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iShares Russell 2500 ETF (SMMD) Institutional Ownership

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$61.94
-0.06 (-0.10%)
(As of 04/24/2024 ET)
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Institutional Ownership Changes (13F Filings) for iShares Russell 2500 ETF (BATS:SMMD)

Number of
Institutional Buyers
(last 12 months)
100
Total
Institutional Inflows
(last 12 months)
$200.05M
Number of
Institutional Sellers
(last 12 months)
46
Total
Institutional Outflows
(last 12 months)
$61.10M
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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
4/24/2024 CENTRAL TRUST Co253,069$16.60M0.4%+21.4%1.534%
4/24/2024 Simplicity Wealth LLC20,734$1.36M0.0%N/A0.126%
4/24/2024 Essex Financial Services Inc.3,236$212K0.0%N/A0.020%
4/23/2024 Charter Oak Capital Management LLC20,354$1.34M0.1%-12.4%0.123%
4/23/2024 James J. Burns & Company LLC25,108$1.61M0.6%-61.5%0.152%
4/23/2024 Fifth Third Bancorp541,633$35.54M0.1%+10.6%3.283%
4/22/2024 HF Advisory Group LLC14,688$964K0.5%+11.8%0.089%
4/22/2024 Benchmark Financial Wealth Advisors LLC53,829$3.53M1.3%+18.1%0.326%
4/18/2024 Little House Capital LLC7,177$471K0.2%+12.2%0.043%
4/18/2024 Mayfair Advisory Group LLC4,729$310K0.2%+5.9%0.029%
4/16/2024 OneAscent Wealth Management LLC6,815$447K0.2%+13.0%0.041%
4/15/2024 GoalVest Advisory LLC5,254$345K0.1%-31.5%0.032%
4/12/2024 Strong Tower Advisory Services17,475$1.13M0.5%+11.3%0.128%
4/12/2024 CMH Wealth Management LLC261,419$17.15M4.4%-5.5%1.915%
4/11/2024 International Assets Investment Management LLC3,545$230K0.0%-97.9%0.026%
4/11/2024 Congress Asset Management Co. MA36,150$2.37M0.0%-57.4%0.265%
4/11/2024 O Connor Financial Group LLC3,158$207K0.1%N/A0.023%
4/11/2024 RFG Advisory LLC16,833$1.10M0.0%-41.2%0.123%
3/11/2024Red Mountain Financial LLC4,789$295K0.5%N/A0.035%
3/4/2024 Congress Asset Management Co. MA84,907$5.23M0.0%+196.7%0.622%
2/28/2024EP Wealth Advisors LLC6,629$408K0.0%-25.7%0.049%
2/26/2024Integrated Advisors Network LLC14,067$866K0.0%N/A0.103%
2/14/2024Cresset Asset Management LLC509,552$31.37M0.2%+149.1%3.733%
2/13/2024CWA Asset Management Group LLC66,378$4.09M0.3%+7.5%0.486%
2/13/2024 James J. Burns & Company LLC65,161$4.01M1.0%+5.6%0.477%
2/12/2024Eagle Asset Management Inc.24,310$1.50M0.0%+386.2%0.178%
2/12/2024Catalytic Wealth RIA LLC19,957$1.23M0.6%N/A0.146%
2/12/2024Parallel Advisors LLC2,213$136K0.0%+810.7%0.016%
2/9/2024 Congress Wealth Management LLC DE 47,018$2.90M0.1%+1,001.4%0.344%
2/9/2024Orion Portfolio Solutions LLC285,764$17.30M0.2%+72.7%2.094%
2/9/2024US Bancorp DE294,360$18.12M0.0%+16.6%2.156%
2/9/2024Corient Private Wealth LLC65,255$4.02M0.0%+51.7%0.478%
2/9/2024Coldstream Capital Management Inc.1,554,735$95.73M2.7%+8.4%11.390%
2/9/2024UBS Group AG147,947$9.11M0.0%+41.1%1.084%
2/8/2024Level Four Advisory Services LLC13,786$849K0.0%N/A0.101%
2/8/2024SigFig Wealth Management LLC3,642$227K0.0%N/A0.027%
2/8/2024Janney Montgomery Scott LLC51,618$3.18M0.0%+2.9%0.378%
2/7/2024Avantax Advisory Services Inc.40,102$2.47M0.0%+765.6%0.294%
2/7/2024Principal Financial Group Inc.10,428$642K0.0%+11.6%0.076%
2/7/2024One Capital Management LLC4,054$250K0.0%+6.9%0.030%
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2/7/2024Johnson Investment Counsel Inc.38,899$2.40M0.0%+94.1%0.285%
2/7/2024Cary Street Partners Investment Advisory LLC8,109$499K0.0%+10,036.3%0.059%
2/7/2024 Berger Financial Group Inc132,824$8.18M0.8%+8.2%0.973%
2/7/2024Wealthspire Advisors LLC425,056$26.17M0.4%+14.0%3.114%
2/6/2024Lincoln National Corp29,753$1.83M0.0%+7.0%0.218%
2/6/2024Private Advisor Group LLC11,983$738K0.0%N/A0.088%
2/6/2024Avidian Wealth Solutions LLC11,624$716K0.0%-27.7%0.085%
2/6/2024Heritage Wealth Management LLC204,259$12.58M6.8%N/A1.496%
2/5/2024 Little House Capital LLC6,395$394K0.1%+4.5%0.047%
2/5/2024Brio Consultants LLC336,476$20.72M3.7%-0.3%2.465%
2/2/2024 IAG Wealth Partners LLC1,425$88K0.0%N/A0.010%
2/2/2024Truist Financial Corp344,208$21.19M0.0%+40.2%2.522%
2/2/2024Van Cleef Asset Management Inc4,430$273K0.0%-13.6%0.032%
2/2/2024Atria Wealth Solutions Inc.57,235$3.52M0.0%+4.3%0.419%
2/1/2024New York State Common Retirement Fund91,445$5.63M0.0%N/A0.670%
2/1/2024 CWM LLC10,694$658K0.0%-27.0%0.078%
1/31/2024DT Investment Partners LLC4,065$249K0.0%+13.9%0.030%
1/31/2024 HF Advisory Group LLC13,142$809K0.5%+6.5%0.096%
1/30/2024TRUE Private Wealth Advisors4,346$268K0.0%+6.9%0.032%
1/30/2024Flputnam Investment Management Co.11,637$716K0.0%+11.4%0.085%
1/30/2024Capital Analysts LLC2,447$151K0.0%N/A0.018%
1/29/2024Simplicity Solutions LLC11,713$721K0.0%+14.1%0.086%
1/26/2024Cerity Partners LLC3,754$231K0.0%N/A0.028%
1/26/2024 Charter Oak Capital Management LLC23,239$1.43M0.2%+9.3%0.170%
1/26/2024Kendall Capital Management148,331$9.13M3.6%+6.5%1.087%
1/25/2024 RFG Advisory LLC28,628$1.76M0.1%-23.5%0.210%
1/25/2024 International Assets Investment Management LLC166,547$10.25M0.0%N/A1.220%
1/25/2024Pinion Investment Advisors LLC9,495$585K0.4%-68.0%0.070%
1/24/2024 CENTRAL TRUST Co208,453$12.83M0.3%+33.4%1.527%
1/24/2024 International Assets Investment Management LLC166,547$10.25M0.0%N/A1.220%
1/23/2024 Benchmark Financial Wealth Advisors LLC45,591$2.81M1.2%+2.0%0.334%
1/22/2024SevenBridge Financial Group LLC11,431$704K0.2%+22.0%0.084%
1/22/2024Windsor Advisory Group LLC6,382$393K1.2%N/A0.047%
1/19/2024PFG Advisors4,442$273K0.0%-6.4%0.033%
1/19/2024 CMH Wealth Management LLC276,759$17.04M4.1%+39.4%2.028%
1/18/2024 Strong Tower Advisory Services15,701$967K0.4%+6.5%0.115%
1/16/2024Ulland Investment Advisors LLC28,134$1.73M1.7%N/A0.206%
1/16/2024 Raymond James Financial Services Advisors Inc.6,516$401K0.0%+20.2%0.048%
1/16/2024 Raymond James & Associates14,618$900K0.0%-20.6%0.107%
1/12/2024Heron Bay Capital Management7,582$467K0.1%-34.8%0.056%
1/12/2024 CX Institutional21,003$1.29M0.1%N/A0.154%
1/11/2024Whittier Trust Co.6,479$399K0.0%-6.3%0.047%
1/11/2024Advisory Resource Group214,294$13.19M3.3%+4.2%1.570%
1/11/2024Atlas Private Wealth Advisors5,994$369K0.1%-25.9%0.044%
1/10/2024Dfpg Investments LLC10,747$641K0.0%+9.8%0.079%
1/9/2024 Curated Wealth Partners LLC4,300$265K0.0%N/A0.032%
1/8/2024 Pure Financial Advisors LLC7,110$438K0.0%+64.7%0.052%
1/8/2024 Tompkins Financial Corp2,451$151K0.0%N/A0.018%
1/2/2024 Global Wealth Strategies & Associates689$42K0.0%-99.1%0.005%
1/2/2024 GoalVest Advisory LLC7,669$472K0.2%-72.6%0.056%
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12/6/2023Citigroup Inc.909$50K0.0%+11,262.5%0.007%
12/5/2023Advisory Resource Group205,699$11.21M3.0%+2.4%1.507%
11/24/2023EP Wealth Advisors LLC8,922$486K0.0%-66.3%0.065%
11/15/2023Truist Financial Corp245,477$13.38M0.0%-6.2%1.798%
11/14/2023CWA Asset Management Group LLC61,728$3.37M0.2%N/A0.452%
11/14/2023Mutual Advisors LLC3,810$208K0.0%-15.9%0.028%
11/13/2023Eagle Asset Management Inc.5,000$273K0.0%N/A0.037%
11/13/2023Mariner LLC38,820$2.12M0.0%-11.8%0.284%
11/13/2023TRUE Private Wealth Advisors4,065$222K0.0%-12.2%0.030%
11/13/2023Envestnet Asset Management Inc.275,866$15.04M0.0%-6.5%2.021%
(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, 160 institutional investors and hedge funds held shares of iShares Russell 2500 ETF. The most heavily invested institutionals were Coldstream Capital Management Inc. ($95.73M), Fifth Third Bancorp ($35.54M), Cresset Asset Management LLC ($31.37M), Wealthspire Advisors LLC ($26.17M), Truist Financial Corp ($21.19M), Brio Consultants LLC ($20.72M), and US Bancorp DE ($18.12M).Learn more on SMMD's institutional investors.

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

Of the 147 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. ($1.67M), Heritage Wealth Management LLC ($1.14M), Brio Consultants LLC ($663.20K), Fifth Third Bancorp ($541.66K), Cresset Asset Management LLC ($391.56K), UBS Group AG ($370.61K), and International Assets Investment Management LLC ($333.09K).

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

Institutional investors have bought a total of 9,571,516 shares in the last 24 months. This purchase volume represents approximately $527.50M in transactions.

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

Of the 67 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: Envestnet Asset Management Inc. ($394.66K), UBS Group AG ($258.90K), Truist Financial Corp ($237.39K), Mercer Global Advisors Inc. ADV ($174.33K), International Assets Investment Management LLC ($163.00K), Global Wealth Strategies & Associates ($122.02K), and Commonwealth Equity Services LLC ($89.06K).

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

Institutional investors have sold a total of 2,322,222 shares in the last 24 months. This volume of shares sold represents approximately $129.27M in transactions.


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This page (BATS:SMMD) was last updated on 4/25/2024 by MarketBeat.com Staff

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