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iShares Russell 2500 ETF (SMMD) Institutional Ownership

iShares Russell 2500 ETF logo
$60.84 -7.46 (-10.92%)
As of 04/30/2025 11:52 AM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Russell 2500 ETF (BATS:SMMD)

Number of
Institutional Buyers
(last 12 months)
132
Total
Institutional Inflows
(last 12 months)
$397.24M
Number of
Institutional Sellers
(last 12 months)
67
Total
Institutional Outflows
(last 12 months)
$124.59M
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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
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%
4/29/2025 Envestnet Asset Management Inc.251,793$15.75M0.0%-67.1%1.216%
4/29/2025 Bank of New York Mellon Corp3,796$237K0.0%+11.9%0.018%
4/29/2025 World Investment Advisors343,986$21.51M0.6%-0.3%1.662%
4/29/2025 OneDigital Investment Advisors LLC78,395$4.90M0.1%-4.0%0.379%
4/28/2025 D.A. Davidson & CO.4,155$260K0.0%-7.6%0.020%
4/28/2025 Red Mountain Financial LLC4,226$264K0.3%-9.5%0.020%
4/28/2025 Rossby Financial LCC83,607$5.10M2.1%+70.3%0.404%
4/25/2025 Benchmark 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%
4/24/2025 Allspring 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%
4/23/2025 Spire Wealth Management477$30K0.0%+213.8%0.002%
4/23/2025 SC&H Financial Advisors Inc.7,890$493K0.1%+41.1%0.038%
4/22/2025 Wetzel Investment Advisors Inc.5,287$331K0.2%+22.3%0.026%
4/22/2025 Cambridge Investment Research Advisors Inc.11,927$746K0.0%+12.9%0.058%
4/21/2025 Means Investment CO. Inc.3,600$225K0.0%-47.1%0.017%
4/21/2025 Advisory Resource Group33,624$2.10M0.4%-6.4%0.162%
4/21/2025 Johnson Investment Counsel Inc.18,776$1.17M0.0%-32.1%0.091%
4/21/2025 CWA Asset Management Group LLC142,924$8.94M0.4%+3.5%0.690%
4/18/2025 Mayfair Advisory Group LLC6,689$418K0.2%+19.3%0.032%
4/18/2025 CENTRAL TRUST Co544,859$34.08M0.8%+22.0%2.632%
4/17/2025 Janney Montgomery Scott LLC55,264$3.46M0.0%+2.0%0.267%
4/16/2025 Fort Washington Investment Advisors Inc. OH1,504,650$94.10M0.6%+10.3%7.304%
4/15/2025 Fifth Third Bancorp548,480$34.30M0.1%-1.2%2.663%
4/15/2025 Ulland Investment Advisors LLC20,160$1.26M1.1%-24.8%0.098%
4/15/2025 CX Institutional49,208$3.08M0.1%+47.1%0.239%
4/15/2025 Simplicity Wealth LLC140,355$8.78M0.7%+18.3%0.681%
4/15/2025 Wealthcare Advisory Partners LLC63,892$4.00M0.1%-23.9%0.310%
4/14/2025 Harbor Capital Advisors Inc.202,985$12.70M0.6%N/A0.985%
4/14/2025 Farther Finance Advisors LLC822$52K0.0%N/A0.004%
4/14/2025 CMH Wealth Management LLC258,417$16.16M4.0%-0.2%1.254%
4/14/2025 Charter Oak Capital Management LLC16,156$1.01M0.1%-10.9%0.078%
4/11/2025 Congress Asset Management Co.177,071$11.07M0.1%+83.7%0.860%
4/10/2025 Retirement Planning Group LLC13,586$850K0.0%N/A0.066%
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4/10/2025 HF Advisory Group LLC19,151$1.20M0.5%+4.8%0.093%
4/10/2025 Heritage Family Offices LLP219,999$13.76M7.0%+15.4%1.068%
4/9/2025 RFG Advisory LLC13,372$836K0.0%-6.9%0.065%
4/9/2025 Strong Tower Advisory Services10,954$685K0.2%-31.3%0.053%
4/9/2025 SigFig Wealth Management LLC69,497$4.36M0.2%+33.3%0.337%
4/8/2025 Fifth Third Wealth Advisors LLC14,895$932K0.0%+28.5%0.072%
4/8/2025 James J. Burns & Company LLC69,417$4.34M0.8%-2.8%0.337%
4/8/2025 Parallel Advisors LLC2,001$125K0.0%-31.9%0.010%
4/7/2025 O Connor Financial Group LLC3,929$246K0.1%+6.0%0.019%
3/6/2025TFR Capital LLC.14,491$985K0.5%N/A0.071%
2/25/2025 Integrated Advisors Network LLC6,894$469K0.0%-17.0%0.034%
2/18/2025City National Bank of Florida MSD122,036$8.30M7.6%N/A0.718%
2/18/2025MidWestOne Financial Group Inc.24,342$1.66M0.2%+16.3%0.143%
2/17/2025Guardian Wealth Advisors LLC NC3,538$241K0.0%N/A0.021%
2/17/2025Focus Partners Wealth222,853$15.15M0.0%+3.1%1.311%
2/17/2025D. E. Shaw & Co. Inc.11,853$806K0.0%-38.1%0.070%
2/17/2025Dimension Capital Management LLC3,665$249K0.0%N/A0.022%
2/17/2025Cornerstone Financial Group LLC NE 12,619$858K0.8%N/A0.074%
2/17/2025Cresset Asset Management LLC635,524$43.22M0.2%+6.2%3.738%
2/17/2025Cetera Investment Advisers17,155$1.17M0.0%-3.3%0.101%
2/17/2025Captrust Financial Advisors10,635$723K0.0%-8.6%0.063%
2/17/2025Citadel Advisors LLC25,536$1.74M0.0%+39.1%0.150%
2/17/2025Cary Street Partners Financial LLC13,575$923K0.0%N/A0.080%
2/17/2025Bank of America Corp DE688,304$46.81M0.0%+48.8%4.049%
2/17/2025Ameriprise Financial Inc.44,255$3.01M0.0%+74.9%0.260%
2/17/2025Aptus Capital Advisors LLC7,414$504K0.0%N/A0.044%
2/14/2025Jane Street Group LLC5,547$377K0.0%-43.1%0.033%
2/14/2025Northern Trust Corp17,697$1.20M0.0%N/A0.104%
2/14/2025Berger Financial Group Inc163,831$11.14M0.8%+3.0%0.964%
2/14/2025Coldstream Capital Management Inc.1,587,780$107.97M2.3%+54.2%9.340%
2/14/2025Capital Analysts LLC6,124$416K0.0%+36.8%0.036%
2/14/2025Two Sigma Securities LLC7,084$482K0.1%N/A0.042%
2/14/2025Kovitz Investment Group Partners LLC208,853$14.20M0.0%+4.6%1.229%
2/14/2025 OneDigital Investment Advisors LLC81,675$5.55M0.1%+121.4%0.480%
2/14/2025Tower Research Capital LLC TRC11,818$804K0.0%-34.2%0.070%
2/14/2025MML Investors Services LLC30,980$2.11M0.0%+4.4%0.182%
2/13/2025 Insigneo Advisory Services LLC4,000$272K0.0%N/A0.024%
2/13/2025 Rossby Financial LCC49,094$3.34M2.1%N/A0.289%
2/13/2025Mariner LLC62,861$4.27M0.0%+61.1%0.370%
2/13/2025Altman Advisors Inc.22,566$1.53M0.6%+364.8%0.133%
2/13/2025Rockefeller Capital Management L.P.75,713$5.15M0.0%+1.9%0.445%
2/13/2025Canopy Partners LLC18,123$1.23M0.5%N/A0.107%
2/13/2025Sierra Summit Advisors LLC11,901$809K0.2%N/A0.070%
2/13/2025Trek Financial LLC59,542$4.05M0.3%-5.6%0.350%
2/13/2025 Envestnet Asset Management Inc.765,409$52.05M0.0%+41.3%4.502%
2/13/2025Wells Fargo & Company MN3,292$224K0.0%-17.9%0.019%
2/12/2025 World Investment Advisors345,181$23.47M0.6%-0.5%2.030%
2/12/2025Treynor Bancshares Inc.6,746$459K0.5%+28.7%0.040%
2/12/2025National Bank of Canada FI464$32K0.0%N/A0.003%
2/12/2025O Shaughnessy Asset Management LLC4,714$321K0.0%+21.8%0.028%
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2/12/2025Orion Portfolio Solutions LLC150,839$10.26M0.1%+13.5%0.887%
2/12/2025Blair William & Co. IL222,745$15.15M0.0%+174.5%1.310%
2/12/2025JPMorgan Chase & Co.34,637$2.36M0.0%+209.1%0.204%
2/11/2025Congress Wealth Management LLC DE24,399$1.66M0.0%N/A0.144%
2/11/2025LPL Financial LLC139,469$9.48M0.0%-2.1%0.820%
2/11/20251620 Investment Advisors Inc.3,727$253K0.2%+53.6%0.022%
2/11/2025 TD Private Client Wealth LLC2,685$183K0.0%-17.9%0.016%
2/11/2025 SigFig Wealth Management LLC52,138$3.54M0.1%+43.8%0.307%
2/11/2025 L.K. Benson & Company P.C.11,586$788K0.6%N/A0.068%
2/10/2025Thrivent Financial for Lutherans2,826$207K0.0%N/A0.017%
(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, 202 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 ($43.22M), Kestra Investment Management LLC ($37.38M), and Fifth Third Bancorp ($34.30M).Learn more on SMMD's institutional investors.

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

Of the 183 institutional investors that purchased iShares Russell 2500 ETF 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), CENTRAL TRUST Co ($390.05K), Cresset Asset Management LLC ($361.01K), International Assets Investment Management LLC ($333.09K), and Bank of America Corp DE ($225.72K).

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

Institutional investors have bought a total of 9,334,383 shares in the last 24 months. This purchase volume represents approximately $595.59M in transactions.

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

Of the 91 institutional investors that sold iShares Russell 2500 ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($769.24K), Coldstream Capital Management Inc. ($574.75K), Advisory Resource Group ($231.23K), Orion Portfolio Solutions LLC ($175.86K), International Assets Investment Management LLC ($163.00K), Global Wealth Strategies & Associates ($122.02K), and Commonwealth Equity Services LLC ($79.88K).

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

Institutional investors have sold a total of 2,957,631 shares in the last 24 months. This volume of shares sold represents approximately $186.04M in transactions.


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This page (BATS:SMMD) was last updated on 5/1/2025 by MarketBeat.com Staff
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