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iShares Russell 2500 ETF (SMMD) Institutional Ownership

iShares Russell 2500 ETF logo
$74.20 +5.90 (+8.63%)
Closing price 10/9/2025 03:58 PM Eastern
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$74.20 +0.00 (+0.01%)
As of 10/9/2025 04:10 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)
156
Total
Institutional Inflows
(last 12 months)
$423.28M
Number of
Institutional Sellers
(last 12 months)
95
Total
Institutional Outflows
(last 12 months)
$175.66M
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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
10/7/2025 Heritage Family Offices LLP219,267$16.17M7.5%-0.3%1.022%
10/6/2025 HF Advisory Group LLC19,293$1.42M0.5%+2.6%0.090%
10/2/2025 Boyum Wealth Architects LLC13,047$962K0.6%-1.1%0.061%
10/2/2025 Boyum Wealth Architects LLC13,047$962K0.6%-1.1%0.061%
9/26/2025Corient Private Wealth LLC12,156$824K0.0%-24.1%0.057%
9/4/2025SevenBridge Financial Group LLC3,906$275K0.0%-44.9%0.018%
9/4/2025Osaic Holdings Inc.280,032$18.97M0.0%+199.9%1.306%
8/27/2025Orion Porfolio Solutions LLC121,015$8.20M0.1%+0.4%0.564%
8/15/2025Tower Research Capital LLC TRC 19,522$1.32M0.0%+2.1%0.091%
8/15/2025Corient Private Wealth LLC12,156$824K0.0%-24.1%0.057%
8/15/2025Captrust Financial Advisors14,248$966K0.0%+26.1%0.066%
8/15/2025Smartleaf Asset Management LLC39,282$2.66M0.2%+2.3%0.183%
8/15/2025Orion Porfolio Solutions LLC27,681$1.88M0.0%-77.0%0.129%
8/15/2025MML Investors Services LLC41,474$2.81M0.0%+22.7%0.193%
8/15/2025EP Wealth Advisors LLC6,364$431K0.0%-4.8%0.030%
8/15/2025Curi Capital LLC51,384$3.48M0.1%+92.5%0.240%
8/15/2025BBR Partners LLC11,206$760K0.0%N/A0.052%
8/15/2025Bank of America Corp DE816,499$55.34M0.0%+1.3%3.807%
8/15/2025Ameriprise Financial Inc.41,345$2.80M0.0%-0.4%0.193%
8/14/2025Jane Street Group LLC22,002$1.49M0.0%-71.4%0.103%
8/14/2025Raymond James Financial Inc.158,394$10.74M0.0%-13.9%0.738%
8/14/2025NewEdge Advisors LLC6,304$427K0.0%+299.7%0.029%
8/14/2025Certuity LLC10,676$724K0.1%-3.3%0.050%
8/14/2025Gerber Kawasaki Wealth & Investment Management115,875$7.85M0.3%N/A0.540%
8/14/2025Cary Street Partners Financial LLC9,219$625K0.0%-23.4%0.043%
8/13/2025SageView Advisory Group LLC5,081$357K0.0%-8.3%0.024%
8/13/2025Cresset Asset Management LLC603,824$40.93M0.2%-12.9%2.815%
8/13/2025Baird Financial Group Inc.46,169$3.13M0.0%+2.5%0.215%
8/13/2025Trek Financial LLC35,916$2.43M0.2%+24.0%0.167%
8/13/2025IAG Wealth Partners LLC815$55K0.0%-48.9%0.004%
8/13/2025First National Advisers LLC3,043$206K0.0%N/A0.014%
8/13/2025Northwestern Mutual Wealth Management Co.21,576$1.46M0.0%+60.5%0.101%
8/13/2025Mayfair Advisory Group LLC7,203$496K0.2%+7.7%0.034%
8/13/2025Quadrant Capital Group LLC23,172$1.57M0.1%-0.6%0.108%
8/13/2025Russell Investments Group Ltd.1,210$82K0.0%N/A0.006%
8/12/2025Coldstream Capital Management Inc.970,694$65.79M1.1%-19.7%4.525%
8/12/2025Sierra Summit Advisors LLC8,520$577K0.1%+2.2%0.040%
8/12/2025Sfmg LLC3,997$271K0.0%+12.5%0.019%
8/12/2025Franklin Resources Inc.4,853$329K0.0%N/A0.023%
8/12/2025MAI Capital Management59,098$4.01M0.0%+2,596.1%0.276%
8/12/2025JPMorgan Chase & Co.19,926$1.35M0.0%-54.1%0.093%
8/11/2025Wealthspire Advisors LLC503,388$34.12M0.2%+4.4%2.347%
8/8/2025Rockefeller Capital Management L.P.64,973$4.40M0.0%-12.2%0.303%
8/8/2025Citizens Financial Group Inc. RI3,527$239K0.0%-6.0%0.016%
8/8/2025Cetera Investment Advisers8,827$598K0.0%-56.1%0.041%
8/8/2025Creative Planning12,183$826K0.0%-19.8%0.057%
8/7/2025Lakeridge Wealth Management LLC7,195$488K0.2%-8.6%0.034%
8/7/2025CENTRAL TRUST Co621,081$42.10M1.0%+14.0%2.895%
8/7/2025Altman Advisors Inc.22,279$1.51M0.6%+5.3%0.104%
8/7/2025Brio Consultants LLC169,041$11.46M1.7%-11.8%0.788%
8/6/2025Vestmark Advisory Solutions Inc.338,643$22.95M0.3%-4.6%1.579%
8/6/2025Savant Capital LLC9,820$666K0.0%-2.9%0.046%
8/6/2025OneAscent Wealth Management LLC7,897$535K0.2%+14.9%0.037%
8/5/2025Huntington National Bank17,120$1.16M0.0%-6.0%0.080%
8/5/2025Benchmark Financial Wealth Advisors LLC71,026$4.81M1.6%+18.9%0.331%
8/4/2025Integrity Alliance LLC.3,284$223K0.0%-27.9%0.015%
8/4/2025Spire Wealth Management2,264$153K0.0%+374.6%0.011%
8/4/2025World Investment Advisors339,153$22.99M0.5%-1.4%1.581%
8/1/2025Centerpoint Advisors LLC30,637$2.08M0.7%N/A0.143%
8/1/2025Rossby Financial LCC92,198$6.25M2.3%+10.3%0.430%
8/1/2025Bessemer Group Inc.2,630$178K0.0%N/A0.012%
8/1/2025GoalVest Advisory LLC2,039$138K0.0%-53.0%0.010%
8/1/2025First Command Advisory Services Inc.648$44K0.0%N/A0.003%
8/1/2025Envestnet Asset Management Inc.256,516$17.39M0.0%+1.9%1.196%
7/31/2025AlTi Global Inc.32,787$2.26M0.1%+461.1%0.153%
7/30/2025Retirement Planning Group LLC43,462$2.95M0.1%+219.9%0.203%
7/30/2025D.A. Davidson & CO.4,560$309K0.0%+9.7%0.021%
7/30/2025Whittier Trust Co.11,811$800K0.0%+17.5%0.055%
7/28/2025Evernest Financial Advisors LLC8,598$583K0.2%N/A0.040%
7/28/2025Fairman Group LLC1,637$111K0.1%+634.1%0.008%
7/28/2025Harbour Investments Inc.386$26K0.0%-30.2%0.002%
7/28/2025RFG Advisory LLC11,366$770K0.0%-15.0%0.053%
7/25/2025Allspring Global Investments Holdings LLC1,269$87K0.0%+27.8%0.006%
7/25/2025CWM LLC12,979$880K0.0%-1.1%0.061%
7/25/2025Johnson Investment Counsel Inc.22,217$1.51M0.0%+18.3%0.104%
7/25/2025Fifth Third Wealth Advisors LLC12,498$847K0.0%-16.1%0.058%
7/24/2025Strong Tower Advisory Services10,749$729K0.1%-1.9%0.050%
7/24/2025Ulland Investment Advisors LLC18,505$1.25M1.0%-8.2%0.086%
7/24/2025Blair William & Co. IL212,306$14.39M0.0%-2.5%0.990%
7/24/2025TFR Capital LLC.13,959$946K0.3%-13.6%0.065%
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%
7/22/2025Simplicity Wealth LLC171,088$11.60M0.5%+21.9%0.798%
7/22/2025OLD National Bancorp IN8,977$608K0.0%N/A0.042%
7/22/2025Wealthcare Advisory Partners LLC180,047$12.20M0.3%+181.8%0.839%
7/22/2025Berger Financial Group Inc138,848$9.41M0.6%+4.8%0.647%
7/21/2025NTV Asset Management LLC2,975$202K0.0%N/A0.014%
7/21/2025Greenwood Capital Associates LLC2,977$202K0.0%N/A0.014%
7/21/2025Red Mountain Financial LLC4,449$279K0.4%+5.3%0.021%
7/18/2025Pure Financial Advisors LLC14,772$1.00M0.0%+30.4%0.069%
7/18/2025SigFig Wealth Management LLC95,048$6.42M0.2%+36.8%0.443%
7/18/2025Truist Financial Corp185,494$12.57M0.0%-42.2%0.865%
7/17/2025Janney Montgomery Scott LLC53,054$3.60M0.0%-4.0%0.247%
7/17/2025GC Wealth Management RIA LLC17,114$1.16M0.1%-3.9%0.080%
7/16/2025ORG Partners LLC754$52K0.0%-19.8%0.004%
7/16/2025Kendall Capital Management310,495$21.05M5.6%+2.5%1.448%
7/16/2025Congress Asset Management Co.57,687$3.91M0.0%-67.4%0.269%
7/16/2025Perigon Wealth Management LLC7,028$476K0.0%+56.8%0.033%
7/15/2025James J. Burns & Company LLC77,867$5.28M0.9%+12.2%0.363%
7/15/2025Fifth Third Bancorp520,073$35.25M0.1%-5.2%2.425%
(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, 236 institutional investors and hedge funds held shares of iShares Russell 2500 ETF. The most heavily invested institutionals were Fort Washington Investment Advisors Inc. OH ($94.10M), Coldstream Capital Management Inc. ($65.79M), Bank of America Corp DE ($55.34M), FMR LLC ($48.57M), CENTRAL TRUST Co ($42.10M), Cresset Asset Management LLC ($40.93M), and Kestra Investment Management LLC ($37.38M).Learn more on iShares Russell 2500 ETF's institutional investors.

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

Of the 209 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. ($771.44K), Kestra Investment Management LLC ($549.77K), CENTRAL TRUST Co ($453.97K), Cresset Asset Management LLC ($400.06K), 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 6,361,166 shares in the last 24 months. This purchase volume represents approximately $423.28M in transactions.

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

Of the 95 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. ($553.19K), Envestnet Asset Management Inc. ($513.62K), Advisory Resource Group ($212.89K), Truist Financial Corp ($135.43K), Congress Asset Management Co. ($134.29K), CMH Wealth Management LLC ($131.69K), and Jane Street Group LLC ($95.13K).

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

Institutional investors have sold a total of 2,652,312 shares in the last 24 months. This volume of shares sold represents approximately $175.66M in transactions.


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This page (BATS:SMMD) was last updated on 10/10/2025 by MarketBeat.com Staff
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