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iShares Russell 2500 ETF (SMMD) Institutional Ownership

iShares Russell 2500 ETF logo
$64.44 -3.86 (-5.65%)
Closing price 03:59 PM Eastern
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$64.42 -0.03 (-0.05%)
As of 04:04 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)
145
Total
Institutional Inflows
(last 12 months)
$447.62M
Number of
Institutional Sellers
(last 12 months)
78
Total
Institutional Outflows
(last 12 months)
$124.22M
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SMMD Institutional Buying and Selling by Quarter

iShares Russell 2500 ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/20/2025 Focus Partners Wealth404,581$25.30M0.1%+81.5%1.827%
5/20/2025 Integrity Alliance LLC.4,556$285K0.0%N/A0.021%
5/19/2025 Jane Street Group LLC77,005$4.82M0.0%+1,288.2%0.348%
5/19/2025 SageView Advisory Group LLC5,538$346K0.0%N/A0.025%
5/19/2025 Legacy Advisory Services LLC7,411$463K0.4%N/A0.033%
5/16/2025 Goldman Sachs Group Inc.12,042$753K0.0%-33.7%0.054%
5/16/2025 Jones Financial Companies Lllp33,978$2.13M0.0%+13,330.0%0.153%
5/16/2025 Curi RMB Capital LLC26,699$1.67M0.0%N/A0.121%
5/16/2025 AlTi Global Inc.5,843$365K0.0%N/A0.026%
5/15/2025 Flputnam Investment Management Co.12,329$771K0.0%+20.6%0.056%
5/15/2025 Royal Bank of Canada58,273$3.64M0.0%+12.0%0.263%
5/15/2025 Baird Financial Group Inc.45,054$2.82M0.0%+18.3%0.203%
5/14/2025 Comerica Bank1,703$107K0.0%+12.1%0.008%
5/14/2025 Smartleaf Asset Management LLC38,404$2.41M0.2%-4.3%0.173%
5/14/2025 Northwestern Mutual Wealth Management Co.13,447$841K0.0%+33.0%0.061%
5/14/2025 Kestra Advisory Services LLC14,407$901K0.0%-19.2%0.065%
5/14/2025 Compound Planning Inc.5,460$341K0.0%+15.8%0.025%
5/14/2025 CW Advisors LLC17,641$1.10M0.0%-27.7%0.080%
5/14/2025 Flow Traders U.S. LLC23,663$1.48M0.1%N/A0.107%
5/14/2025 Capital Analysts LLC3,966$248K0.0%-35.2%0.018%
5/14/2025 Andina Capital Management LLC32,205$2.01M1.4%+27.4%0.145%
5/14/2025 Fuller & Thaler Asset Management Inc.4,727$296K0.0%N/A0.021%
5/13/2025 Raymond James Financial Inc.183,982$11.51M0.0%+11.0%0.831%
5/13/2025 Cresset Asset Management LLC693,636$43.38M0.2%+9.1%3.132%
5/13/2025 Kovitz Investment Group Partners LLC216,691$13.55M0.1%+3.8%0.978%
5/13/2025 Vestmark Advisory Solutions Inc.354,819$22.19M0.6%N/A1.602%
5/13/2025 HighTower 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%
5/12/2025 Sierra Summit Advisors LLC8,338$521K0.1%-29.9%0.038%
5/12/2025 AlphaCore Capital LLC1,174$73K0.0%N/A0.005%
5/9/2025 Wealthspire Advisors LLC481,972$30.14M0.2%+2.7%2.176%
5/9/2025 Atria Wealth Solutions Inc.6,587$412K0.0%-12.5%0.030%
5/9/2025 Cary Street Partners Financial LLC12,035$753K0.0%-11.3%0.054%
5/9/2025 Advyzon Investment Management LLC7,210$451K0.2%-45.0%0.033%
5/9/2025 Sfmg LLC3,553$222K0.0%+7.5%0.016%
5/9/2025 Blair William & Co. IL217,804$13.62M0.0%-2.2%0.983%
5/8/2025 US Bancorp DE340,315$21.28M0.1%-3.6%1.644%
5/7/2025 Canopy Partners LLC15,308$957K0.4%-15.5%0.074%
5/7/2025 Financial Management Network Inc.5,479$343K0.1%+11.4%0.026%
5/7/2025 Vantage Financial Partners LLC3,887$243K0.1%N/A0.019%
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5/7/2025 LPL Financial LLC131,999$8.26M0.0%-5.4%0.638%
5/6/2025 USAdvisors Wealth Management LLC11,407$713K0.2%-17.8%0.055%
5/6/2025 Cetera Investment Advisers20,120$1.26M0.0%+17.3%0.097%
5/6/2025 Avantax Advisory Services Inc.27,498$1.72M0.0%-3.1%0.133%
5/6/2025 City National Bank of Florida MSD141,874$8.87M8.0%+16.3%0.685%
5/2/2025 Altman Advisors Inc.21,160$1.32M0.6%-6.2%0.102%
5/2/2025 Whittier Trust Co.10,056$629K0.0%+24.8%0.049%
5/2/2025 Catalyst Financial Partners LLC64,276$4.02M0.7%+28.1%0.311%
5/1/2025 TFR Capital LLC.16,161$1.01M0.4%+11.5%0.078%
5/1/2025 Diversify Wealth Management LLC3,424$211K0.0%-25.1%0.017%
4/30/2025 Cerity Partners LLC7,769$486K0.0%-2.7%0.038%
4/30/2025 Van Cleef Asset Management Inc3,885$243K0.0%-7.7%0.019%
4/30/2025 Trek 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%
3/6/2025 TFR Capital LLC.14,491$985K0.5%N/A0.071%
(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, 218 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 ($34.30M).Learn more on SMMD's institutional investors.

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

Of the 194 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), 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 9,923,980 shares in the last 24 months. This purchase volume represents approximately $634.84M in transactions.

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

Of the 104 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. ($646.62K), 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 2,906,318 shares in the last 24 months. This volume of shares sold represents approximately $184.35M in transactions.



This page (BATS:SMMD) was last updated on 5/21/2025 by MarketBeat.com Staff
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