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BATS:SMMD

iShares Russell 2500 ETF - SMMD Institutional Ownership

$52.48
-1.41 (-2.62%)
(As of 03/22/2023 04:00 PM ET)
Add
Compare
Today's Range
$52.48
▼
$53.78
50-Day Range
$52.19
▼
$60.44
52-Week Range
$38.91
▼
$45.72
Volume
34,401 shs
Average Volume
N/A
Market Capitalization
$532.67 million
Assets Under Management
$634.56 million
Dividend Yield
1.82%
Net Expense Ratio
0.15%

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

Number of
Institutional Buyers
(last 12 months)
119
Total
Institutional Inflows
(last 12 months)
$364.52 M
Number of
Institutional Sellers
(last 12 months)
43
Total
Institutional Outflows
(last 12 months)
$85.40 M
Skip Chart & View Institutional Buying and Selling Data

SMMD Institutional Buying and Selling by Quarter

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iShares Russell 2500 ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/17/2023Truist Financial Corp307,557$16.34M0.0%+42.9%0.000%
2/16/2023RFG Advisory LLC9,497$0.57M0.0%N/A0.000%
2/16/2023One Capital Management LLC4,317$0.23M0.0%N/A0.000%
2/15/2023CI Private Wealth LLC49,260$1.32M0.0%N/A0.000%
2/15/2023Captrust Financial Advisors7,270$0.39M0.0%N/A0.000%
2/15/2023Jane Street Group LLC23,171$1.23M0.0%N/A0.000%
2/15/2023Treynor Bancshares Inc.8,087$0.43M0.3%-2.3%0.000%
2/15/2023Patriot Investment Management Group Inc.485$28K0.0%N/A0.000%
2/15/2023Money Concepts Capital Corp614$33K0.0%+160.2%0.000%
2/15/2023Mariner LLC42,395$2.25M0.0%+7.2%0.000%
2/14/2023Susquehanna International Group LLP28,701$1.53M0.0%N/A0.000%
2/14/2023Cetera Advisor Networks LLC65,060$3.46M0.0%+18.1%0.000%
2/14/2023Townsquare Capital LLC37,591$2M0.0%N/A0.000%
2/13/2023Pathstone Family Office LLC10,648$0.65M0.0%N/A0.000%
2/13/2023First Republic Investment Management Inc.5,752$0.31M0.0%-74.1%0.000%
2/13/2023BOKF NA10,170$0.54M0.0%N/A0.000%
2/13/2023Tcwp LLC6,385$0.34M0.1%+39.1%0.000%
2/13/2023Advisors Capital Management LLC5,670$0.30M0.0%N/A0.000%
2/13/2023Wells Fargo & Company MN1,173$62K0.0%-26.6%0.000%
2/13/2023Heritage Wealth Management LLC932,486$49.55M7.1%+108.3%0.000%
2/13/2023Southern Wealth Management LLP14,244$0.76M0.3%+12.0%0.000%
2/13/2023Atria Wealth Solutions Inc.7,920$0.42M0.0%+42.0%0.000%
2/13/2023JPMorgan Chase & Co.23,214$1.23M0.0%N/A0.000%
2/13/2023M&T Bank Corp59,741$1.33M0.0%N/A0.000%
2/10/2023Bank of America Corp DE197,606$10.50M0.0%-2.0%0.000%
2/10/2023Creative Planning15,714$0.84M0.0%+34.2%0.000%
2/10/2023Advisor Group Holdings Inc.43,349$2.30M0.0%+3.9%0.000%
2/10/2023Blair William & Co. IL5,855$0.31M0.0%-40.5%0.000%
2/9/2023Firestone Capital Management4,000$0.21M0.1%N/A0.000%
2/9/2023HighTower Advisors LLC111,240$5.91M0.0%+7.5%0.000%
2/9/2023Mercer Global Advisors Inc. ADV20,377$1.08M0.0%-89.1%0.000%
2/8/2023Raymond James Financial Services Advisors Inc.7,556$0.40M0.0%+4.1%0.000%
2/8/2023Altman Advisors Inc.3,987$0.22M0.1%N/A0.000%
2/8/2023Raymond James & Associates19,668$1.05M0.0%+68.0%0.000%
2/8/2023UBS Group AG135,211$7.19M0.0%-64.4%0.000%
2/8/2023Lincoln National Corp31,629$1.68M0.0%-11.9%0.000%
2/7/2023Commonwealth Equity Services LLC173,340$9.21M0.0%-4.1%0.000%
2/7/2023Strategic Wealth Partners Group LLC83,654$4.45M0.9%+16.2%0.000%
2/7/2023LPL Financial LLC74,023$3.93M0.0%-10.7%0.000%
2/7/2023HF Advisory Group LLC11,311$0.60M0.6%N/A0.000%
2/7/2023Brio Consultants LLC315,174$16.75M3.3%+4.3%0.000%
2/7/2023Envestnet Asset Management Inc.492,361$26.16M0.0%-23.1%0.000%
2/7/2023Bridgeworth LLC10,974$0.58M0.1%-21.9%0.000%
2/6/2023Avidian Wealth Solutions LLC14,183$0.75M0.0%+3.1%0.000%
2/6/2023Brinker Capital Investments LLC218,884$11.63M0.2%+4.0%0.000%
2/3/2023Sepio Capital LP5,065$0.27M0.0%N/A0.000%
2/2/2023James J. Burns & Company LLC15,927$0.85M0.3%+7.5%0.000%
2/2/2023Congress Wealth Management LLC DE 20,519$1.09M0.0%-62.4%0.000%
2/2/2023Dfpg Investments LLC17,844$1M0.2%N/A0.000%
2/1/2023CWM LLC12,923$0.69M0.0%-8.8%0.000%
2/1/2023Janney Montgomery Scott LLC14,312$0.76M0.0%+8.5%0.000%
1/31/2023Atria Investments Inc19,732$1.05M0.0%-53.8%0.000%
1/31/2023DT Investment Partners LLC3,502$0.19M0.0%+8.7%0.000%
1/31/2023Flputnam Investment Management Co.8,613$0.46M0.0%+9.4%0.000%
1/30/2023Kendall Capital Management105,987$5.63M2.8%+34.5%0.000%
1/30/2023PFG Advisors4,342$0.23M0.0%-4.0%0.000%
1/27/2023Advisory Resource Group171,084$9.09M2.7%+10.0%0.000%
1/27/2023Means Investment CO. Inc.20,616$1.10M0.2%-27.8%0.000%
1/27/2023Destiny Wealth Partners LLC2,307$0.12M0.0%-97.3%0.000%
1/26/2023CENTRAL TRUST Co127,181$6.76M0.2%+50.7%0.000%
1/26/2023Eagle Bay Advisors LLC10,085$0.54M0.3%-61.6%0.000%
1/25/2023Fifth Third Bancorp316,219$16.80M0.1%N/A0.000%
1/25/2023Mayflower Financial Advisors LLC6,422$0.34M0.0%+25.5%0.000%
1/25/2023Whittier Trust Co.15,309$0.81M0.0%+3,411.2%0.000%
1/25/2023Lindbrook Capital LLC3,345$0.18M0.0%N/A0.000%
1/24/2023National Bank of Canada FI12,661$0.67M0.0%+1,001.9%0.000%
1/24/2023WealthOne LLC231,424$12.30M5.0%+2.2%0.000%
1/23/2023Benchmark Financial Wealth Advisors LLC9,880$0.53M0.3%N/A0.000%
1/20/2023Strong Tower Advisory Services9,085$0.48M0.3%+6.1%0.000%
1/20/2023Charter Oak Capital Management LLC25,263$1.34M0.2%+110.3%0.000%
1/19/2023Procyon Advisors LLC7,305$0.39M0.1%N/A0.000%
1/17/2023Global Wealth Strategies & Associates105,991$5.63M3.3%N/A0.000%
1/17/2023Ronald Blue Trust Inc.42,832$2.13M0.0%N/A0.000%
1/17/2023Armstrong Advisory Group Inc.89,416$4.75M0.6%N/A0.000%
1/12/2023Mutual Advisors LLC9,639$0.51M0.0%+105.9%0.000%
1/12/2023CMH Wealth Management LLC178,968$9.51M3.1%N/A0.000%
1/10/2023Coldstream Capital Management Inc.838,543$44.56M1.6%N/A0.000%
1/9/2023Pure Financial Advisors LLC4,391$0.23M0.0%N/A0.000%
12/13/2022Perigon Wealth Management LLC11,508$0.57M0.0%+3.3%0.000%
12/8/2022Bank of New York Mellon Corp4,785$0.24M0.0%+7.7%0.000%
12/6/2022Charter Oak Capital Management LLC12,014$0.60M0.1%+130.7%0.000%
11/23/2022Eagle Bay Advisors LLC26,283$1.31M0.8%+2.1%0.000%
11/17/2022CENTRAL TRUST Co84,370$4.20M0.1%+12.0%0.000%
11/16/2022Mather Group LLC.11,218$0.56M0.0%N/A0.000%
11/15/2022Colony Group LLC136,084$6.77M0.1%+546.6%0.000%
11/15/2022Mercer Global Advisors Inc. ADV186,766$9.29M0.1%-2.7%0.000%
11/15/2022USAdvisors Wealth Management LLC17,285$0.86M0.4%+4.2%0.000%
11/15/2022Little House Capital LLC158,120$7.87M4.2%+5.1%0.000%
11/15/2022Bank of New York Mellon Corp4,785$0.24M0.0%+7.7%0.000%
11/15/2022Citadel Advisors LLC37,694$1.88M0.0%N/A0.000%
11/15/2022Commonwealth Equity Services LLC180,704$8.99M0.0%-20.2%0.000%
11/14/2022Wealthspire Advisors LLC211,418$10.52M0.2%+17.9%0.000%
11/14/2022One Wealth Advisors LLC10,467$0.52M0.2%-16.4%0.000%
11/14/2022Royal Bank of Canada51,443$2.56M0.0%+9.5%0.000%
11/14/2022Heritage Wealth Management LLC447,564$22.27M7.2%+4.3%0.000%
11/14/2022MML Investors Services LLC16,455$0.82M0.0%-27.2%0.000%
11/10/2022Envestnet Asset Management Inc.640,214$31.85M0.0%+45.7%0.000%
11/10/2022Treynor Bancshares Inc.8,281$0.41M0.3%+8.0%0.000%
11/10/2022Tower Research Capital LLC TRC15,436$0.77M0.0%N/A0.000%
11/10/2022UBS Group AG380,125$18.91M0.0%+623.0%0.000%
(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, 155 institutional investors and hedge funds held shares of iShares Russell 2500 ETF. The most heavily invested institutionals were Heritage Wealth Management LLC ($49.55M), Coldstream Capital Management Inc. ($44.56M), Envestnet Asset Management Inc. ($26.16M), Paragon Wealth Strategies LLC ($25.40M), Fifth Third Bancorp ($16.80M), Brio Consultants LLC ($16.75M), and Truist Financial Corp ($16.34M).Learn more on SMMD's institutional investors.

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

Of the 149 institutional investors that purchased iShares Russell 2500 ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Coldstream Capital Management Inc. ($1.27M), Heritage Wealth Management LLC ($1.08M), Brio Consultants LLC ($0.64M), Envestnet Asset Management Inc. ($0.59M), Lake Point Wealth Management ($0.42M), Paragon Wealth Strategies LLC ($0.41M), and UBS Group AG ($0.34M).

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

Institutional investors have bought a total of 9,816,376 shares in the last 24 months. This purchase volume represents approximately $558.38M in transactions.

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

Of the 51 institutional investors that sold iShares Russell 2500 ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Lake Point Wealth Management ($0.42M), UBS Group AG ($0.27M), First Republic Investment Management Inc. ($0.20M), Truist Financial Corp ($0.19M), Mercer Global Advisors Inc. ADV ($0.18M), Envestnet Asset Management Inc. ($0.18M), and Destiny Wealth Partners LLC ($89.07K).

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

Institutional investors have sold a total of 2,045,860 shares in the last 24 months. This volume of shares sold represents approximately $117.91M in transactions.

This page (BATS:SMMD) was last updated on 3/23/2023 by MarketBeat.com Staff