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iShares Russell 2500 ETF (SMMD) Institutional Ownership

iShares Russell 2500 ETF logo
$62.63 -5.67 (-8.31%)
Closing price 03/28/2025 03:59 PM Eastern
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$62.63 +0.00 (+0.01%)
As of 03/28/2025 06:35 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)
127
Total
Institutional Inflows
(last 12 months)
$363.93M
Number of
Institutional Sellers
(last 12 months)
61
Total
Institutional Outflows
(last 12 months)
$104.75M
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SMMD Institutional Buying and Selling by Quarter

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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
3/6/2025 TFR Capital LLC.14,491$985K0.5%N/A0.071%
2/25/2025 Integrated Advisors Network LLC6,894$469K0.0%-17.0%0.034%
2/18/2025 City National Bank of Florida MSD122,036$8.30M7.6%N/A0.718%
2/18/2025 MidWestOne Financial Group Inc.24,342$1.66M0.2%+16.3%0.143%
2/17/2025 Guardian Wealth Advisors LLC NC3,538$241K0.0%N/A0.021%
2/17/2025 Focus Partners Wealth222,853$15.15M0.0%+3.1%1.311%
2/17/2025 D. E. Shaw & Co. Inc.11,853$806K0.0%-38.1%0.070%
2/17/2025 Dimension Capital Management LLC3,665$249K0.0%N/A0.022%
2/17/2025 Cornerstone Financial Group LLC NE 12,619$858K0.8%N/A0.074%
2/17/2025 Cresset Asset Management LLC635,524$43.22M0.2%+6.2%3.738%
2/17/2025 Cetera Investment Advisers17,155$1.17M0.0%-3.3%0.101%
2/17/2025 Captrust Financial Advisors10,635$723K0.0%-8.6%0.063%
2/17/2025 Citadel Advisors LLC25,536$1.74M0.0%+39.1%0.150%
2/17/2025 Cary Street Partners Financial LLC13,575$923K0.0%N/A0.080%
2/17/2025 Bank of America Corp DE688,304$46.81M0.0%+48.8%4.049%
2/17/2025 Ameriprise Financial Inc.44,255$3.01M0.0%+74.9%0.260%
2/17/2025 Aptus Capital Advisors LLC7,414$504K0.0%N/A0.044%
2/14/2025 Jane Street Group LLC5,547$377K0.0%-43.1%0.033%
2/14/2025 Northern Trust Corp17,697$1.20M0.0%N/A0.104%
2/14/2025 Berger Financial Group Inc163,831$11.14M0.8%+3.0%0.964%
2/14/2025 Coldstream Capital Management Inc.1,587,780$107.97M2.3%+54.2%9.340%
2/14/2025 Capital Analysts LLC6,124$416K0.0%+36.8%0.036%
2/14/2025 Two Sigma Securities LLC7,084$482K0.1%N/A0.042%
2/14/2025 Kovitz Investment Group Partners LLC208,853$14.20M0.0%+4.6%1.229%
2/14/2025 OneDigital Investment Advisors LLC81,675$5.55M0.1%+121.4%0.480%
2/14/2025 Tower Research Capital LLC TRC 11,818$804K0.0%-34.2%0.070%
2/14/2025 MML Investors Services LLC30,980$2.11M0.0%+4.4%0.182%
2/13/2025 Insigneo Advisory Services LLC4,000$272K0.0%N/A0.024%
2/13/2025 Rossby Financial LCC49,094$3.34M2.1%N/A0.289%
2/13/2025 Mariner LLC62,861$4.27M0.0%+61.1%0.370%
2/13/2025 Altman Advisors Inc.22,566$1.53M0.6%+364.8%0.133%
2/13/2025 Rockefeller Capital Management L.P.75,713$5.15M0.0%+1.9%0.445%
2/13/2025 Canopy Partners LLC18,123$1.23M0.5%N/A0.107%
2/13/2025 Sierra Summit Advisors LLC11,901$809K0.2%N/A0.070%
2/13/2025 Trek Financial LLC59,542$4.05M0.3%-5.6%0.350%
2/13/2025 Envestnet Asset Management Inc.765,409$52.05M0.0%+41.3%4.502%
2/13/2025 Wells Fargo & Company MN3,292$224K0.0%-17.9%0.019%
2/12/2025 World Investment Advisors345,181$23.47M0.6%-0.5%2.030%
2/12/2025 Treynor Bancshares Inc.6,746$459K0.5%+28.7%0.040%
2/12/2025 National Bank of Canada FI464$32K0.0%N/A0.003%
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2/12/2025 O Shaughnessy Asset Management LLC4,714$321K0.0%+21.8%0.028%
2/12/2025 Orion Portfolio Solutions LLC150,839$10.26M0.1%+13.5%0.887%
2/12/2025 Blair William & Co. IL222,745$15.15M0.0%+174.5%1.310%
2/12/2025 JPMorgan Chase & Co.34,637$2.36M0.0%+209.1%0.204%
2/11/2025 Congress Wealth Management LLC DE24,399$1.66M0.0%N/A0.144%
2/11/2025 LPL Financial LLC139,469$9.48M0.0%-2.1%0.820%
2/11/2025 1620 Investment Advisors Inc.3,727$253K0.2%+53.6%0.022%
2/11/2025 TD Private Client Wealth LLC2,685$183K0.0%-17.9%0.016%
2/11/2025 SigFig Wealth Management LLC52,138$3.54M0.1%+43.8%0.307%
2/11/2025 L.K. Benson & Company P.C.11,586$788K0.6%N/A0.068%
2/10/2025 Thrivent Financial for Lutherans2,826$207K0.0%N/A0.017%
2/10/2025 Corient Private Wealth LLC23,711$1.61M0.0%+1.2%0.139%
2/10/2025 Commonwealth Equity Services LLC144,461$9.82M0.0%+11.3%0.850%
2/10/2025 Avantax Advisory Services Inc.28,389$1.93M0.0%-7.0%0.167%
2/7/2025 HighTower Advisors LLC170,824$11.62M0.0%+24.5%1.005%
2/7/2025 GC Wealth Management RIA LLC18,110$1.23M0.2%-10.3%0.107%
2/7/2025 Johnson Investment Counsel Inc.27,651$1.88M0.0%+51.8%0.163%
2/7/2025 Simplicity Wealth LLC118,675$8.07M1.7%+3.4%0.698%
2/7/2025 Kendall Capital Management292,799$19.91M5.8%+64.9%1.722%
2/6/2025 One Capital Management LLC6,761$460K0.0%-6.2%0.040%
2/6/2025 Raymond James Financial Inc.165,707$11.27M0.0%N/A0.975%
2/6/2025 Atria Investments Inc8,344$567K0.0%N/A0.049%
2/5/2025 Smartleaf Asset Management LLC40,143$2.73M0.3%-4.7%0.236%
2/5/2025 Bridges Investment Management Inc.5,860$398K0.0%N/A0.034%
2/5/2025 US Bancorp DE352,928$24.00M0.0%+11.2%2.076%
2/5/2025 Flputnam Investment Management Co.10,221$695K0.0%-20.2%0.060%
2/5/2025 Private Trust Co. NA499$34K0.0%N/A0.003%
2/4/2025 Transcendent Capital Group LLC496$34K0.0%+396.0%0.003%
2/4/2025 Wealthspire Advisors LLC469,382$31.92M0.3%+10.0%2.761%
2/3/2025 Advyzon Investment Management LLC13,117$892K0.3%N/A0.077%
2/3/2025 Private Advisor Group LLC7,144$486K0.0%-40.2%0.042%
2/3/2025 Financial Management Network Inc.4,920$339K0.1%+14.3%0.029%
1/31/2025 Kestra Investment Management LLC549,769$37.38M1.5%+66.5%3.234%
1/31/2025 Atria Wealth Solutions Inc.7,531$512K0.0%-73.6%0.044%
1/31/2025 Truist Financial Corp360,819$24.54M0.0%+25.1%2.122%
1/31/2025 NTV Asset Management LLC2,975$202K0.0%N/A0.018%
1/30/2025 Lakeridge Wealth Management LLC7,918$538K0.3%+7.3%0.047%
1/30/2025 Congress Asset Management Co.96,385$6.55M0.0%+172.6%0.567%
1/30/2025 Catalyst Financial Partners LLC50,167$3.41M0.6%+14.1%0.295%
1/29/2025 Single Point Partners LLC12,443$846K0.2%+20.9%0.073%
1/29/2025 Cornerstone Planning Group LLC1,210$85K0.0%N/A0.007%
1/28/2025 Kestra Private Wealth Services LLC8,292$564K0.0%+99.2%0.049%
1/28/2025 Advisory Resource Group35,921$2.44M0.5%-1.1%0.211%
1/28/2025 SC&H Financial Advisors Inc.5,590$380K0.1%+15.6%0.033%
1/27/2025 Benchmark Financial Wealth Advisors LLC71,168$4.84M1.6%+7.4%0.419%
1/27/2025 James J. Burns & Company LLC71,434$4.86M0.8%-0.4%0.420%
1/24/2025 Chicago Capital LLC5,699$388K0.0%N/A0.034%
1/24/2025 CENTRAL TRUST Co446,550$30.37M0.7%+34.6%2.627%
1/24/2025 Brio Consultants LLC330,785$22.49M3.5%-0.5%1.946%
1/23/2025 USAdvisors Wealth Management LLC13,870$943K0.3%-3.8%0.082%
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1/22/2025 Mayflower Financial Advisors LLC5,003$340K0.1%-12.9%0.029%
1/22/2025 Charter Oak Capital Management LLC18,142$1.23M0.1%-4.6%0.107%
1/22/2025 Wetzel Investment Advisors Inc.4,323$294K0.1%+9.1%0.025%
1/21/2025 Andina Capital Management LLC25,275$1.72M1.4%+54.3%0.149%
1/21/2025 Fifth Third Bancorp555,258$37.76M0.1%-1.3%3.266%
1/21/2025 CX Institutional33,454$2.28M0.1%+15.4%0.197%
1/17/2025 Janney Montgomery Scott LLC54,201$3.69M0.0%-2.1%0.319%
1/17/2025 Fort Washington Investment Advisors Inc. OH1,363,980$92.75M0.6%+45.7%8.023%
1/17/2025 Atomi Financial Group Inc.4,714$321K0.0%+21.3%0.028%
1/16/2025 Pure Financial Advisors LLC8,449$575K0.0%+4.2%0.050%
(Data available from 1/1/2016 forward)

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SMMD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SMMD shares?

During the previous two years, 198 institutional investors and hedge funds held shares of iShares Russell 2500 ETF. The most heavily invested institutionals were Coldstream Capital Management Inc. ($107.97M), Fort Washington Investment Advisors Inc. OH ($92.75M), Envestnet Asset Management Inc. ($52.05M), FMR LLC ($48.57M), Bank of America Corp DE ($46.81M), Cresset Asset Management LLC ($43.22M), and Fifth Third Bancorp ($37.76M).Learn more on SMMD's institutional investors.

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

Of the 177 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. ($961.65K), Fort Washington Investment Advisors Inc. OH ($913.78K), Kestra Investment Management LLC ($549.77K), Cresset Asset Management LLC ($361.01K), International Assets Investment Management LLC ($333.09K), CENTRAL TRUST Co ($291.74K), and Fifth Third Bancorp ($247.33K).

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

Institutional investors have bought a total of 8,949,897 shares in the last 24 months. This purchase volume represents approximately $569.15M in transactions.

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

Of the 86 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. ($255.63K), Advisory Resource Group ($228.93K), Orion Portfolio Solutions LLC ($175.86K), International Assets Investment Management LLC ($163.00K), Global Wealth Strategies & Associates ($122.02K), and Armstrong Advisory Group Inc. ($88.75K).

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

Institutional investors have sold a total of 2,502,274 shares in the last 24 months. This volume of shares sold represents approximately $156.24M in transactions.


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This page (BATS:SMMD) was last updated on 3/31/2025 by MarketBeat.com Staff
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