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iShares Russell 2500 ETF (SMMD) Institutional Ownership

iShares Russell 2500 ETF logo
$73.37 +5.07 (+7.42%)
Closing price 09/17/2025 03:58 PM Eastern
Extended Trading
$73.40 +0.04 (+0.05%)
As of 09/17/2025 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.
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Institutional Ownership Changes (13F Filings) for iShares Russell 2500 ETF (BATS:SMMD)

Number of
Institutional Buyers
(last 12 months)
157
Total
Institutional Inflows
(last 12 months)
$430.15M
Number of
Institutional Sellers
(last 12 months)
96
Total
Institutional Outflows
(last 12 months)
$175.84M
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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
9/4/2025 SevenBridge Financial Group LLC3,906$275K0.0%-44.9%0.018%
9/4/2025 Osaic Holdings Inc.280,032$18.97M0.0%+199.9%1.306%
8/27/2025 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%
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%
8/7/2025 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%
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%
(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 6,462,605 shares in the last 24 months. This purchase volume represents approximately $430.15M in transactions.

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

Of the 96 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 2,655,152 shares in the last 24 months. This volume of shares sold represents approximately $175.84M in transactions.


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This page (BATS:SMMD) was last updated on 9/18/2025 by MarketBeat.com Staff
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