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iShares Russell 2500 ETF (SMMD) Institutional Ownership

iShares Russell 2500 ETF logo
$89.18 +0.04 (+0.04%)
As of 07/24/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for iShares Russell 2500 ETF (BATS:SMMD)

Number of
Institutional Buyers
(last 12 months)
158
Total
Institutional Inflows
(last 12 months)
$615.65M
Number of
Institutional Sellers
(last 12 months)
80
Total
Institutional Outflows
(last 12 months)
$181.77M
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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
7/10/2026 Wealthcare Advisory Partners LLC257,371$23.58M0.4%-5.3%1.200%
7/9/2026 HF Advisory Group LLC19,037$1.74M0.5%-1.3%0.089%
7/8/2026 Thayer Financial L.L.C.8,913$817K0.7%-1.6%0.042%
7/8/2026 First Heartland Consultants Inc.3,464$317K0.0%-9.1%0.016%
7/7/2026 Bill Few Associates Inc.6,703$614K0.1%+39.2%0.031%
7/7/2026 Pacific Excel Wealth Advisors Inc.89,987$8.25M3.2%N/A0.420%
7/2/2026 MassMutual Private Wealth & Trust FSB2,940$269K0.0%+36.4%0.014%
7/2/2026 Diesslin Group Inc.351,000$32.16M12.4%+20.5%1.636%
7/2/2026 CX Institutional69,157$6.34M0.2%-0.8%0.322%
6/3/2026Parallel Advisors LLC943$72K0.0%-17.5%0.004%
6/3/2026NewEdge Advisors LLC6,816$520K0.0%+6.2%0.032%
5/26/2026Glenmede Trust Co. NA4,413,593$336.98M1.7%+12.1%20.576%
5/19/2026Bank of America Corp DE2,116,037$161.56M0.0%-34.7%9.865%
5/18/2026Royal Bank of Canada35,469$2.71M0.0%-40.1%0.165%
5/16/2026Quantinno Capital Management LP24,155$1.84M0.0%+13.0%0.113%
5/14/2026Renaissance Technologies LLC5,000$382K0.0%N/A0.023%
5/14/2026 GC Wealth Management RIA LLC10,832$827K0.0%+9.1%0.050%
5/14/2026MWA Asset Management878$67K0.0%N/A0.004%
5/13/2026Cetera Investment Advisers17,218$1.32M0.0%+4.1%0.080%
5/13/2026 First Citizens Bank & Trust Co.3,116$238K0.0%N/A0.015%
5/8/2026MWA Asset Management878$67K0.0%N/A0.004%
5/7/2026AlTi Global Inc.51,411$3.93M0.1%+44.2%0.240%
5/7/2026Parallel Advisors LLC943$72K0.0%-17.5%0.004%
5/7/2026Little House Capital LLC6,251$477K0.1%+2.4%0.029%
5/7/2026Spartan Wealth Advisory Services LLC23,720$1.81M0.2%N/A0.111%
5/6/2026Cornerstone Planning Group LLC451$34K0.0%-36.5%0.002%
5/6/2026Assetmark Inc.736$56K0.0%+3,988.9%0.003%
5/6/2026Angeles Wealth Management LLC358$27K0.0%+150.3%0.002%
5/6/2026Clearstead Trust LLC1,927$147K0.0%N/A0.009%
5/6/2026Bessemer Group Inc.6,002$458K0.0%+4.4%0.028%
5/6/2026Allspring Global Investments Holdings LLC9,114$702K0.0%+235.1%0.042%
5/5/2026D.A. Davidson & CO.6,548$500K0.0%+12.1%0.031%
5/5/2026Bank of New York Mellon Corp4,340$331K0.0%+8.0%0.020%
5/5/2026Sanctuary Advisors LLC7,962$608K0.0%+2.8%0.037%
5/4/2026Retirement Planning Group LLC45,647$3.49M0.1%+1.6%0.213%
5/4/2026Evernest Financial Advisors LLC32,492$2.74M0.6%+11.4%0.151%
5/4/2026TFR Capital LLC.12,406$947K0.3%-7.0%0.058%
5/4/2026Sfam LLC175,608$13.41M12.4%-0.7%0.819%
5/2/2026Diversify Wealth Management LLC6,193$514K0.0%-58.4%0.029%
5/1/2026Fifth Third Bancorp3,058,941$233.55M0.4%+485.3%14.261%
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5/1/2026Simplicity Wealth LLC3,231$247K0.0%N/A0.015%
4/30/2026Kestra Advisory Services LLC21,238$1.62M0.0%+7.6%0.099%
4/28/2026Whittier Trust Co. of Nevada Inc.574$45K0.0%-91.2%0.003%
4/28/2026Whittier Trust Co.38,965$3.03M0.0%+151.9%0.182%
4/28/2026Ascentis Independent Advisors754$58K0.0%N/A0.004%
4/28/2026Stephens Inc. AR4,597$351K0.0%N/A0.021%
4/28/2026Berger Financial Group Inc143,458$10.95M0.6%+1.7%0.669%
4/28/2026 Value Investment Professionals LLC3,750$286K0.1%N/A0.017%
4/28/2026 QRG Capital Management Inc.13,051$996K0.0%N/A0.061%
4/27/2026World Investment Advisors163,073$12.45M0.2%-49.6%0.760%
4/27/2026 Sierra Summit Advisors LLC11,611$886K0.1%+23.5%0.054%
4/27/2026Private Advisor Group LLC17,747$1.36M0.0%-2.8%0.083%
4/24/2026Fairman Group LLC7,258$554K0.5%+83.2%0.034%
4/23/2026SevenBridge Financial Group LLC3,092$261K0.0%-3.7%0.014%
4/22/2026Janney Montgomery Scott LLC132,395$10.11M0.0%+16.4%0.617%
4/22/2026Mayfair Advisory Group LLC7,611$581K0.2%-3.5%0.035%
4/21/2026Pinnacle Wealth Management Advisory Group LLC20,988$1.60M0.1%N/A0.098%
4/21/2026 HF Advisory Group LLC19,297$1.47M0.5%-1.3%0.090%
4/20/2026 Park Edge Advisors LLC3,411$260K0.1%N/A0.016%
4/20/2026 Blue Trust Inc.16,384$1.25M0.0%-47.2%0.076%
4/20/2026 Trust Co. of Oklahoma5,785$442K0.1%N/A0.027%
4/20/2026 Fifth Third Wealth Advisors LLC14,245$1.09M0.0%-1.8%0.066%
4/18/2026CENTRAL TRUST Co949,678$72.51M1.4%+27.1%4.427%
4/17/2026Andina Capital Management LLC25,020$1.91M1.7%-31.2%0.117%
4/17/2026Financial Management Network Inc.4,728$381K0.1%-10.4%0.022%
4/17/2026James J. Burns & Company LLC73,776$5.63M0.8%-1.9%0.344%
4/16/2026 Diversified Trust Co5,768$440K0.0%+41.8%0.027%
3/17/2026Rockefeller Capital Management L.P.78,388$5.87M0.0%+20.7%0.365%
3/9/2026Corient Private Wealth LLC15,519$1.16M0.0%N/A0.072%
3/4/2026Pure Financial Advisors LLC37,344$2.80M0.0%+145.8%0.174%
3/4/2026SHP Wealth Management664$50K0.0%N/A0.003%
2/19/2026Compound Planning Inc.2,783$209K0.0%-24.9%0.013%
2/19/2026Corient Private Wealth LLC15,519$1.13M0.0%N/A0.072%
2/18/2026EP Wealth Advisors LLC7,009$525K0.0%N/A0.033%
2/18/2026Fuller & Thaler Asset Management Inc.21,612$1.62M0.0%+234.6%0.101%
2/18/2026NewEdge Advisors LLC6,416$481K0.0%+4.2%0.030%
2/18/2026Palisade Capital Management LP152,701$11.44M0.3%N/A0.712%
2/18/2026IHT Wealth Management LLC2,912$218K0.0%N/A0.014%
2/18/2026 City National Bank of Florida MSD150,287$11.26M7.4%-11.4%0.701%
2/18/2026Bamco Inc. NY51,896$3.89M0.0%N/A0.242%
2/18/2026Align Financial LLC88,055$6.60M0.0%N/A0.411%
2/17/2026American Capital Management Inc.78,709$5.90M0.3%N/A0.367%
2/17/2026Cetera Investment Advisers16,533$1.24M0.0%-20.6%0.077%
2/17/2026Kovack Advisors Inc.9,984$748K0.0%N/A0.047%
2/17/2026Osaic Holdings Inc.320,903$24.05M0.0%+13.8%1.496%
2/17/2026Russell Investments Group Ltd.565$42K0.0%-53.3%0.003%
2/17/2026Captrust Financial Advisors22,956$1.72M0.0%+71.5%0.107%
2/17/2026Royal Bank of Canada59,166$4.43M0.0%+25.7%0.276%
2/17/2026Blair William & Co. IL479,957$35.97M0.1%+156.7%2.238%
2/16/2026MML Investors Services LLC47,059$3.53M0.0%+10.9%0.219%
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2/16/2026Mariner LLC89,660$6.72M0.0%+8.8%0.418%
2/16/2026Evernest Financial Advisors LLC29,171$2.38M0.5%+61.0%0.136%
2/16/2026Focus Partners Wealth757,995$56.80M0.1%+53.0%3.534%
2/16/2026Aptus Capital Advisors LLC3,336$250K0.0%-9.6%0.016%
2/13/2026Kestra Advisory Services LLC19,747$1.48M0.0%+3.9%0.092%
2/13/2026 Johnson Investment Counsel Inc.33,653$2.52M0.0%-8.1%0.157%
2/13/2026AlTi Global Inc.35,659$2.67M0.1%+7.8%0.166%
2/13/2026Wells Fargo & Company MN19,242$1.44M0.0%+27.0%0.090%
2/13/2026Wealthspire Advisors LLC507,585$38.04M0.3%+1.5%2.366%
2/13/2026Gerber Kawasaki Wealth & Investment Management471,055$35.30M1.2%+6.1%2.196%


SMMD Institutional Ownership - Frequently Asked Questions

During the previous two years, 256 institutional investors and hedge funds held shares of iShares Russell 2500 ETF. The most heavily invested institutionals were Glenmede Trust Co. NA ($336.98M), Glenmede Investment Management LP ($251.03M), Fifth Third Bancorp ($233.55M), Bank of America Corp DE ($161.56M), Fort Washington Investment Advisors Inc. OH ($94.10M), CENTRAL TRUST Co ($72.51M), and Coldstream Capital Management Inc. ($63.54M).Learn more on iShares Russell 2500 ETF's institutional investors.

Of the 230 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: Fifth Third Bancorp ($2.54M), Fort Washington Investment Advisors Inc. OH ($1.05M), CENTRAL TRUST Co ($660.87K), Glenmede Trust Co. NA ($576.47K), Coldstream Capital Management Inc. ($558.37K), Kestra Investment Management LLC ($549.77K), and Glenmede Investment Management LP ($473.94K).

Institutional investors have bought a total of 8,203,728 shares in the last 24 months. This purchase volume represents approximately $615.65M in transactions.

Of the 79 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: Bank of America Corp DE ($1.12M), Coldstream Capital Management Inc. ($361.00K), World Investment Advisors ($180.91K), Orion Porfolio Solutions LLC ($95.42K), Cresset Asset Management LLC ($89.81K), Susquehanna International Group LLP ($61.76K), and Brio Consultants LLC ($55.65K).

Institutional investors have sold a total of 2,461,280 shares in the last 24 months. This volume of shares sold represents approximately $181.77M in transactions.


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This page (BATS:SMMD) was last updated on 7/25/2026 by MarketBeat.com Staff.
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