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iShares Russell 2500 ETF (SMMD) Institutional Ownership

iShares Russell 2500 ETF logo
$86.02 +1.24 (+1.46%)
As of 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)
163
Total
Institutional Inflows
(last 12 months)
$631.78M
Number of
Institutional Sellers
(last 12 months)
92
Total
Institutional Outflows
(last 12 months)
$136.97M
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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
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%
5/4/2026 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%
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%
3/17/2026Rockefeller 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%
3/4/2026 Pure 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%
2/18/2026City 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%
2/16/2026 MML Investors Services LLC47,059$3.53M0.0%+10.9%0.219%
2/16/2026Mariner LLC89,660$6.72M0.0%+8.8%0.418%
2/16/2026 Evernest Financial Advisors LLC29,171$2.38M0.5%+61.0%0.136%
2/16/2026Focus Partners Wealth757,995$56.80M0.1%+53.0%3.534%
2/16/2026Aptus Capital Advisors LLC3,336$250K0.0%-9.6%0.016%
2/13/2026 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%
2/13/2026AlTi 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%
2/13/2026 Wealthspire 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%
2/13/2026Summit Financial LLC5,230$392K0.0%N/A0.024%
2/12/2026Rossby Financial LCC109,786$8.23M2.5%+9.3%0.512%
2/12/2026Jane Street Group LLC40,148$3.01M0.0%+183.3%0.187%
2/12/2026New South Capital Management Inc.11,825$886K0.0%N/A0.055%
2/12/2026Orion Porfolio Solutions LLC154,346$11.57M0.1%+30.3%0.720%
2/12/2026Hilton Capital Management LLC6,752$506K0.0%N/A0.031%
2/12/2026 Commonwealth Equity Services LLC105,684$7.92M0.0%-2.6%0.493%
2/12/2026Federated Hermes Inc.865$65K0.0%N/A0.004%
2/12/2026 Sfam LLC176,929$13.26M12.1%N/A0.825%
2/12/2026Fuller & Thaler Asset Management Inc.21,612$1.62M0.0%+234.6%0.101%
2/12/2026CIBC Private Wealth Group LLC1,247$93K0.0%+14.4%0.006%
2/12/2026 Andina Capital Management LLC36,366$2.73M1.6%+2.6%0.170%
2/12/2026Great Lakes Advisors LLC38,613$2.89M0.0%+1,170.2%0.180%
2/12/2026Sepio Capital LP67,359$5.05M0.3%N/A0.314%
2/11/2026 Janney Montgomery Scott LLC113,781$8.53M0.0%+105.5%0.530%
2/11/2026Capital Analysts LLC4,302$322K0.0%+36.0%0.020%
2/11/2026Cornerstone Financial Group LLC NE 17,823$1.34M0.9%+1.7%0.083%
2/11/2026LPL Financial LLC182,368$13.67M0.0%+14.0%0.850%
2/11/2026O Shaughnessy Asset Management LLC9,427$706K0.0%-8.8%0.044%
2/11/2026JPMorgan Chase & Co.85,876$6.44M0.0%+499.1%0.400%
2/10/2026Cibc World Market Inc.88,152$6.61M0.0%N/A0.411%
2/10/2026Goldman Sachs Group Inc.19,202$1.44M0.0%+227.1%0.090%
2/10/2026 Bridges Investment Management Inc.184,192$13.80M0.2%N/A0.859%
2/10/2026Sfmg LLC4,862$364K0.0%+5.1%0.023%
2/10/2026Northwestern Mutual Wealth Management Co.27,600$2.07M0.0%+7.7%0.129%
2/9/2026Huntington National Bank17,652$1.32M0.0%+4.0%0.082%
2/9/2026Flputnam Investment Management Co.2,705$203K0.0%-63.2%0.013%
2/9/2026Coldstream Capital Management Inc.847,846$63.54M0.8%-7.4%3.953%
2/6/2026Vestmark Advisory Solutions Inc.323,439$24.24M0.3%-1.4%1.508%
2/6/2026Global Retirement Partners LLC382$29K0.0%+423.3%0.002%
2/6/2026 Sierra Summit Advisors LLC9,402$705K0.1%+12.0%0.044%


SMMD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SMMD shares?

During the previous two years, 249 institutional investors and hedge funds held shares of iShares Russell 2500 ETF. The most heavily invested institutionals were Glenmede Investment Management LP ($251.03M), Fifth Third Bancorp ($233.55M), Fort Washington Investment Advisors Inc. OH ($94.10M), CENTRAL TRUST Co ($72.51M), Bank of America Corp DE ($67.56M), Coldstream Capital Management Inc. ($63.54M), and Focus Partners Wealth ($56.80M).Learn more on iShares Russell 2500 ETF's institutional investors.

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

Of the 222 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 ($2.56M), Fort Washington Investment Advisors Inc. OH ($1.05M), CENTRAL TRUST Co ($660.87K), Coldstream Capital Management Inc. ($558.37K), Kestra Investment Management LLC ($549.77K), Glenmede Investment Management LP ($473.94K), and Gerber Kawasaki Wealth & Investment Management ($471.06K).

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

Institutional investors have bought a total of 8,630,517 shares in the last 24 months. This purchase volume represents approximately $631.78M in transactions.

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

Of the 92 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. ($361.00K), World Investment Advisors ($180.91K), Truist Financial Corp ($135.43K), CMH Wealth Management LLC ($132.16K), Congress Asset Management Co. ($119.38K), Harbor Capital Advisors Inc. ($100.99K), and Orion Porfolio Solutions LLC ($95.42K).

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

Institutional investors have sold a total of 1,962,872 shares in the last 24 months. This volume of shares sold represents approximately $136.97M in transactions.


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This page (BATS:SMMD) was last updated on 5/5/2026 by MarketBeat.com Staff.
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