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iShares Russell 2500 ETF (SMMD) Institutional Ownership

iShares Russell 2500 ETF logo
$90.67 +0.16 (+0.18%)
As of 09/4/2026 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)
151
Total
Institutional Inflows
(last 12 months)
$575.88M
Number of
Institutional Sellers
(last 12 months)
66
Total
Institutional Outflows
(last 12 months)
$140.35M
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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
8/20/2026 JNBA Financial Advisors42,716$3.91M0.2%N/A0.199%
8/20/2026 M Holdings Securities Inc.24,009$2.20M0.3%N/A0.112%
8/12/2026 Compass Financial Management LLC685$84K0.0%N/A0.003%
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%
6/3/2026 Parallel Advisors LLC943$72K0.0%-17.5%0.004%
6/3/2026 NewEdge Advisors LLC6,816$520K0.0%+6.2%0.032%
5/26/2026 Glenmede Trust Co. NA4,413,593$336.98M1.7%+12.1%20.576%
5/19/2026 Bank of America Corp DE2,116,037$161.56M0.0%-34.7%9.865%
5/18/2026 Royal Bank of Canada35,469$2.71M0.0%-40.1%0.165%
5/16/2026 Quantinno Capital Management LP24,155$1.84M0.0%+13.0%0.113%
5/14/2026 Renaissance Technologies LLC5,000$382K0.0%N/A0.023%
5/14/2026 GC Wealth Management RIA LLC10,832$827K0.0%+9.1%0.050%
5/14/2026 MWA Asset Management878$67K0.0%N/A0.004%
5/13/2026 Cetera 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%
5/8/2026 MWA Asset Management878$67K0.0%N/A0.004%
5/7/2026 AlTi Global Inc.51,411$3.93M0.1%+44.2%0.240%
5/7/2026 Parallel Advisors LLC943$72K0.0%-17.5%0.004%
5/7/2026 Little House Capital LLC6,251$477K0.1%+2.4%0.029%
5/7/2026 Spartan Wealth Advisory Services LLC23,720$1.81M0.2%N/A0.111%
5/6/2026 Cornerstone Planning Group LLC451$34K0.0%-36.5%0.002%
5/6/2026 Assetmark Inc.736$56K0.0%+3,988.9%0.003%
5/6/2026 Angeles Wealth Management LLC358$27K0.0%+150.3%0.002%
5/6/2026 Clearstead Trust LLC1,927$147K0.0%N/A0.009%
5/6/2026 Bessemer Group Inc.6,002$458K0.0%+4.4%0.028%
5/6/2026 Allspring Global Investments Holdings LLC9,114$702K0.0%+235.1%0.042%
5/5/2026 D.A. Davidson & CO.6,548$500K0.0%+12.1%0.031%
5/5/2026 Bank of New York Mellon Corp4,340$331K0.0%+8.0%0.020%
5/5/2026 Sanctuary Advisors LLC7,962$608K0.0%+2.8%0.037%
5/4/2026 Retirement Planning Group LLC45,647$3.49M0.1%+1.6%0.213%
5/4/2026 Evernest Financial Advisors LLC32,492$2.74M0.6%+11.4%0.151%
5/4/2026 TFR Capital LLC.12,406$947K0.3%-7.0%0.058%
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5/4/2026 Sfam LLC175,608$13.41M12.4%-0.7%0.819%
5/2/2026 Diversify Wealth Management LLC6,193$514K0.0%-58.4%0.029%
5/1/2026 Fifth Third Bancorp3,058,941$233.55M0.4%+485.3%14.261%
5/1/2026 Simplicity Wealth LLC3,231$247K0.0%N/A0.015%
4/30/2026 Kestra Advisory Services LLC21,238$1.62M0.0%+7.6%0.099%
4/28/2026 Whittier Trust Co. of Nevada Inc.574$45K0.0%-91.2%0.003%
4/28/2026 Whittier Trust Co.38,965$3.03M0.0%+151.9%0.182%
4/28/2026 Ascentis Independent Advisors754$58K0.0%N/A0.004%
4/28/2026 Stephens Inc. AR4,597$351K0.0%N/A0.021%
4/28/2026 Berger 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%
4/27/2026 World Investment Advisors163,073$12.45M0.2%-49.6%0.760%
4/27/2026 Sierra Summit Advisors LLC11,611$886K0.1%+23.5%0.054%
4/27/2026 Private Advisor Group LLC17,747$1.36M0.0%-2.8%0.083%
4/24/2026 Fairman Group LLC7,258$554K0.5%+83.2%0.034%
4/23/2026 SevenBridge Financial Group LLC3,092$261K0.0%-3.7%0.014%
4/22/2026 Janney Montgomery Scott LLC132,395$10.11M0.0%+16.4%0.617%
4/22/2026 Mayfair Advisory Group LLC7,611$581K0.2%-3.5%0.035%
4/21/2026 Pinnacle 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%
4/18/2026 CENTRAL TRUST Co949,678$72.51M1.4%+27.1%4.427%
4/17/2026 Andina Capital Management LLC25,020$1.91M1.7%-31.2%0.117%
4/17/2026 Financial Management Network Inc.4,728$381K0.1%-10.4%0.022%
4/17/2026 James 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%
3/17/2026 Rockefeller Capital Management L.P.78,388$5.87M0.0%+20.7%0.365%
3/9/2026 Corient Private Wealth LLC15,519$1.16M0.0%N/A0.072%
3/4/2026 Pure Financial Advisors LLC37,344$2.80M0.0%+145.8%0.174%
3/4/2026 SHP Wealth Management664$50K0.0%N/A0.003%
2/19/2026 Compound Planning Inc.2,783$209K0.0%-24.9%0.013%
2/19/2026 Corient Private Wealth LLC15,519$1.13M0.0%N/A0.072%
2/18/2026 EP Wealth Advisors LLC7,009$525K0.0%N/A0.033%
2/18/2026 Fuller & Thaler Asset Management Inc.21,612$1.62M0.0%+234.6%0.101%
2/18/2026 NewEdge Advisors LLC6,416$481K0.0%+4.2%0.030%
2/18/2026 Palisade Capital Management LP152,701$11.44M0.3%N/A0.712%
2/18/2026 IHT 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%
2/18/2026 Bamco Inc. NY51,896$3.89M0.0%N/A0.242%
2/18/2026 Align Financial LLC88,055$6.60M0.0%N/A0.411%
2/17/2026 American Capital Management Inc.78,709$5.90M0.3%N/A0.367%
2/17/2026 Cetera Investment Advisers16,533$1.24M0.0%-20.6%0.077%
2/17/2026 Kovack Advisors Inc.9,984$748K0.0%N/A0.047%
2/17/2026 Osaic Holdings Inc.320,903$24.05M0.0%+13.8%1.496%
2/17/2026 Russell Investments Group Ltd.565$42K0.0%-53.3%0.003%
2/17/2026 Captrust Financial Advisors22,956$1.72M0.0%+71.5%0.107%
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2/17/2026 Royal Bank of Canada59,166$4.43M0.0%+25.7%0.276%
2/17/2026 Blair William & Co. IL479,957$35.97M0.1%+156.7%2.238%
2/16/2026 MML Investors Services LLC47,059$3.53M0.0%+10.9%0.219%
2/16/2026 Mariner LLC89,660$6.72M0.0%+8.8%0.418%
2/16/2026 Evernest Financial Advisors LLC29,171$2.38M0.5%+61.0%0.136%
2/16/2026 Focus Partners Wealth757,995$56.80M0.1%+53.0%3.534%
2/16/2026 Aptus Capital Advisors LLC3,336$250K0.0%-9.6%0.016%
2/13/2026 Kestra 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%
2/13/2026 AlTi Global Inc.35,659$2.67M0.1%+7.8%0.166%


SMMD Institutional Ownership - Frequently Asked Questions

During the previous two years, 255 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 227 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), CENTRAL TRUST Co ($660.87K), Glenmede Trust Co. NA ($576.47K), Fort Washington Investment Advisors Inc. OH ($568.45K), Coldstream Capital Management Inc. ($558.37K), Glenmede Investment Management LP ($473.94K), and Gerber Kawasaki Wealth & Investment Management ($471.06K).

Institutional investors have bought a total of 7,592,404 shares in the last 24 months. This purchase volume represents approximately $575.88M in transactions.

Of the 66 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), World Investment Advisors ($176.08K), Coldstream Capital Management Inc. ($122.85K), Susquehanna International Group LLP ($61.76K), Harbor Capital Advisors Inc. ($42.96K), Brio Consultants LLC ($32.94K), and Blair William & Co. IL ($25.32K).

Institutional investors have sold a total of 1,849,257 shares in the last 24 months. This volume of shares sold represents approximately $140.35M in transactions.


Related Companies

Institutional ownership data for BATS:SMMD is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/20/2026. New 13F filings are added each quarter as they're published.
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