cresset Asset Management LLC ($43.38M), Kestra Investment Management LLC ($37.38M), and Fifth Third Bancorp ($35.25M).Learn more on iShares Russell 2500 ETF's institutional investors.

Which institutional investors have been buying iShares Russell 2500 ETF's stock?

Of the 194 institutional investors that purchased iShares Russell 2500 ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Fort Washington Investment Advisors Inc. OH ($1.05M), Coldstream Capital Management Inc. ($961.65K), Kestra Investment Management LLC ($549.77K), Cresset Asset Management LLC ($400.06K), CENTRAL TRUST Co ($390.05K), Vestmark Advisory Solutions Inc. ($354.82K), and International Assets Investment Management LLC ($333.09K).

How much institutional buying is happening at iShares Russell 2500 ETF?

Institutional investors have bought a total of 6,908,157 shares in the last 24 months. This purchase volume represents approximately $454.57M in transactions.

Which of iShares Russell 2500 ETF's major shareholders have been selling company stock?

Of the 78 institutional investors that sold iShares Russell 2500 ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Coldstream Capital Management Inc. ($574.75K), Envestnet Asset Management Inc. ($552.75K), Advisory Resource Group ($212.89K), Truist Financial Corp ($135.76K), Congress Asset Management Co. ($134.29K), CMH Wealth Management LLC ($131.69K), and Harbor Capital Advisors Inc. ($58.03K).

How much institutional selling is happening at iShares Russell 2500 ETF?

Institutional investors have sold a total of 2,405,067 shares in the last 24 months. This volume of shares sold represents approximately $157.02M in transactions.


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This page (BATS:SMMD) was last updated on 7/24/2025 by MarketBeat.com Staff
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