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iShares Russell 2500 ETF (SMMD) Institutional Ownership

iShares Russell 2500 ETF logo
$68.37 +0.71 (+1.05%)
(As of 12/20/2024 ET)
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Institutional Ownership Changes (13F Filings) for iShares Russell 2500 ETF (BATS:SMMD)

Number of
Institutional Buyers
(last 12 months)
110
Total
Institutional Inflows
(last 12 months)
$268.88M
Number of
Institutional Sellers
(last 12 months)
55
Total
Institutional Outflows
(last 12 months)
$108.28M
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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
11/25/2024 Sfmg LLC3,119$211K0.0%N/A0.018%
11/25/2024 World Investment Advisors LLC346,924$23.50M0.6%-1.5%2.041%
11/25/2024 Sanctuary Advisors LLC4,435$324K0.0%-9.6%0.026%
11/20/2024 Advisory Resource Group36,321$2.46M0.5%-85.3%0.214%
11/18/2024 Coldstream Capital Management Inc.1,029,408$69.73M1.5%-23.4%6.055%
11/15/2024 MidWestOne Financial Group Inc.20,933$1.42M0.2%N/A0.123%
11/15/2024 MML Investors Services LLC29,673$2.01M0.0%-0.5%0.175%
11/15/2024 Orion Portfolio Solutions LLC132,934$9.00M0.2%-7.3%0.782%
11/15/2024 World Investment Advisors LLC346,924$23.50M0.1%-1.5%2.041%
11/15/2024 Jane Street Group LLC9,753$661K0.0%-78.6%0.057%
11/15/2024 IHT Wealth Management LLC2,973$200K0.0%N/A0.017%
11/15/2024 HighTower Advisors LLC137,168$9.29M0.0%+2.9%0.807%
11/15/2024 Kestra Investment Management LLC330,255$22.37M1.0%+13.1%1.943%
11/14/2024 Captrust Financial Advisors11,633$788K0.0%-81.6%0.068%
11/14/2024 Rockefeller Capital Management L.P.74,278$5.03M0.0%+0.7%0.437%
11/13/2024 Glenmede Trust Co. NA331,389$22.45M0.1%+43.5%1.949%
11/13/2024 FMR LLC717,116$48.57M0.0%+41.5%4.218%
11/13/2024 D.A. Davidson & CO.4,553$308K0.0%+5.2%0.027%
11/12/2024 SevenBridge Financial Group LLC9,973$729K0.1%+8.3%0.059%
11/12/2024 Pitcairn Co.3,600$244K0.0%N/A0.021%
11/12/2024 Cerity Partners LLC7,866$533K0.0%-19.2%0.046%
11/8/2024 Citizens Financial Group Inc. RI3,753$254K0.0%N/A0.022%
11/8/2024 Moran Wealth Management LLC10,039$680K0.0%N/A0.059%
11/8/2024 Altman Advisors Inc.4,855$329K0.1%N/A0.029%
11/8/2024 Fifth Third Wealth Advisors LLC6,957$471K0.0%N/A0.041%
11/6/2024 OneDigital Investment Advisors LLC36,882$2.50M0.0%+52.1%0.217%
11/5/2024 First Heartland Consultants Inc.2,967$201K0.0%N/A0.017%
11/4/2024 Mayflower Financial Advisors LLC5,744$389K0.1%-25.2%0.034%
11/1/2024 Lindbrook Capital LLC3,345$227K0.0%N/A0.020%
11/1/2024 CWA 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%
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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%
9/5/2024 Sanctuary Advisors LLC4,907$304K0.0%N/A0.029%
8/28/2024 Kestra Investment Management LLC292,002$18.28M1.2%N/A1.718%
8/22/2024 Cetera Investment Advisers18,318$1.15M0.0%+6.4%0.108%
8/21/2024 Truist Financial Corp284,627$17.82M0.0%-0.1%1.674%
8/16/2024 Northwestern Mutual Wealth Management Co.4,092$256K0.0%+272.0%0.024%
8/16/2024 Creative Planning12,670$793K0.0%-2.9%0.075%
8/16/2024 Susquehanna International Group LLP57,850$3.62M0.0%+429.9%0.340%
8/14/2024 Treynor Bancshares Inc.6,968$436K0.5%-38.1%0.041%
8/12/2024 Kendall Capital Management167,949$10.51M3.5%+6.7%0.988%
8/12/2024 Blair William & Co. IL43,120$2.70M0.0%+309.1%0.254%
8/9/2024 SigFig Wealth Management LLC23,391$1.46M0.1%+139.6%0.138%
8/9/2024 One Capital Management LLC7,203$451K0.0%+10.7%0.042%
8/9/2024 Brown Brothers Harriman & Co.7,491$469K0.0%+1,718.2%0.044%
8/9/2024 Pinion Investment Advisors LLC5,509$345K0.2%-17.4%0.032%
8/8/2024 Envestnet Asset Management Inc.520,485$32.58M0.0%-7.0%3.062%
8/8/2024 Wealthspire Advisors LLC398,990$24.98M0.3%-6.0%2.347%
8/8/2024 Johnson Investment Counsel Inc.21,424$1.34M0.0%+6.6%0.126%
8/7/2024 Coldstream Capital Management Inc.1,344,450$84.16M2.0%-16.2%7.909%
8/6/2024 Certuity LLC11,094$694K0.1%-3.4%0.065%
8/6/2024 Savant 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%
7/30/2024 GoalVest 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%
7/24/2024 Advisory Resource Group246,515$15.43M3.5%+6.9%1.450%
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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%
7/22/2024 Atria 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%
(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, 171 institutional investors and hedge funds held shares of iShares Russell 2500 ETF. The most heavily invested institutionals were Coldstream Capital Management Inc. ($69.73M), FMR LLC ($48.57M), 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), and Wealthspire Advisors LLC ($24.98M).Learn more on SMMD's institutional investors.

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

Of the 152 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 ($689.18K), Fifth Third Bancorp ($563.55K), Fort Washington Investment Advisors Inc. OH ($486K), International Assets Investment Management LLC ($333.09K), Kestra Investment Management LLC ($330.26K), 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 8,228,311 shares in the last 24 months. This purchase volume represents approximately $484.14M in transactions.

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

Of the 78 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: Coldstream Capital Management Inc. ($574.75K), Envestnet Asset Management Inc. ($403.48K), UBS Group AG ($258.90K), Advisory Resource Group ($228.53K), Orion Portfolio Solutions LLC ($175.86K), Mercer Global Advisors Inc. ADV ($166.39K), and International Assets Investment Management LLC ($163.00K).

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

Institutional investors have sold a total of 3,170,624 shares in the last 24 months. This volume of shares sold represents approximately $190.54M in transactions.


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This page (BATS:SMMD) was last updated on 12/22/2024 by MarketBeat.com Staff
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