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iShares Russell 2500 ETF (SMMD) Institutional Ownership

iShares Russell 2500 ETF logo
$67.68 -0.62 (-0.90%)
As of 01:44 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)
144
Total
Institutional Inflows
(last 12 months)
$447.51M
Number of
Institutional Sellers
(last 12 months)
78
Total
Institutional Outflows
(last 12 months)
$124.60M
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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
6/27/2025Goldman Sachs Group Inc.12,042$753K0.0%-33.7%0.056%
5/20/2025Focus Partners Wealth404,581$25.30M0.1%+81.5%1.827%
5/20/2025Integrity Alliance LLC.4,556$285K0.0%N/A0.021%
5/19/2025Jane Street Group LLC77,005$4.82M0.0%+1,288.2%0.348%
5/19/2025SageView Advisory Group LLC5,538$346K0.0%N/A0.025%
5/19/2025Legacy Advisory Services LLC7,411$463K0.4%N/A0.033%
5/16/2025Goldman Sachs Group Inc.12,042$753K0.0%-33.7%0.054%
5/16/2025Jones Financial Companies Lllp33,978$2.13M0.0%+13,330.0%0.153%
5/16/2025Curi RMB Capital LLC26,699$1.67M0.0%N/A0.121%
5/16/2025AlTi Global Inc.5,843$365K0.0%N/A0.026%
5/15/2025Flputnam Investment Management Co.12,329$771K0.0%+20.6%0.056%
5/15/2025Royal Bank of Canada58,273$3.64M0.0%+12.0%0.263%
5/15/2025Baird Financial Group Inc.45,054$2.82M0.0%+18.3%0.203%
5/14/2025Comerica Bank1,703$107K0.0%+12.1%0.008%
5/14/2025Smartleaf Asset Management LLC38,404$2.41M0.2%-4.3%0.173%
5/14/2025Northwestern Mutual Wealth Management Co.13,447$841K0.0%+33.0%0.061%
5/14/2025Kestra Advisory Services LLC14,407$901K0.0%-19.2%0.065%
5/14/2025Compound Planning Inc.5,460$341K0.0%+15.8%0.025%
5/14/2025CW Advisors LLC17,641$1.10M0.0%-27.7%0.080%
5/14/2025Flow Traders U.S. LLC23,663$1.48M0.1%N/A0.107%
5/14/2025Capital Analysts LLC3,966$248K0.0%-35.2%0.018%
5/14/2025Andina Capital Management LLC32,205$2.01M1.4%+27.4%0.145%
5/14/2025Fuller & Thaler Asset Management Inc.4,727$296K0.0%N/A0.021%
5/13/2025Raymond James Financial Inc.183,982$11.51M0.0%+11.0%0.831%
5/13/2025Cresset Asset Management LLC693,636$43.38M0.2%+9.1%3.132%
5/13/2025Kovitz Investment Group Partners LLC216,691$13.55M0.1%+3.8%0.978%
5/13/2025Vestmark Advisory Solutions Inc.354,819$22.19M0.6%N/A1.602%
5/13/2025HighTower Advisors LLC124,245$7.77M0.0%-27.3%0.561%
5/12/2025Berger Financial Group Inc132,441$8.28M0.6%-19.2%0.598%
5/12/2025Sierra Summit Advisors LLC8,338$521K0.1%-29.9%0.038%
5/12/2025AlphaCore Capital LLC1,174$73K0.0%N/A0.005%
5/9/2025Wealthspire Advisors LLC481,972$30.14M0.2%+2.7%2.176%
5/9/2025Atria Wealth Solutions Inc.6,587$412K0.0%-12.5%0.030%
5/9/2025Cary Street Partners Financial LLC12,035$753K0.0%-11.3%0.054%
5/9/2025Advyzon Investment Management LLC7,210$451K0.2%-45.0%0.033%
5/9/2025Sfmg LLC3,553$222K0.0%+7.5%0.016%
5/9/2025Blair William & Co. IL217,804$13.62M0.0%-2.2%0.983%
5/8/2025US Bancorp DE340,315$21.28M0.1%-3.6%1.644%
5/7/2025Canopy Partners LLC15,308$957K0.4%-15.5%0.074%
5/7/2025Financial Management Network Inc.5,479$343K0.1%+11.4%0.026%
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5/7/2025Vantage Financial Partners LLC3,887$243K0.1%N/A0.019%
5/7/2025LPL Financial LLC131,999$8.26M0.0%-5.4%0.638%
5/6/2025USAdvisors Wealth Management LLC11,407$713K0.2%-17.8%0.055%
5/6/2025Cetera Investment Advisers20,120$1.26M0.0%+17.3%0.097%
5/6/2025Avantax Advisory Services Inc.27,498$1.72M0.0%-3.1%0.133%
5/6/2025City National Bank of Florida MSD141,874$8.87M8.0%+16.3%0.685%
5/2/2025Altman Advisors Inc.21,160$1.32M0.6%-6.2%0.102%
5/2/2025Whittier Trust Co.10,056$629K0.0%+24.8%0.049%
5/2/2025Catalyst Financial Partners LLC64,276$4.02M0.7%+28.1%0.311%
5/1/2025TFR Capital LLC.16,161$1.01M0.4%+11.5%0.078%
5/1/2025Diversify Wealth Management LLC3,424$211K0.0%-25.1%0.017%
4/30/2025Cerity Partners LLC7,769$486K0.0%-2.7%0.038%
4/30/2025Van Cleef Asset Management Inc3,885$243K0.0%-7.7%0.019%
4/30/2025Trek Financial LLC28,963$1.81M0.1%-51.4%0.140%
4/29/2025TD Private Client Wealth LLC2,852$178K0.0%+6.2%0.014%
4/29/2025Envestnet Asset Management Inc.251,793$15.75M0.0%-67.1%1.216%
4/29/2025Bank of New York Mellon Corp3,796$237K0.0%+11.9%0.018%
4/29/2025World Investment Advisors343,986$21.51M0.6%-0.3%1.662%
4/29/2025OneDigital Investment Advisors LLC78,395$4.90M0.1%-4.0%0.379%
4/28/2025D.A. Davidson & CO.4,155$260K0.0%-7.6%0.020%
4/28/2025Red Mountain Financial LLC4,226$264K0.3%-9.5%0.020%
4/28/2025Rossby Financial LCC83,607$5.10M2.1%+70.3%0.404%
4/25/2025Benchmark Financial Wealth Advisors LLC59,735$3.74M1.4%-16.1%0.289%
4/25/2025Kendall Capital Management303,038$18.95M5.6%+3.5%1.464%
4/25/2025Little House Capital LLC7,545$472K0.1%+9.1%0.036%
4/24/2025Allspring Global Investments Holdings LLC993$62K0.0%N/A0.005%
4/23/2025Pure Financial Advisors LLC11,328$708K0.0%+34.1%0.055%
4/23/2025Perigon Wealth Management LLC4,481$280K0.0%+8.1%0.022%
4/23/2025Spire Wealth Management477$30K0.0%+213.8%0.002%
4/23/2025SC&H Financial Advisors Inc.7,890$493K0.1%+41.1%0.038%
4/22/2025Wetzel Investment Advisors Inc.5,287$331K0.2%+22.3%0.026%
4/22/2025Cambridge Investment Research Advisors Inc.11,927$746K0.0%+12.9%0.058%
4/21/2025Means Investment CO. Inc.3,600$225K0.0%-47.1%0.017%
4/21/2025Advisory Resource Group33,624$2.10M0.4%-6.4%0.162%
4/21/2025Johnson Investment Counsel Inc.18,776$1.17M0.0%-32.1%0.091%
4/21/2025CWA Asset Management Group LLC142,924$8.94M0.4%+3.5%0.690%
4/18/2025Mayfair Advisory Group LLC6,689$418K0.2%+19.3%0.032%
4/18/2025CENTRAL TRUST Co544,859$34.08M0.8%+22.0%2.632%
4/17/2025Janney Montgomery Scott LLC55,264$3.46M0.0%+2.0%0.267%
4/16/2025Fort Washington Investment Advisors Inc. OH1,504,650$94.10M0.6%+10.3%7.304%
4/15/2025Fifth Third Bancorp548,480$34.30M0.1%-1.2%2.663%
4/15/2025Ulland Investment Advisors LLC20,160$1.26M1.1%-24.8%0.098%
4/15/2025CX Institutional49,208$3.08M0.1%+47.1%0.239%
4/15/2025Simplicity Wealth LLC140,355$8.78M0.7%+18.3%0.681%
4/15/2025Wealthcare Advisory Partners LLC63,892$4.00M0.1%-23.9%0.310%
4/14/2025Harbor Capital Advisors Inc.202,985$12.70M0.6%N/A0.985%
4/14/2025Farther Finance Advisors LLC822$52K0.0%N/A0.004%
4/14/2025CMH Wealth Management LLC258,417$16.16M4.0%-0.2%1.254%
4/14/2025Charter Oak Capital Management LLC16,156$1.01M0.1%-10.9%0.078%
4/11/2025Congress Asset Management Co.177,071$11.07M0.1%+83.7%0.860%
New Rule Hits in July — The Smart Money Already Moved (Ad)

A little-known regulation quietly goes into effect this July. And it's already being exploited by Wall Street and the Big Banks… It gives them the green light to treat a certain tangible asset as equivalent to cold, hard cash. Not stocks. Not real estate. And definitely not the U.S. dollar. We're talking about something they don't want you to notice — because the fewer people who act on this, the better it is for them.

To help you get started, we're giving away a FREE Wealth Protection Guide that shows you exactly how
4/10/2025Retirement Planning Group LLC13,586$850K0.0%N/A0.066%
4/10/2025HF Advisory Group LLC19,151$1.20M0.5%+4.8%0.093%
4/10/2025Heritage Family Offices LLP219,999$13.76M7.0%+15.4%1.068%
4/9/2025RFG Advisory LLC13,372$836K0.0%-6.9%0.065%
4/9/2025Strong Tower Advisory Services10,954$685K0.2%-31.3%0.053%
4/9/2025SigFig Wealth Management LLC69,497$4.36M0.2%+33.3%0.337%
4/8/2025Fifth Third Wealth Advisors LLC14,895$932K0.0%+28.5%0.072%
4/8/2025James J. Burns & Company LLC69,417$4.34M0.8%-2.8%0.337%
4/8/2025Parallel Advisors LLC2,001$125K0.0%-31.9%0.010%
4/7/2025O Connor Financial Group LLC3,929$246K0.1%+6.0%0.019%
(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, 218 institutional investors and hedge funds held shares of iShares Russell 2500 ETF. The most heavily invested institutionals were Coldstream Capital Management Inc. ($107.97M), Fort Washington Investment Advisors Inc. OH ($94.10M), FMR LLC ($48.57M), Bank of America Corp DE ($46.81M), Cresset Asset Management LLC ($43.38M), Kestra Investment Management LLC ($37.38M), and Fifth Third Bancorp ($34.30M).Learn more on iShares Russell 2500 ETF's institutional investors.

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

Of the 194 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. ($961.65K), Kestra Investment Management LLC ($549.77K), Cresset Asset Management LLC ($400.06K), CENTRAL TRUST Co ($390.05K), 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 6,815,112 shares in the last 24 months. This purchase volume represents approximately $447.51M in transactions.

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

Of the 78 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. ($574.75K), Envestnet Asset Management Inc. ($552.75K), Advisory Resource Group ($212.89K), Captrust Financial Advisors ($52.53K), HighTower Advisors LLC ($46.58K), Commonwealth Equity Services LLC ($42.05K), and Jane Street Group LLC ($40.12K).

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

Institutional investors have sold a total of 1,928,316 shares in the last 24 months. This volume of shares sold represents approximately $124.60M in transactions.


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This page (BATS:SMMD) was last updated on 6/30/2025 by MarketBeat.com Staff
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