Free Trial
→ Elon Musk’s 4th Wealth Window Set to Open by October 30 (From Brownstone Research) (Ad)tc pixel Free SMMD Stock Alerts

iShares Russell 2500 ETF (SMMD) Institutional Ownership

iShares Russell 2500 ETF logo
$84.65 -0.96 (-1.12%)
Closing price 10/16/2026 04:10 PM Eastern
Extended Trading
$84.61 -0.04 (-0.05%)
As of 10/16/2026 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
157
Total
Institutional Inflows
(last 12 months)
$620.02M
Number of
Institutional Sellers
(last 12 months)
65
Total
Institutional Outflows
(last 12 months)
$144.25M
Get SMMD Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares Russell 2500 ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

SMMD Institutional Buying and Selling by Quarter

iShares Russell 2500 ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/17/2026Absolute Capital Management LLC5,476$468K0.1%N/A0.026%
10/17/2026Align Financial LLC6,897$590K0.3%N/A0.032%
10/15/2026Mather Group LLC.4,067$348K0.0%N/A0.019%
10/14/2026First Citizens Bank & Trust Co.3,019$258K0.0%N/A0.014%
10/14/2026Ulland Investment Advisors LLC16,674$1.43M1.0%N/A0.078%
10/14/2026Ulrich Consultants & Investment Group LLC201,207$17.21M17.8%N/A0.938%
10/9/2026Bill Few Associates Inc.8,413$719K0.1%N/A0.039%
10/9/2026Wedmont Private Capital8,028$690K0.0%N/A0.037%
10/9/2026First Heartland Consultants Inc.3,504$300K0.0%N/A0.016%
10/8/2026Farther Finance Advisors LLC12,597$1.08M0.0%N/A0.059%
Elon Musk’s 4th Wealth Window Set to Open by October 30 (Ad)

Jeff Brown, the analyst who flagged Bitcoin, Tesla, and Nvidia early, is tracking Elon Musk's next move. He points to a new AI project tied to Musk's Cybercab reveal. Brown says Musk has opened major investment windows before, with PayPal, Tesla, and SpaceX marking milestones in tech history. He believes a fourth may open by October 30.tc pixel

See Jeff Brown's full analysis on Musk's new AI project
10/8/2026Vann Equity Management LLC7,104$608K0.4%N/A0.033%
10/7/2026SigFig Wealth Management LLC199,162$17.03M0.4%N/A0.928%
10/6/2026Congress Asset Management Co.50,072$4.28M0.0%-62.6%0.233%
10/6/2026Boyum Wealth Architects LLC14,709$1.27M0.5%N/A0.069%
10/5/2026MassMutual Private Wealth & Trust FSB2,655$227K0.0%-9.7%0.012%
10/2/2026 CX Institutional70,626$6.04M0.2%N/A0.329%
9/23/2026QRG Capital Management Inc.18,494$1.70M0.0%+41.7%0.086%
9/23/2026Envestnet Asset Management Inc.264,669$24.25M0.0%-4.2%1.234%
9/9/2026Capital Analysts LLC3,655$335K0.0%+17.9%0.017%
9/9/2026Integrated Wealth Concepts LLC2,934$269K0.0%N/A0.014%
9/9/2026NewEdge Advisors LLC7,924$726K0.0%+16.3%0.037%
8/20/2026JNBA Financial Advisors42,716$3.91M0.2%N/A0.199%
8/20/2026M Holdings Securities Inc.24,009$2.20M0.3%N/A0.112%
8/12/2026Compass Financial Management LLC685$84K0.0%N/A0.003%
7/10/2026Wealthcare Advisory Partners LLC257,371$23.58M0.4%-5.3%1.200%
7/9/2026HF Advisory Group LLC19,037$1.74M0.5%-1.3%0.089%
7/8/2026Thayer Financial L.L.C.8,913$817K0.7%-1.6%0.042%
7/8/2026First Heartland Consultants Inc.3,464$317K0.0%-9.1%0.016%
7/7/2026Bill Few Associates Inc.6,703$614K0.1%+39.2%0.031%
7/7/2026Pacific Excel Wealth Advisors Inc.89,987$8.25M3.2%N/A0.420%
7/2/2026MassMutual Private Wealth & Trust FSB2,940$269K0.0%+36.4%0.014%
7/2/2026Diesslin 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%
The Claude AI company doubled in value... you missed it (Ad)

In May, Anthropic raised money at a $965 billion valuation. Now, ahead of its IPO, investors are reportedly discussing a valuation of $1.8 to $2 trillion. That’s roughly double in about five months. And not one ordinary investor got to own a share of it. That’s how these mega-IPOs work. The biggest gains happen privately, before the public is allowed in. By the time you can buy, the price already assumes almost everything goes right. So I’m not chasing the IPO. I’m watching where the private investors who already doubled their money put their winnings next.tc pixel

See my #1 pick for the Claude IPO.
5/14/2026GC 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%
5/13/2026First 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%
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%
4/28/2026Value Investment Professionals LLC3,750$286K0.1%N/A0.017%
4/28/2026QRG Capital Management Inc.13,051$996K0.0%N/A0.061%
4/27/2026World Investment Advisors163,073$12.45M0.2%-49.6%0.760%
4/27/2026Sierra 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%
4/21/2026HF Advisory Group LLC19,297$1.47M0.5%-1.3%0.090%
4/20/2026Park Edge Advisors LLC3,411$260K0.1%N/A0.016%
4/20/2026Blue Trust Inc.16,384$1.25M0.0%-47.2%0.076%
4/20/2026Trust Co. of Oklahoma5,785$442K0.1%N/A0.027%
4/20/2026Fifth 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%
Buy These Five AI Plays Before October 20 (Ad)

Jeff Brown, founder and CEO of Brownstone Research, says a new market cycle he calls the million dollar cycle is set to begin by October 20. Brown has built a new model portfolio featuring five AI plays tied to this pattern, which he says has repeated with a track record of success in the past. He notes this cycle unfolds outside the traditional stock market, combined with the ongoing AI boom.tc pixel

Click here to see the full details now
4/16/2026Diversified 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%


SMMD Institutional Ownership - Frequently Asked Questions

During the previous two years, 260 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 233 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 8,098,756 shares in the last 24 months. This purchase volume represents approximately $620.02M in transactions.

Of the 65 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 ($165.58K), Coldstream Capital Management Inc. ($122.85K), Congress Asset Management Co. ($83.64K), Susquehanna International Group LLP ($61.76K), Brio Consultants LLC ($32.94K), and Blair William & Co. IL ($25.32K).

Institutional investors have sold a total of 1,885,552 shares in the last 24 months. This volume of shares sold represents approximately $144.25M 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 10/17/2026. New 13F filings are added each quarter as they're published.
From Our Partners
Elon Musk about to bankrupt Amazon, Microsoft & Google?
Jeff Brown, the former tech executive who called the rise of Bitcoin, Tesla, and Nvidia years early, is tracki...
Brownstone Research | Sponsoredtc pixel
Financial legend: “This is bad, really bad...”
Dr. Martin D. Weiss has publicly predicted six major American financial crashes over his 55-year career leadin...
Weiss Ratings | Sponsoredtc pixel
INSANE DRONE FOOTAGE
New drone footage shows a mysterious factory rising at one of Elon Musk's most secure facilities, cleared and ...
Paradigm Press | Sponsoredtc pixel
Why major institutions are piling into this digital asset now
BlackRock, JPMorgan, Goldman Sachs, and Fidelity are reportedly accumulating a scarce blockchain asset - one t...
Awesomely | Sponsoredtc pixel
Did you grab your copy yet?
Bill Poulos's Top 10 Stocks to Buy This Quarter report is still available free, but not for long. Every quarte...
Profits Run | Sponsoredtc pixel
I'm giving you a space stock today. Free.
On December 8th, $600 billion in frozen SpaceX stock comes loose. Dylan Jovine says one simple purchase in any...
Behind the Markets | Sponsoredtc pixel
A weekly dividend fund holding Nvidia and Palantir
CrowdStrike, Palantir, Nvidia none of them pay a real dividend. But one fund holding the biggest AI names dist...
Investors Alley | Sponsoredtc pixel
The Claude AI company doubled in value... you missed it
In May, Anthropic raised money at a $965 billion valuation. Now, ahead of its IPO, investors are reportedly di...
Crypto 101 Media | Sponsoredtc pixel