iShares Russell 2500 ETF (SMMD) Institutional Ownership

$86.64 +0.22 (+0.25%)

Closing price 04:10 PM Eastern

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$86.69 +0.05 (+0.06%)

As of 07:30 PM Eastern

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Number of Institutional Buyers (last 12 months): 152
Total Institutional Inflows (last 12 months): $576.80M

Number of Institutional Sellers (last 12 months): 67
Total Institutional Outflows (last 12 months): $141.42M

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SMMD Institutional Buying and Selling by Quarter

iShares Russell 2500 ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
9/23/2026	QRG Capital Management Inc.	18,494	$1.70M	0.0%	+41.7%	0.086%
9/23/2026	Envestnet Asset Management Inc.	264,669	$24.25M	0.0%	-4.2%	1.234%
9/9/2026	Capital Analysts LLC	3,655	$335K	0.0%	+17.9%	0.017%
9/9/2026	Integrated Wealth Concepts LLC	2,934	$269K	0.0%	N/A	0.014%
9/9/2026	NewEdge Advisors LLC	7,924	$726K	0.0%	+16.3%	0.037%
8/20/2026	JNBA Financial Advisors	42,716	$3.91M	0.2%	N/A	0.199%
8/20/2026	M Holdings Securities Inc.	24,009	$2.20M	0.3%	N/A	0.112%
8/12/2026	Compass Financial Management LLC	685	$84K	0.0%	N/A	0.003%
7/10/2026	Wealthcare Advisory Partners LLC	257,371	$23.58M	0.4%	-5.3%	1.200%
7/9/2026	HF Advisory Group LLC	19,037	$1.74M	0.5%	-1.3%	0.089%
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7/8/2026	Thayer Financial L.L.C.	8,913	$817K	0.7%	-1.6%	0.042%
7/8/2026	First Heartland Consultants Inc.	3,464	$317K	0.0%	-9.1%	0.016%
7/7/2026	Bill Few Associates Inc.	6,703	$614K	0.1%	+39.2%	0.031%
7/7/2026	Pacific Excel Wealth Advisors Inc.	89,987	$8.25M	3.2%	N/A	0.420%
7/2/2026	MassMutual Private Wealth & Trust FSB	2,940	$269K	0.0%	+36.4%	0.014%
7/2/2026	Diesslin Group Inc.	351,000	$32.16M	12.4%	+20.5%	1.636%
7/2/2026	CX Institutional	69,157	$6.34M	0.2%	-0.8%	0.322%
6/3/2026	Parallel Advisors LLC	943	$72K	0.0%	-17.5%	0.004%
6/3/2026	NewEdge Advisors LLC	6,816	$520K	0.0%	+6.2%	0.032%
5/26/2026	Glenmede Trust Co. NA	4,413,593	$336.98M	1.7%	+12.1%	20.576%
5/19/2026	Bank of America Corp DE	2,116,037	$161.56M	0.0%	-34.7%	9.865%
5/18/2026	Royal Bank of Canada	35,469	$2.71M	0.0%	-40.1%	0.165%
5/16/2026	Quantinno Capital Management LP	24,155	$1.84M	0.0%	+13.0%	0.113%
5/14/2026	Renaissance Technologies LLC	5,000	$382K	0.0%	N/A	0.023%
5/14/2026	GC Wealth Management RIA LLC	10,832	$827K	0.0%	+9.1%	0.050%
5/14/2026	MWA Asset Management	878	$67K	0.0%	N/A	0.004%
5/13/2026	Cetera Investment Advisers	17,218	$1.32M	0.0%	+4.1%	0.080%
5/13/2026	First Citizens Bank & Trust Co.	3,116	$238K	0.0%	N/A	0.015%
5/8/2026	MWA Asset Management	878	$67K	0.0%	N/A	0.004%
5/7/2026	AlTi Global Inc.	51,411	$3.93M	0.1%	+44.2%	0.240%
5/7/2026	Parallel Advisors LLC	943	$72K	0.0%	-17.5%	0.004%
5/7/2026	Little House Capital LLC	6,251	$477K	0.1%	+2.4%	0.029%
5/7/2026	Spartan Wealth Advisory Services LLC	23,720	$1.81M	0.2%	N/A	0.111%
5/6/2026	Cornerstone Planning Group LLC	451	$34K	0.0%	-36.5%	0.002%
5/6/2026	Assetmark Inc.	736	$56K	0.0%	+3,988.9%	0.003%
5/6/2026	Angeles Wealth Management LLC	358	$27K	0.0%	+150.3%	0.002%
5/6/2026	Clearstead Trust LLC	1,927	$147K	0.0%	N/A	0.009%
5/6/2026	Bessemer Group Inc.	6,002	$458K	0.0%	+4.4%	0.028%
5/6/2026	Allspring Global Investments Holdings LLC	9,114	$702K	0.0%	+235.1%	0.042%
5/5/2026	D.A. Davidson & CO.	6,548	$500K	0.0%	+12.1%	0.031%
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5/5/2026	Bank of New York Mellon Corp	4,340	$331K	0.0%	+8.0%	0.020%
5/5/2026	Sanctuary Advisors LLC	7,962	$608K	0.0%	+2.8%	0.037%
5/4/2026	Retirement Planning Group LLC	45,647	$3.49M	0.1%	+1.6%	0.213%
5/4/2026	Evernest Financial Advisors LLC	32,492	$2.74M	0.6%	+11.4%	0.151%
5/4/2026	TFR Capital LLC.	12,406	$947K	0.3%	-7.0%	0.058%
5/4/2026	Sfam LLC	175,608	$13.41M	12.4%	-0.7%	0.819%
5/2/2026	Diversify Wealth Management LLC	6,193	$514K	0.0%	-58.4%	0.029%
5/1/2026	Fifth Third Bancorp	3,058,941	$233.55M	0.4%	+485.3%	14.261%
5/1/2026	Simplicity Wealth LLC	3,231	$247K	0.0%	N/A	0.015%
4/30/2026	Kestra Advisory Services LLC	21,238	$1.62M	0.0%	+7.6%	0.099%
4/28/2026	Whittier Trust Co. of Nevada Inc.	574	$45K	0.0%	-91.2%	0.003%
4/28/2026	Whittier Trust Co.	38,965	$3.03M	0.0%	+151.9%	0.182%
4/28/2026	Ascentis Independent Advisors	754	$58K	0.0%	N/A	0.004%
4/28/2026	Stephens Inc. AR	4,597	$351K	0.0%	N/A	0.021%
4/28/2026	Berger Financial Group Inc	143,458	$10.95M	0.6%	+1.7%	0.669%
4/28/2026	Value Investment Professionals LLC	3,750	$286K	0.1%	N/A	0.017%
4/28/2026	QRG Capital Management Inc.	13,051	$996K	0.0%	N/A	0.061%
4/27/2026	World Investment Advisors	163,073	$12.45M	0.2%	-49.6%	0.760%
4/27/2026	Sierra Summit Advisors LLC	11,611	$886K	0.1%	+23.5%	0.054%
4/27/2026	Private Advisor Group LLC	17,747	$1.36M	0.0%	-2.8%	0.083%
4/24/2026	Fairman Group LLC	7,258	$554K	0.5%	+83.2%	0.034%
4/23/2026	SevenBridge Financial Group LLC	3,092	$261K	0.0%	-3.7%	0.014%
4/22/2026	Janney Montgomery Scott LLC	132,395	$10.11M	0.0%	+16.4%	0.617%
4/22/2026	Mayfair Advisory Group LLC	7,611	$581K	0.2%	-3.5%	0.035%
4/21/2026	Pinnacle Wealth Management Advisory Group LLC	20,988	$1.60M	0.1%	N/A	0.098%
4/21/2026	HF Advisory Group LLC	19,297	$1.47M	0.5%	-1.3%	0.090%
4/20/2026	Park Edge Advisors LLC	3,411	$260K	0.1%	N/A	0.016%
4/20/2026	Blue Trust Inc.	16,384	$1.25M	0.0%	-47.2%	0.076%
4/20/2026	Trust Co. of Oklahoma	5,785	$442K	0.1%	N/A	0.027%
4/20/2026	Fifth Third Wealth Advisors LLC	14,245	$1.09M	0.0%	-1.8%	0.066%
4/18/2026	CENTRAL TRUST Co	949,678	$72.51M	1.4%	+27.1%	4.427%
4/17/2026	Andina Capital Management LLC	25,020	$1.91M	1.7%	-31.2%	0.117%
4/17/2026	Financial Management Network Inc.	4,728	$381K	0.1%	-10.4%	0.022%
4/17/2026	James J. Burns & Company LLC	73,776	$5.63M	0.8%	-1.9%	0.344%
4/16/2026	Diversified Trust Co	5,768	$440K	0.0%	+41.8%	0.027%
3/17/2026	Rockefeller Capital Management L.P.	78,388	$5.87M	0.0%	+20.7%	0.365%
3/9/2026	Corient Private Wealth LLC	15,519	$1.16M	0.0%	N/A	0.072%
3/4/2026	Pure Financial Advisors LLC	37,344	$2.80M	0.0%	+145.8%	0.174%
3/4/2026	SHP Wealth Management	664	$50K	0.0%	N/A	0.003%
2/19/2026	Compound Planning Inc.	2,783	$209K	0.0%	-24.9%	0.013%
2/19/2026	Corient Private Wealth LLC	15,519	$1.13M	0.0%	N/A	0.072%
2/18/2026	EP Wealth Advisors LLC	7,009	$525K	0.0%	N/A	0.033%
2/18/2026	Fuller & Thaler Asset Management Inc.	21,612	$1.62M	0.0%	+234.6%	0.101%
2/18/2026	NewEdge Advisors LLC	6,416	$481K	0.0%	+4.2%	0.030%
2/18/2026	Palisade Capital Management LP	152,701	$11.44M	0.3%	N/A	0.712%
2/18/2026	IHT Wealth Management LLC	2,912	$218K	0.0%	N/A	0.014%
2/18/2026	City National Bank of Florida MSD	150,287	$11.26M	7.4%	-11.4%	0.701%
2/18/2026	Bamco Inc. NY	51,896	$3.89M	0.0%	N/A	0.242%
2/18/2026	Align Financial LLC	88,055	$6.60M	0.0%	N/A	0.411%
2/17/2026	American Capital Management Inc.	78,709	$5.90M	0.3%	N/A	0.367%
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2/17/2026	Cetera Investment Advisers	16,533	$1.24M	0.0%	-20.6%	0.077%
2/17/2026	Kovack Advisors Inc.	9,984	$748K	0.0%	N/A	0.047%
2/17/2026	Osaic Holdings Inc.	320,903	$24.05M	0.0%	+13.8%	1.496%
2/17/2026	Russell Investments Group Ltd.	565	$42K	0.0%	-53.3%	0.003%
2/17/2026	Captrust Financial Advisors	22,956	$1.72M	0.0%	+71.5%	0.107%
2/17/2026	Royal Bank of Canada	59,166	$4.43M	0.0%	+25.7%	0.276%
2/17/2026	Blair William & Co. IL	479,957	$35.97M	0.1%	+156.7%	2.238%
2/16/2026	MML Investors Services LLC	47,059	$3.53M	0.0%	+10.9%	0.219%
2/16/2026	Mariner LLC	89,660	$6.72M	0.0%	+8.8%	0.418%
2/16/2026	Evernest Financial Advisors LLC	29,171	$2.38M	0.5%	+61.0%	0.136%

SMMD Institutional Ownership - Frequently Asked Questions

During the previous two years, 256 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 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 ($2.54M), 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 7,602,444 shares in the last 24 months. This purchase volume represents approximately $576.80M in transactions.

Of the 67 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 ($176.08K), Coldstream Capital Management Inc. ($122.85K), Susquehanna International Group LLP ($61.76K), Harbor Capital Advisors Inc. ($42.96K), Brio Consultants LLC ($32.94K), and Blair William & Co. IL ($25.32K).

Institutional investors have sold a total of 1,860,931 shares in the last 24 months. This volume of shares sold represents approximately $141.42M in transactions.

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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 9/23/2026. New 13F filings are added each quarter as they're published.

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iShares Russell 2500 ETF (SMMD) Institutional Ownership

SMMD Institutional Buying and Selling by Quarter

iShares Russell 2500 ETF Major Shareholders & Ownership History

SMMD Institutional Ownership - Frequently Asked Questions

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iShares Russell 2500 ETF (SMMD) Institutional Ownership

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

SMMD Institutional Buying and Selling by Quarter

iShares Russell 2500 ETF Major Shareholders & Ownership History

SMMD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SMMD shares?

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

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

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

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

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