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iShares Russell 2500 ETF (SMMD) Institutional Ownership

iShares Russell 2500 ETF logo
$67.43
+0.32 (+0.48%)
(As of 11/1/2024 ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
101
Total
Institutional Inflows
(last 12 months)
$252.38M
Number of
Institutional Sellers
(last 12 months)
52
Total
Institutional Outflows
(last 12 months)
$69.45M
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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
11/1/2024Lindbrook Capital LLC3,345$227K0.0%N/A0.020%
11/1/2024CWA Asset Management Group LLC131,279$8.89M0.5%N/A0.772%
10/30/2024 Benchmark Financial Wealth Advisors LLC66,280$4.49M1.5%+9.0%0.390%
10/30/2024 HF Advisory Group LLC17,351$1.18M0.5%+2.5%0.102%
10/30/2024 James J. Burns & Company LLC71,747$4.86M0.9%+3.1%0.422%
10/30/2024 Wetzel Investment Advisors Inc.3,962$268K0.1%N/A0.023%
10/29/2024 Janney Montgomery Scott LLC55,336$3.75M0.0%-3.0%0.326%
10/29/2024 Pure Financial Advisors LLC8,112$549K0.0%+17.3%0.048%
10/28/2024 US Bancorp DE317,374$21.50M0.0%-0.7%1.867%
10/28/2024 Congress Asset Management Co.35,363$2.40M0.0%-29.7%0.208%
10/28/2024 Catalyst Financial Partners LLC43,974$2.98M0.6%+36.8%0.259%
10/25/2024 Andina Capital Management LLC16,383$1.11M0.8%+1.0%0.096%
10/25/2024 Diversify Advisory Services LLC5,806$395K0.0%-28.9%0.034%
10/25/2024 SC&H Financial Advisors Inc.4,834$327K0.1%+48.0%0.028%
10/23/2024 Mayfair Advisory Group LLC4,939$333K0.2%+4.1%0.029%
10/23/2024 Financial Management Network Inc.4,303$291K0.1%N/A0.025%
10/23/2024 DT Investment Partners LLC3,460$234K0.0%-6.7%0.020%
10/23/2024 CENTRAL TRUST Co331,646$22.46M0.5%+14.8%1.951%
10/18/2024Raymond James & Associates105,781$7.17M0.0%+119.2%0.622%
10/16/2024 Heritage Family Offices LLP189,202$12.82M6.6%-2.3%1.113%
10/15/2024 Ulland Investment Advisors LLC26,550$1.80M1.3%-4.4%0.156%
10/11/2024 Creative Planning12,433$842K0.0%-1.9%0.073%
10/11/2024 CX Institutional28,980$1.96M0.1%+20.4%0.170%
10/10/2024 Simplicity Wealth LLC114,791$7.78M0.7%+365.9%0.675%
10/9/2024 Strong Tower Advisory Services20,345$1.38M0.4%+7.9%0.120%
10/8/2024 Atomi Financial Group Inc.3,887$263K0.0%-12.7%0.023%
10/8/2024 Mather Group LLC.4,067$275K0.0%-63.7%0.024%
10/3/2024 Single Point Partners LLC10,290$697K1.1%N/A0.061%
9/5/2024Sanctuary Advisors LLC4,907$304K0.0%N/A0.029%
8/28/2024Kestra Investment Management LLC292,002$18.28M1.2%N/A1.718%
8/22/2024Cetera Investment Advisers18,318$1.15M0.0%+6.4%0.108%
8/21/2024Truist Financial Corp284,627$17.82M0.0%-0.1%1.674%
8/16/2024Northwestern Mutual Wealth Management Co.4,092$256K0.0%+272.0%0.024%
8/16/2024 Creative Planning12,670$793K0.0%-2.9%0.075%
8/16/2024Susquehanna International Group LLP57,850$3.62M0.0%+429.9%0.340%
8/14/2024Treynor Bancshares Inc.6,968$436K0.5%-38.1%0.041%
8/12/2024Kendall Capital Management167,949$10.51M3.5%+6.7%0.988%
8/12/2024Blair William & Co. IL43,120$2.70M0.0%+309.1%0.254%
8/9/2024SigFig Wealth Management LLC23,391$1.46M0.1%+139.6%0.138%
8/9/2024One Capital Management LLC7,203$451K0.0%+10.7%0.042%
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8/9/2024Brown Brothers Harriman & Co.7,491$469K0.0%+1,718.2%0.044%
8/9/2024Pinion Investment Advisors LLC5,509$345K0.2%-17.4%0.032%
8/8/2024Envestnet Asset Management Inc.520,485$32.58M0.0%-7.0%3.062%
8/8/2024Wealthspire Advisors LLC398,990$24.98M0.3%-6.0%2.347%
8/8/2024Johnson Investment Counsel Inc.21,424$1.34M0.0%+6.6%0.126%
8/7/2024Coldstream Capital Management Inc.1,344,450$84.16M2.0%-16.2%7.909%
8/6/2024Certuity LLC11,094$694K0.1%-3.4%0.065%
8/6/2024Savant Capital LLC10,332$647K0.0%N/A0.061%
8/5/2024 Private Advisor Group LLC11,923$746K0.0%+33.4%0.070%
8/2/2024 Carmichael Hill & Associates Inc.2,369$148K0.1%+8.1%0.014%
8/2/2024 Little House Capital LLC6,876$430K0.1%-4.2%0.040%
7/31/2024 Essex Financial Services Inc.4,264$267K0.0%+31.8%0.025%
7/31/2024Commonwealth Equity Services LLC131,221$8.21M0.0%-24.3%0.772%
7/30/2024GoalVest Advisory LLC4,339$272K0.1%-17.4%0.026%
7/30/2024 Heritage Family Offices LLP193,720$12.13M6.7%N/A1.140%
7/30/2024 Fort Washington Investment Advisors Inc. OH486,000$30.42M0.2%N/A2.859%
7/29/2024 Principal Financial Group Inc.17,003$1.06M0.0%+26.6%0.100%
7/29/2024 Whittier Trust Co.7,984$500K0.0%+4.6%0.047%
7/26/2024 Cambridge Investment Research Advisors Inc.19,353$1.21M0.0%+4.1%0.114%
7/26/2024 Atomi Financial Group Inc.4,451$279K0.0%+27.3%0.026%
7/26/2024 Catalyst Financial Partners LLC32,146$2.01M0.4%+79.8%0.189%
7/24/2024Advisory Resource Group246,515$15.43M3.5%+6.9%1.450%
7/24/2024 Charter Oak Capital Management LLC19,990$1.25M0.1%-1.8%0.118%
7/23/2024 1620 Investment Advisors Inc.2,338$146K0.1%N/A0.014%
7/23/2024 Benchmark Financial Wealth Advisors LLC60,783$3.81M1.4%+12.9%0.358%
7/22/2024Atria Wealth Solutions Inc.32,824$2.06M0.0%-15.5%0.193%
7/22/2024Fifth Third Bancorp563,524$35.28M0.1%+4.0%3.315%
7/20/2024Means Investment CO. Inc.6,776$424K0.1%-53.1%0.040%
7/19/2024Raymond James & Associates48,247$3.02M0.0%+250.3%0.284%
7/18/2024 Pure Financial Advisors LLC6,915$433K0.0%-13.4%0.041%
7/17/2024 James J. Burns & Company LLC69,615$4.36M0.9%+177.3%0.410%
7/16/2024 Envestnet Portfolio Solutions Inc.7,820$490K0.0%-55.9%0.046%
7/16/2024 ORG Partners LLC754$47K0.0%N/A0.004%
7/16/2024 Legacy Trust6,647$416K0.1%-3.7%0.039%
7/16/2024 Andina Capital Management LLC16,215$1.02M0.8%N/A0.095%
7/16/2024 Strong Tower Advisory Services18,860$1.18M0.4%+7.9%0.111%
7/15/2024RFG Advisory LLC16,082$1.01M0.0%-4.5%0.095%
7/11/2024 CMH Wealth Management LLC259,604$16.25M4.0%-0.7%1.527%
7/11/2024 CX Institutional24,078$1.51M0.1%+2.7%0.142%
7/10/2024 Simplicity Wealth LLC24,637$1.54M0.0%+18.8%0.145%
7/10/2024 CWM LLC12,540$785K0.0%+8.8%0.074%
6/11/2024EverSource Wealth Advisors LLC1,710$105K0.0%N/A0.010%
5/17/2024Advisory Resource Group230,509$15.12M3.5%+7.6%1.368%
5/17/2024Comerica Bank2,004$131K0.0%-10.9%0.012%
5/14/2024Heron Bay Capital Management12,582$826K0.2%+65.9%0.075%
5/11/2024Catalytic Wealth RIA LLC20,282$1.33M0.3%+1.6%0.120%
5/9/2024Blair William & Co. IL10,540$692K0.0%+23.8%0.063%
5/9/2024Orion Portfolio Solutions LLC154,511$10.14M0.1%-45.9%0.917%
5/9/2024 Eagle Bay Advisors LLC573$38K0.0%+45.8%0.003%
5/8/2024Avantax Advisory Services Inc.33,398$2.19M0.0%-16.7%0.198%
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5/8/2024 US Bancorp DE323,773$21.24M0.0%+10.0%1.922%
5/7/2024Wealthspire Advisors LLC424,361$27.84M0.4%-0.2%2.518%
5/6/2024 Envestnet Portfolio Solutions Inc.17,743$1.16M0.0%N/A0.105%
5/3/2024 Avidian Wealth Solutions LLC10,107$663K0.0%-13.1%0.060%
5/3/2024 Whittier Trust Co.7,633$501K0.0%+17.8%0.045%
5/2/2024USAdvisors Wealth Management LLC14,429$941K0.4%-14.9%0.086%
5/1/2024 Janney Montgomery Scott LLC52,666$3.46M0.0%+2.0%0.313%
5/1/2024 Diversify Advisory Services LLC8,154$529K0.0%N/A0.048%
4/30/2024 Private Advisor Group LLC8,939$587K0.0%-25.4%0.053%
4/30/2024Strategic Wealth Partners Group LLC182,255$11.96M1.3%+4.1%1.082%
(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. ($84.16M), Fifth Third Bancorp ($35.28M), Envestnet Asset Management Inc. ($32.58M), Cresset Asset Management LLC ($31.37M), Fort Washington Investment Advisors Inc. OH ($30.42M), Wealthspire Advisors LLC ($24.98M), and CENTRAL TRUST Co ($22.46M).Learn more on SMMD's institutional investors.

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

Of the 145 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. ($1.24M), Heritage Wealth Management LLC ($707.48K), Fifth Third Bancorp ($563.55K), Fort Washington Investment Advisors Inc. OH ($486K), UBS Group AG ($370.61K), International Assets Investment Management LLC ($333.09K), and Cresset Asset Management LLC ($324.07K).

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

Institutional investors have bought a total of 8,719,018 shares in the last 24 months. This purchase volume represents approximately $500.89M in transactions.

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

Of the 74 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. ($403.48K), Coldstream Capital Management Inc. ($259.71K), UBS Group AG ($258.90K), Mercer Global Advisors Inc. ADV ($171.55K), Orion Portfolio Solutions LLC ($165.38K), International Assets Investment Management LLC ($163.00K), and Commonwealth Equity Services LLC ($133.02K).

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

Institutional investors have sold a total of 2,607,362 shares in the last 24 months. This volume of shares sold represents approximately $151.05M in transactions.


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This page (BATS:SMMD) was last updated on 11/2/2024 by MarketBeat.com Staff
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