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iShares Russell 2500 ETF (SMMD) Institutional Ownership

iShares Russell 2500 ETF logo
$71.21 +2.91 (+4.27%)
As of 03:58 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)
110
Total
Institutional Inflows
(last 12 months)
$293.72M
Number of
Institutional Sellers
(last 12 months)
51
Total
Institutional Outflows
(last 12 months)
$102.57M
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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
1/21/2025Andina Capital Management LLC25,275$1.72M1.4%+54.3%0.149%
1/21/2025Fifth Third Bancorp555,258$37.76M0.1%-1.3%3.266%
1/21/2025CX 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%
1/16/2025 CMH Wealth Management LLC258,881$17.60M4.0%+0.5%1.523%
1/16/2025 Ulland Investment Advisors LLC26,795$1.82M1.2%+0.9%0.158%
1/16/2025 Strong Tower Advisory Services15,948$1.08M0.3%-21.6%0.094%
1/16/2025 Diversify Wealth Management LLC4,570$307K0.0%N/A0.027%
1/15/2025 HF Advisory Group LLC18,276$1.24M0.6%+5.3%0.108%
1/15/2025 Wealthcare Advisory Partners LLC83,939$5.71M0.2%+53.9%0.494%
1/15/2025 Ritholtz Wealth Management3,323$226K0.0%N/A0.020%
1/14/2025 Heritage Family Offices LLP190,565$12.96M6.5%+0.7%1.121%
1/14/2025 Fifth Third Wealth Advisors LLC11,591$788K0.0%+66.6%0.068%
1/14/2025 Mayfair Advisory Group LLC5,606$381K0.2%+13.5%0.033%
1/13/2025 Eagle Bay Advisors LLC440$30K0.0%N/A0.003%
1/10/2025 ORG Partners LLC1,050$71K0.0%+39.3%0.006%
1/6/2025 O Connor Financial Group LLC3,705$252K0.1%+6.7%0.022%
1/6/2025 CWA Asset Management Group LLC138,095$9.39M0.5%+5.2%0.812%
12/26/2024JPMorgan Chase & Co.11,206$759K0.0%+55.5%0.066%
11/25/2024Sfmg LLC3,119$211K0.0%N/A0.018%
11/25/2024World Investment Advisors LLC346,924$23.50M0.6%-1.5%2.041%
11/25/2024Sanctuary Advisors LLC4,435$324K0.0%-9.6%0.026%
11/20/2024Advisory Resource Group36,321$2.46M0.5%-85.3%0.214%
11/18/2024Coldstream Capital Management Inc.1,029,408$69.73M1.5%-23.4%6.055%
11/15/2024MidWestOne Financial Group Inc.20,933$1.42M0.2%N/A0.123%
11/15/2024MML Investors Services LLC29,673$2.01M0.0%-0.5%0.175%
11/15/2024Orion Portfolio Solutions LLC132,934$9.00M0.2%-7.3%0.782%
11/15/2024World Investment Advisors LLC346,924$23.50M0.1%-1.5%2.041%
11/15/2024Jane Street Group LLC9,753$661K0.0%-78.6%0.057%
11/15/2024IHT Wealth Management LLC2,973$200K0.0%N/A0.017%
11/15/2024HighTower Advisors LLC137,168$9.29M0.0%+2.9%0.807%
11/15/2024Kestra Investment Management LLC330,255$22.37M1.0%+13.1%1.943%
11/14/2024Captrust Financial Advisors11,633$788K0.0%-81.6%0.068%
11/14/2024Rockefeller Capital Management L.P.74,278$5.03M0.0%+0.7%0.437%
11/13/2024Glenmede Trust Co. NA331,389$22.45M0.1%+43.5%1.949%
11/13/2024FMR LLC717,116$48.57M0.0%+41.5%4.218%
11/13/2024D.A. Davidson & CO.4,553$308K0.0%+5.2%0.027%
Bill Gates’ is about to mint millionaires (again) with Stargate. (Ad)

This little-known project that Bill Gates has been quietly working on that’s about to unleash an AI breakthrough so advanced, it’s going to make ChatGPT look like VHS. But what’s even more unbelievable? I believe it’ll make Nvidia’s meteoric rise look like a backyard bottle rocket.

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11/12/2024SevenBridge Financial Group LLC9,973$729K0.1%+8.3%0.059%
11/12/2024Pitcairn Co.3,600$244K0.0%N/A0.021%
11/12/2024Cerity Partners LLC7,866$533K0.0%-19.2%0.046%
11/8/2024Citizens Financial Group Inc. RI3,753$254K0.0%N/A0.022%
11/8/2024Moran Wealth Management LLC10,039$680K0.0%N/A0.059%
11/8/2024Altman Advisors Inc.4,855$329K0.1%N/A0.029%
11/8/2024 Fifth Third Wealth Advisors LLC6,957$471K0.0%N/A0.041%
11/6/2024OneDigital Investment Advisors LLC36,882$2.50M0.0%+52.1%0.217%
11/5/2024First Heartland Consultants Inc.2,967$201K0.0%N/A0.017%
11/4/2024Mayflower Financial Advisors LLC5,744$389K0.1%-25.2%0.034%
11/1/2024Lindbrook Capital LLC3,345$227K0.0%N/A0.020%
11/1/2024 CWA Asset Management Group LLC131,279$8.89M0.5%N/A0.772%
10/30/2024Benchmark 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%
10/30/2024James J. Burns & Company LLC71,747$4.86M0.9%+3.1%0.422%
10/30/2024Wetzel 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%
10/28/2024US Bancorp DE317,374$21.50M0.0%-0.7%1.867%
10/28/2024Congress Asset Management Co.35,363$2.40M0.0%-29.7%0.208%
10/28/2024Catalyst Financial Partners LLC43,974$2.98M0.6%+36.8%0.259%
10/25/2024Andina 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%
10/25/2024SC&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%
10/23/2024Financial Management Network Inc.4,303$291K0.1%N/A0.025%
10/23/2024DT Investment Partners LLC3,460$234K0.0%-6.7%0.020%
10/23/2024CENTRAL 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%
10/11/2024Creative Planning12,433$842K0.0%-1.9%0.073%
10/11/2024CX Institutional28,980$1.96M0.1%+20.4%0.170%
10/10/2024Simplicity 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%
10/8/2024Mather Group LLC.4,067$275K0.0%-63.7%0.024%
10/3/2024Single 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%
8/16/2024Creative 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%
Bill Gates’ is about to mint millionaires (again) with Stargate. (Ad)

This little-known project that Bill Gates has been quietly working on that’s about to unleash an AI breakthrough so advanced, it’s going to make ChatGPT look like VHS. But what’s even more unbelievable? I believe it’ll make Nvidia’s meteoric rise look like a backyard bottle rocket.

Click here and I’ll tell you everything you need to know.
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%
8/5/2024Private Advisor Group LLC11,923$746K0.0%+33.4%0.070%
8/2/2024Carmichael Hill & Associates Inc.2,369$148K0.1%+8.1%0.014%
(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, 175 institutional investors and hedge funds held shares of iShares Russell 2500 ETF. The most heavily invested institutionals were Fort Washington Investment Advisors Inc. OH ($92.75M), Coldstream Capital Management Inc. ($69.73M), FMR LLC ($48.57M), Fifth Third Bancorp ($37.76M), Envestnet Asset Management Inc. ($32.58M), Cresset Asset Management LLC ($31.37M), 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 153 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: Fort Washington Investment Advisors Inc. OH ($913.78K), Heritage Wealth Management LLC ($689.18K), Fifth Third Bancorp ($563.55K), Coldstream Capital Management Inc. ($403.28K), 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 7,442,535 shares in the last 24 months. This purchase volume represents approximately $449.77M in transactions.

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

Of the 80 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 3,183,458 shares in the last 24 months. This volume of shares sold represents approximately $191.41M in transactions.


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This page (BATS:SMMD) was last updated on 1/21/2025 by MarketBeat.com Staff
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