iShares Russell 2500 ETFSMMDETF
13F holders, Q1 2024 (March 31)154holders
1famous investor
$65.58avg. 13F price*
At the end of Q1 2024, 154 institutions reported holding iShares Russell 2500 ETF (SMMD) in their 13F filings. The largest holders were Coldstream Capital Management Inc. ($105.2M), Cresset Asset Management, LLC ($36.9M) and Envestnet Asset Management Inc. ($36.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Russell 2500 ETF
- CUSIP
- 46435G268
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $10.4M |
| Exits | 13 | $12.9M |
Ownership 154 holders
| Coldstream Capital Management Inc. | 2.67% | Add +3.2% | 1,604,160 | $105.2M |
| Cresset Asset Management, LLC | 0.18% | Add +10.3% | 561,953 | $36.9M |
| Envestnet Asset Management Inc. | 0.01% | Add +118.5% | 559,617 | $36.7M |
| Fifth Third Bancorp | 0.14% | Add +10.6% | 541,633 | $35.5M |
| Wealthspire Advisors, LLC | 0.37% | Reduce -0.2% | 424,361 | $27.8M |
| Bank of America Corp. | 0.00% | Add +27.9% | 356,928 | $23.4M |
| Brio Consultants, LLC | 3.73% | Add +0.2% | 337,246 | $22.1M |
| US Bancorp \de | 0.03% | Add +10.0% | 323,773 | $21.2M |
| FMR LLC | 0.00% | Add +81.1% | 318,718 | $20.9M |
| Truist Financial Corp. | 0.03% | Reduce -17.2% | 284,962 | $18.7M |
| CMH Wealth Management LLC | 4.36% | Reduce -5.5% | 261,419 | $17.2M |
| CENTRAL TRUST Co | 0.41% | Add +21.4% | 253,069 | $16.6M |
| LPL Financial LLC | 0.01% | Add +428.3% | 232,778 | $15.3M |
| Advisory Resource Group | 3.47% | Add +7.6% | 230,509 | $15.1M |
| Heritage Wealth Management, LLC | 6.71% | Reduce -1.7% | 200,705 | $13.2M |
| Focus Partners Wealth | 0.10% | Add +25.0% | 193,951 | $12.7M |
| UBS Group AG | 0.00% | Add +26.8% | 187,631 | $12.3M |
| Glenmede Trust Co. NA | 0.06% | Add +291.1% | 184,345 | $12.1M |
| Strategic Wealth Partners Group, LLC | 1.32% | Add +4.1% | 182,255 | $12.0M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -1.1% | 173,273 | $11.4M |
| Kendall Capital Management | 3.55% | Add +6.1% | 157,355 | $10.3M |
| Orion Porfolio Solutions, LLC | 0.11% | Reduce -45.9% | 154,511 | $10.1M |
| Orion Portfolio Solutions, LLC | 0.11% | Reduce -45.9% | 154,511 | $10.1M |
| Berger Financial Group, Inc | 0.80% | Add +11.5% | 148,077 | $9.7M |
| HighTower Advisors, LLC | 0.01% | Reduce -13.3% | 132,256 | $8.7M |
| Royal Bank of Canada | 0.00% | Add +53.7% | 111,174 | $7.3M |
| CWA Asset Management Group, LLC | 0.38% | Add +42.5% | 94,564 | $6.2M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -6.7% | 73,636 | $4.8M |
| Trek Financial, LLC | 0.35% | Add +13.8% | 67,574 | $4.4M |
| Osaic Holdings, Inc. | 0.01% | Reduce -2.0% | 65,494 | $4.3M |
| New York State Common Retirement Fund | 0.00% | Reduce -37.7% | 56,997 | $3.7M |
| Schroder Investment Management Group | 0.00% | Reduce -37.7% | 56,997 | $3.7M |
| Benchmark Financial Wealth Advisors, LLC | 1.35% | Add +18.1% | 53,829 | $3.5M |
| Janney Montgomery Scott LLC | 0.01% | Add +2.0% | 52,666 | $3.5M |
| Kestra Advisory Services, LLC | 0.02% | New | 47,715 | $3.1M |
| Smartleaf Asset Management LLC | 0.55% | Reduce -5.9% | 43,927 | $2.9M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -32.1% | 38,850 | $2.5M |
| Congress Asset Management Co. | 0.02% | Reduce -57.4% | 36,150 | $2.4M |
| Mariner, LLC | 0.00% | Reduce -6.7% | 35,989 | $2.4M |
| Baird Financial Group, Inc. | 0.00% | Add +10.7% | 35,647 | $2.3M |
| Avantax Advisory Services, Inc. | 0.02% | Reduce -16.7% | 33,398 | $2.2M |
| MML Investors Services, LLC | 0.01% | Add +5.6% | 29,830 | $2.0M |
| Raffa Wealth Management, LLC | 0.58% | Add +7.7% | 29,527 | $1.9M |
| Lincoln National Corp. | 0.03% | Reduce -1.5% | 29,300 | $1.9M |
| Ulland Investment Advisors, LLC | 1.52% | Add +2.3% | 28,777 | $1.9M |
| Corient Private Wealth LP | 0.00% | Reduce -59.9% | 26,194 | $1.7M |
| James J. Burns & Company, LLC | 0.56% | Reduce -61.5% | 25,108 | $1.6M |
| Morgan Stanley | 0.00% | Add +1.1% | 24,175 | $1.6M |
| CX Institutional | 0.07% | Add +11.6% | 23,448 | $1.5M |
| Quadrant Capital Group LLC | 0.12% | No change | 23,322 | $1.5M |
| Klingenstein Fields & Co. LP | 0.06% | No change | 22,700 | $1.5M |
| Simplicity Wealth,LLC | 0.03% | New | 20,734 | $1.4M |
| Citadel Advisors | 0.00% | New | 20,682 | $1.4M |
| Charter Oak Capital Management, LLC | 0.14% | Reduce -12.4% | 20,354 | $1.3M |
| GC Wealth Management RIA, LLC | 0.27% | Add +1.6% | 20,282 | $1.3M |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -48.4% | 20,093 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.4% | 18,583 | $1.2M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 17,743 | $1.2M |
| Strong Tower Advisory Services | 0.46% | Add +11.3% | 17,475 | $1.1M |
| Cetera Investment Advisers | 0.00% | Add +110.7% | 17,212 | $1.1M |
| RFG Advisory, LLC | 0.04% | Reduce -41.2% | 16,833 | $1.1M |
| Catalyst Financial Partners LLC | 0.28% | New | 17,880 | $1.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -14.0% | 14,962 | $982K |
| Cary Street Partners Investment Advisory LLC | 0.04% | Add +81.4% | 14,709 | $965K |
| HF Advisory Group, LLC | 0.54% | Add +11.8% | 14,688 | $964K |
| OneDigital Investment Advisors LLC | 0.01% | Add +119.2% | 14,515 | $952K |
| Means Investment Co., Inc. | 0.12% | Reduce -22.9% | 14,434 | $947K |
| USAdvisors Wealth Management, LLC | 0.36% | Reduce -14.9% | 14,429 | $941K |
| Raymond James & Associates | 0.00% | Reduce -5.8% | 13,775 | $904K |
| Level Four Advisory Services, LLC | 0.05% | Add +5.5% | 14,547 | $896K |
| Principal Financial Group Inc. | 0.00% | Add +28.8% | 13,433 | $881K |
| Creative Planning | 0.00% | No change | 13,055 | $857K |
| Flputnam Investment Management Co. | 0.02% | Add +8.4% | 12,613 | $828K |
| Heron Bay Capital Management | 0.18% | Add +66.0% | 12,582 | $826K |
| Apollon Wealth Management, LLC | 0.03% | No change | 12,420 | $815K |
| Captrust Financial Advisors | 0.00% | Reduce -39.3% | 11,865 | $778K |
| Cwm, LLC | 0.00% | Add +7.8% | 11,524 | $756K |
| Certuity, LLC | 0.07% | New | 11,480 | $753K |
| Treynor Bancshares, Inc. | 0.43% | Add +9.4% | 11,261 | $739K |
| Susquehanna International Group, LLP | 0.00% | Reduce -68.8% | 10,918 | $716K |
| JPMorgan Chase & Co. | 0.00% | Reduce -52.7% | 10,852 | $712K |
| Blair William & Co. | 0.00% | Add +23.8% | 10,540 | $692K |
| Mather Group, Llc. | 0.01% | No change | 11,218 | $691K |
| Pathstone Holdings, LLC | 0.00% | Reduce -1.1% | 10,522 | $690K |
| Cerity Partners LLC | 0.00% | Add +172.9% | 10,245 | $672K |
| Avidian Wealth Enterprises, LLC | 0.04% | Reduce -13.1% | 10,107 | $663K |
| SigFig Wealth Management, LLC | 0.02% | Add +168.0% | 9,761 | $640K |
| Bremer Bank National Association | 0.11% | No change | 8,977 | $589K |
| Private Advisor Group, LLC | 0.00% | Reduce -25.4% | 8,939 | $587K |
| Legacy Advisory Services, LLC | 0.54% | Add +0.3% | 8,726 | $573K |
| Integrated Advisors Network LLC | 0.03% | Reduce -40.9% | 8,309 | $545K |
| SevenBridge Financial Group, LLC | 0.12% | Reduce -25.3% | 8,541 | $536K |
| Diversify Advisory Services, LLC | 0.03% | — | 8,154 | $529K |
| Pure Financial Advisors, LLC | 0.02% | Add +12.3% | 7,986 | $524K |
| Mayflower Financial Advisors, LLC | 0.09% | Reduce -7.3% | 7,796 | $511K |
| Whittier Trust Co. | 0.01% | Add +17.8% | 7,633 | $501K |
| Little House Capital LLC | 0.16% | Add +12.2% | 7,177 | $471K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +7.8% | 7,021 | $461K |
| Lakeridge Wealth Management LLC | 0.30% | Add +2.0% | 6,978 | $458K |
| Legacy Trust | 0.11% | No change | 6,900 | $453K |
"% of holder's portfolio" is SMMD's weight in each manager's 13F, not the share of iShares Russell 2500 ETF the manager owns.