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iShares Russell 2500 ETF (SMMD) Institutional Ownership

iShares Russell 2500 ETF logo
$87.01 0.00 (0.00%)
As of 05/22/2026 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)
160
Total
Institutional Inflows
(last 12 months)
$582.01M
Number of
Institutional Sellers
(last 12 months)
84
Total
Institutional Outflows
(last 12 months)
$215.67M
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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
5/19/2026 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%
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%
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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%
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%
2/13/2026 Wells 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%
2/13/2026 Gerber Kawasaki Wealth & Investment Management471,055$35.30M1.2%+6.1%2.196%
2/13/2026 Summit Financial LLC5,230$392K0.0%N/A0.024%
2/12/2026 Rossby Financial LCC109,786$8.23M2.5%+9.3%0.512%
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2/12/2026 Jane Street Group LLC40,148$3.01M0.0%+183.3%0.187%
2/12/2026 New South Capital Management Inc.11,825$886K0.0%N/A0.055%
2/12/2026 Orion Porfolio Solutions LLC154,346$11.57M0.1%+30.3%0.720%
2/12/2026 Hilton Capital Management LLC6,752$506K0.0%N/A0.031%
2/12/2026 Commonwealth Equity Services LLC105,684$7.92M0.0%-2.6%0.493%
2/12/2026 Federated Hermes Inc.865$65K0.0%N/A0.004%
2/12/2026 Sfam LLC176,929$13.26M12.1%N/A0.825%
2/12/2026 Fuller & 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%


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 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), Coldstream Capital Management Inc. ($63.54M), and Focus Partners Wealth ($56.80M).Learn more on iShares Russell 2500 ETF's institutional investors.

Of the 228 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).

Institutional investors have bought a total of 7,821,726 shares in the last 24 months. This purchase volume represents approximately $582.01M in transactions.

Of the 84 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), 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), and Harbor Capital Advisors Inc. ($100.99K).

Institutional investors have sold a total of 2,968,211 shares in the last 24 months. This volume of shares sold represents approximately $215.67M in transactions.


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This page (BATS:SMMD) was last updated on 5/26/2026 by MarketBeat.com Staff.
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