iShares Russell 2500 ETF (SMMD) Institutional Ownership $72.16 +3.86 (+5.65%) Closing price 09/3/2025 03:58 PM EasternExtended Trading$72.20 +0.04 (+0.05%) As of 09/3/2025 04:10 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartHeadlinesHoldingsOwnershipRatingsBuy This Stock Institutional Ownership Changes (13F Filings) for iShares Russell 2500 ETF (BATS:SMMD)Number ofInstitutional Buyers(last 12 months)157TotalInstitutional Inflows(last 12 months)$417.83MNumber ofInstitutional Sellers(last 12 months)95TotalInstitutional Outflows(last 12 months)$175.63M Get SMMD Insider Trade Alerts Want to know when executives and insiders are buying or selling iShares Russell 2500 ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Subscribe Now View SMS TermsBy entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy. Skip Chart & View Institutional Buying and Selling Data SMMD Institutional Buying and Selling by Quarter iShares Russell 2500 ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails8/27/2025 Orion Porfolio Solutions LLC121,015$8.20M0.1%+0.4%0.564% 8/15/2025 Tower Research Capital LLC TRC 19,522$1.32M0.0%+2.1%0.091% 8/15/2025 Corient Private Wealth LLC12,156$824K0.0%-24.1%0.057% 8/15/2025 Captrust Financial Advisors14,248$966K0.0%+26.1%0.066% 8/15/2025 Smartleaf Asset Management LLC39,282$2.66M0.2%+2.3%0.183% 8/15/2025 Orion Porfolio Solutions LLC27,681$1.88M0.0%-77.0%0.129% 8/15/2025 MML Investors Services LLC41,474$2.81M0.0%+22.7%0.193% 8/15/2025 EP Wealth Advisors LLC6,364$431K0.0%-4.8%0.030% 8/15/2025 Curi Capital LLC51,384$3.48M0.1%+92.5%0.240% 8/15/2025 BBR Partners LLC11,206$760K0.0%N/A0.052% Get the Latest News and Ratings for SMMD and Related StocksEnter your email address below to receive the latest news and analysts' ratings for iShares Russell 2500 ETF and its competitors with MarketBeat's FREE daily newsletter. 8/15/2025 Bank of America Corp DE816,499$55.34M0.0%+1.3%3.807% 8/15/2025 Ameriprise Financial Inc.41,345$2.80M0.0%-0.4%0.193% 8/14/2025 Jane Street Group LLC22,002$1.49M0.0%-71.4%0.103% 8/14/2025 Raymond James Financial Inc.158,394$10.74M0.0%-13.9%0.738% 8/14/2025 NewEdge Advisors LLC6,304$427K0.0%+299.7%0.029% 8/14/2025 Certuity LLC10,676$724K0.1%-3.3%0.050% 8/14/2025 Gerber Kawasaki Wealth & Investment Management115,875$7.85M0.3%N/A0.540% 8/14/2025 Cary Street Partners Financial LLC9,219$625K0.0%-23.4%0.043% 8/13/2025 SageView Advisory Group LLC5,081$357K0.0%-8.3%0.024% 8/13/2025 Cresset Asset Management LLC603,824$40.93M0.2%-12.9%2.815% 8/13/2025 Baird Financial Group Inc.46,169$3.13M0.0%+2.5%0.215% 8/13/2025 Trek Financial LLC35,916$2.43M0.2%+24.0%0.167% 8/13/2025 IAG Wealth Partners LLC815$55K0.0%-48.9%0.004% 8/13/2025 First National Advisers LLC3,043$206K0.0%N/A0.014% 8/13/2025 Northwestern Mutual Wealth Management Co.21,576$1.46M0.0%+60.5%0.101% 8/13/2025 Mayfair Advisory Group LLC7,203$496K0.2%+7.7%0.034% 8/13/2025 Quadrant Capital Group LLC23,172$1.57M0.1%-0.6%0.108% 8/13/2025 Russell Investments Group Ltd.1,210$82K0.0%N/A0.006% 8/12/2025 Coldstream Capital Management Inc.970,694$65.79M1.1%-19.7%4.525% 8/12/2025 Sierra Summit Advisors LLC8,520$577K0.1%+2.2%0.040% 8/12/2025 Sfmg LLC3,997$271K0.0%+12.5%0.019% 8/12/2025 Franklin Resources Inc.4,853$329K0.0%N/A0.023% 8/12/2025 MAI Capital Management59,098$4.01M0.0%+2,596.1%0.276% 8/12/2025 JPMorgan Chase & Co.19,926$1.35M0.0%-54.1%0.093% 8/11/2025 Wealthspire Advisors LLC503,388$34.12M0.2%+4.4%2.347% 8/8/2025 Rockefeller Capital Management L.P.64,973$4.40M0.0%-12.2%0.303% 8/8/2025 Citizens Financial Group Inc. RI3,527$239K0.0%-6.0%0.016% 8/8/2025 Cetera Investment Advisers8,827$598K0.0%-56.1%0.041% 8/8/2025 Creative Planning12,183$826K0.0%-19.8%0.057% 8/7/2025 Lakeridge Wealth Management LLC7,195$488K0.2%-8.6%0.034% Retire Comfortably with These New Monthly Income ETFs? (Ad)Too many retirees lie awake at night, worried their savings won’t last. Traditional advice and tiny returns just aren’t enough anymore. But what if you could reach your Freedom Number—the monthly income that makes retirement secure—using far less money than you thought possible? That’s exactly what Kelly G. discovered. She calls it “life-changing,” saying the income just keeps growing and that early retirement suddenly looks real. This strategy was once reserved for the ultra-wealthy, but it’s now available to everyday investors.Click here to watch the free presentation and learn how to calculate your personal Freedom Number—an8/7/2025 CENTRAL TRUST Co621,081$42.10M1.0%+14.0%2.895% 8/7/2025 Altman Advisors Inc.22,279$1.51M0.6%+5.3%0.104% 8/7/2025 Brio Consultants LLC169,041$11.46M1.7%-11.8%0.788% 8/6/2025 Vestmark Advisory Solutions Inc.338,643$22.95M0.3%-4.6%1.579% 8/6/2025 Savant Capital LLC9,820$666K0.0%-2.9%0.046% 8/6/2025 OneAscent Wealth Management LLC7,897$535K0.2%+14.9%0.037% 8/5/2025 Huntington National Bank17,120$1.16M0.0%-6.0%0.080% 8/5/2025 Benchmark Financial Wealth Advisors LLC71,026$4.81M1.6%+18.9%0.331% 8/4/2025 Integrity Alliance LLC.3,284$223K0.0%-27.9%0.015% 8/4/2025 Spire Wealth Management2,264$153K0.0%+374.6%0.011% 8/4/2025 World Investment Advisors339,153$22.99M0.5%-1.4%1.581% 8/1/2025 Centerpoint Advisors LLC30,637$2.08M0.7%N/A0.143% 8/1/2025 Rossby Financial LCC92,198$6.25M2.3%+10.3%0.430% 8/1/2025 Bessemer Group Inc.2,630$178K0.0%N/A0.012% 8/1/2025 GoalVest Advisory LLC2,039$138K0.0%-53.0%0.010% 8/1/2025 First Command Advisory Services Inc.648$44K0.0%N/A0.003% 8/1/2025 Envestnet Asset Management Inc.256,516$17.39M0.0%+1.9%1.196% 7/31/2025 AlTi Global Inc.32,787$2.26M0.1%+461.1%0.153% 7/30/2025 Retirement Planning Group LLC43,462$2.95M0.1%+219.9%0.203% 7/30/2025 D.A. Davidson & CO.4,560$309K0.0%+9.7%0.021% 7/30/2025 Whittier Trust Co.11,811$800K0.0%+17.5%0.055% 7/28/2025 Evernest Financial Advisors LLC8,598$583K0.2%N/A0.040% 7/28/2025 Fairman Group LLC1,637$111K0.1%+634.1%0.008% 7/28/2025 Harbour Investments Inc.386$26K0.0%-30.2%0.002% 7/28/2025 RFG Advisory LLC11,366$770K0.0%-15.0%0.053% 7/25/2025 Allspring Global Investments Holdings LLC1,269$87K0.0%+27.8%0.006% 7/25/2025 CWM LLC12,979$880K0.0%-1.1%0.061% 7/25/2025 Johnson Investment Counsel Inc.22,217$1.51M0.0%+18.3%0.104% 7/25/2025 Fifth Third Wealth Advisors LLC12,498$847K0.0%-16.1%0.058% 7/24/2025 Strong Tower Advisory Services10,749$729K0.1%-1.9%0.050% 7/24/2025 Ulland Investment Advisors LLC18,505$1.25M1.0%-8.2%0.086% 7/24/2025 Blair William & Co. IL212,306$14.39M0.0%-2.5%0.990% 7/24/2025 TFR Capital LLC.13,959$946K0.3%-13.6%0.065% 7/24/2025 US Bancorp DE326,022$22.10M0.0%-4.2%1.520% 7/23/2025 Canopy 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% Retire Comfortably with These New Monthly Income ETFs? (Ad)Too many retirees lie awake at night, worried their savings won’t last. Traditional advice and tiny returns just aren’t enough anymore. But what if you could reach your Freedom Number—the monthly income that makes retirement secure—using far less money than you thought possible? That’s exactly what Kelly G. discovered. She calls it “life-changing,” saying the income just keeps growing and that early retirement suddenly looks real. This strategy was once reserved for the ultra-wealthy, but it’s now available to everyday investors.Click here to watch the free presentation and learn how to calculate your personal Freedom Number—an7/16/2025 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% (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, 235 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 208 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 6,280,863 shares in the last 24 months. This purchase volume represents approximately $417.83M 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 2,651,966 shares in the last 24 months. This volume of shares sold represents approximately $175.63M in transactions. Related Companies WisdomTree U.S. Value Fund Institutional Ownership iShares MSCI USA Equal Weighted ETF Institutional Ownership T. Rowe Price Blue Chip Growth ETF Institutional Ownership FlexShares Morningstar US Market Factor Tilt Index Fund Institutional Ownership Franklin U.S. Equity Index ETF Institutional Ownership SPDR MSCI ACWI ex-US ETF Institutional Ownership Goldman Sachs MarketBeta US 1000 Equity ETF Institutional Ownership American Century U.S. Quality Growth ETF Institutional Ownership Columbia EM Core ex-China ETF Institutional Ownership iShares Morningstar U.S. Equity ETF Institutional Ownership This page (BATS:SMMD) was last updated on 9/4/2025 by MarketBeat.com Staff From Our PartnersCrypto Income (almost instantly)How would you like to collect a small percentage of the $4 billion changing hands daily in the crypto market? ...Awesomely, LLC | SponsoredWhat's the Best Way to Lower RMD Taxes?Turning 73 triggers a key IRS rule: you must begin taking required minimum distributions (RMDs) from certain r...SmartAsset | SponsoredNVIDIA's Worst Nightmare?$2 TRILLION Quantum Gold Rush While everyone fights over expensive AI stocks... McKinsey just revealed the ...The Oxford Club | SponsoredRetire Comfortably with These New Monthly Income ETFs?Too many retirees lie awake at night, worried their savings won’t last. Traditional advice and tiny returns ju...Investors Alley | SponsoredThe End of Elon Musk…?The End of Elon Musk? Don't make him laugh. Jeff Brown has been hearing this same tired story for years, an...Brownstone Research | SponsoredMarket Panic: Trump Just Dropped a Bomb on Your Stockstock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...American Alternative | SponsoredFree: The Crypto Summit That Could Change Your Life27 industry leaders share urgent market intel (free access)... For a very limited time, you can claim your ...Crypto 101 Media | SponsoredThis Massive Market is Ripe for Disruption by this NasdaqFanatics Hit $31B. This Nasdaq Company Is Building the Next Wave Fanatics built a merch empire by owning th...i2i Marketing Group, LLC | Sponsored Adding Choose a watchlist: Watchlist Adding You have already added ten stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding iShares Russell 2500 ETF Please log in to your account or sign up in order to add this asset to your watchlist. Share iShares Russell 2500 ETF With A Colleague Link copied to clipboard. Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Free SMMD Stock Alerts