iShares Russell 2500 ETFSMMDETF
13F holders, Q2 2024 (June 30)165holders +11
17new positions
8sold out
2famous investors
$62.60avg. 13F price*
At the end of Q2 2024, 165 institutions reported holding iShares Russell 2500 ETF (SMMD) in their 13F filings, up 11 from Q1 2024. 17 opened new positions and 8 sold out. The largest holders were Coldstream Capital Management Inc. ($84.2M), Cresset Asset Management, LLC ($36.1M) and Fifth Third Bancorp ($35.3M). 2 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $72.9M |
| Exits | 8 | $4.4M |
All 13F filers, Q1 2024 → Q2 2024: 2,043,864 shares bought and 571,602 shares sold, net +1,472,262 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 165 holders
| Coldstream Capital Management Inc. | 2.05% | Reduce -16.2% | 1,344,450 | $84.2M |
| Cresset Asset Management, LLC | 0.15% | Add +2.7% | 577,346 | $36.1M |
| Fifth Third Bancorp | 0.13% | Add +4.0% | 563,524 | $35.3M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -7.0% | 520,485 | $32.6M |
| FMR LLC | 0.00% | Add +59.0% | 506,717 | $31.7M |
| Fort Washington Investment Advisors Inc. | 0.20% | New | 486,000 | $30.4M |
| Bank of America Corp. | 0.00% | Add +12.4% | 401,128 | $25.1M |
| Wealthspire Advisors, LLC | 0.32% | Reduce -6.0% | 398,990 | $25.0M |
| World Investment Advisors | 1.37% | New | 352,100 | $22.0M |
| Brio Consultants, LLC | 3.44% | Reduce -1.1% | 333,550 | $20.9M |
| US Bancorp \de | 0.03% | Reduce -1.3% | 319,735 | $20.0M |
| Kestra Investment Management, LLC | 1.24% | — | 292,002 | $18.3M |
| CENTRAL TRUST Co | 0.44% | Add +14.1% | 288,806 | $18.1M |
| Truist Financial Corp. | 0.03% | Reduce -0.1% | 284,627 | $17.8M |
| CMH Wealth Management LLC | 4.00% | Reduce -0.7% | 259,604 | $16.3M |
| Advisory Resource Group | 3.48% | Add +6.9% | 246,515 | $15.4M |
| Glenmede Trust Co. NA | 0.07% | Add +25.3% | 230,886 | $14.5M |
| Focus Partners Wealth | 0.05% | Add +16.1% | 225,264 | $14.1M |
| LPL Financial LLC | 0.01% | Reduce -9.4% | 210,983 | $13.2M |
| Heritage Wealth Management, LLC | 6.73% | Reduce -3.5% | 193,720 | $12.1M |
| Heritage Family Offices, LLP | 6.73% | — | 193,720 | $12.1M |
| NorthCoast Asset Management LLC | 0.10% | New | 187,187 | $11.7M |
| UBS Group AG | 0.00% | Reduce -5.1% | 178,128 | $11.2M |
| Kendall Capital Management | 3.51% | Add +6.7% | 167,949 | $10.5M |
| Berger Financial Group, Inc | 0.75% | Add +1.8% | 150,737 | $9.4M |
| Orion Porfolio Solutions, LLC | 0.09% | Reduce -7.2% | 143,421 | $9.0M |
| Orion Portfolio Solutions, LLC | 0.09% | Reduce -7.2% | 143,421 | $9.0M |
| HighTower Advisors, LLC | 0.01% | Add +0.8% | 133,245 | $8.3M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -24.3% | 131,221 | $8.2M |
| Royal Bank of Canada | 0.00% | Add +13.7% | 126,431 | $7.9M |
| Osaic Holdings, Inc. | 0.01% | Add +48.0% | 96,958 | $6.1M |
| Rockefeller Capital Management L.P. | 0.01% | Add +0.1% | 73,742 | $4.6M |
| James J. Burns & Company, LLC | 0.86% | Add +177.3% | 69,615 | $4.4M |
| Trek Financial, LLC | 0.33% | Reduce -2.9% | 65,648 | $4.1M |
| Captrust Financial Advisors | 0.01% | Add +432.3% | 63,162 | $4.0M |
| Kestra Advisory Services, LLC | 0.02% | Add +28.9% | 61,523 | $3.9M |
| Benchmark Financial Wealth Advisors, LLC | 1.41% | Add +12.9% | 60,783 | $3.8M |
| Susquehanna International Group, LLP | 0.01% | Add +429.9% | 57,850 | $3.6M |
| Janney Montgomery Scott LLC | 0.01% | Add +8.3% | 57,025 | $3.6M |
| New York State Common Retirement Fund | 0.00% | No change | 56,997 | $3.6M |
| Schroder Investment Management Group | 0.00% | No change | 56,997 | $3.6M |
| Congress Asset Management Co. | 0.02% | Add +39.1% | 50,270 | $3.1M |
| Raymond James & Associates | 0.00% | Add +250.3% | 48,247 | $3.0M |
| Jane Street Group, LLC | 0.00% | New | 45,671 | $2.9M |
| Smartleaf Asset Management LLC | 0.46% | Add +3.4% | 45,399 | $2.8M |
| Blair William & Co. | 0.01% | Add +309.1% | 43,120 | $2.7M |
| Tower Research Capital LLC (TRC) | 0.04% | Add +1167.8% | 41,217 | $2.6M |
| Avantax Advisory Services, Inc. | 0.02% | Add +18.1% | 39,455 | $2.5M |
| Morgan Stanley | 0.00% | Add +59.7% | 38,605 | $2.4M |
| Mariner, LLC | 0.00% | Add +7.2% | 38,568 | $2.4M |
| Baird Financial Group, Inc. | 0.00% | Add +6.3% | 37,886 | $2.4M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -15.5% | 32,824 | $2.1M |
| Catalyst Financial Partners LLC | 0.44% | Add +79.8% | 32,146 | $2.0M |
| Raffa Wealth Management, LLC | 0.57% | Add +8.7% | 32,096 | $2.0M |
| MML Investors Services, LLC | 0.01% | Reduce -0.0% | 29,822 | $1.9M |
| Ulland Investment Advisors, LLC | 1.33% | Reduce -3.5% | 27,777 | $1.7M |
| Ameriprise Financial Inc. | 0.00% | New | 26,404 | $1.7M |
| Corient Private Wealth LP | 0.00% | Add +0.1% | 26,234 | $1.6M |
| Simplicity Wealth,LLC | 0.03% | Add +18.8% | 24,637 | $1.5M |
| OneDigital Investment Advisors LLC | 0.02% | Add +67.0% | 24,244 | $1.5M |
| CX Institutional | 0.07% | Add +2.7% | 24,078 | $1.5M |
| SigFig Wealth Management, LLC | 0.06% | Add +139.6% | 23,391 | $1.5M |
| Quadrant Capital Group LLC | 0.11% | No change | 23,322 | $1.5M |
| Klingenstein Fields & Co. LP | 0.06% | No change | 22,700 | $1.4M |
| Johnson Investment Counsel Inc. | 0.01% | Add +6.6% | 21,424 | $1.3M |
| GC Wealth Management RIA, LLC | 0.25% | Reduce -0.1% | 20,259 | $1.3M |
| Charter Oak Capital Management, LLC | 0.13% | Reduce -1.8% | 19,990 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +4.1% | 19,353 | $1.2M |
| Strong Tower Advisory Services | 0.39% | Add +7.9% | 18,860 | $1.2M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +167.4% | 18,775 | $1.2M |
| Cetera Investment Advisers | 0.00% | Add +6.4% | 18,318 | $1.1M |
| D. E. Shaw & Co. | 0.00% | New | 18,103 | $1.1M |
| Citigroup Inc. | 0.00% | Add +534.4% | 17,883 | $1.1M |
| Principal Financial Group Inc. | 0.00% | Add +26.6% | 17,003 | $1.1M |
| HF Advisory Group, LLC | 0.55% | Add +15.3% | 16,930 | $1.1M |
| Andina Capital Management, LLC | 0.76% | New | 16,215 | $1.0M |
| RFG Advisory, LLC | 0.03% | Reduce -4.5% | 16,082 | $1.0M |
| Cary Street Partners Investment Advisory LLC | 0.04% | No change | 14,709 | $921K |
| USAdvisors Wealth Management, LLC | 0.32% | Add +0.5% | 14,498 | $907K |
| Creative Planning | 0.00% | Reduce -3.0% | 12,670 | $793K |
| Cwm, LLC | 0.00% | Add +8.8% | 12,540 | $785K |
| Apollon Wealth Management, LLC | 0.02% | No change | 12,420 | $777K |
| Flputnam Investment Management Co. | 0.01% | Reduce -3.6% | 12,160 | $761K |
| Private Advisor Group, LLC | 0.01% | Add +33.4% | 11,923 | $746K |
| Mather Group, Llc. | 0.01% | No change | 11,218 | $736K |
| Certuity, LLC | 0.06% | Reduce -3.4% | 11,094 | $694K |
| Atria Investments, Inc | 0.01% | New | 10,621 | $665K |
| Pathstone Holdings, LLC | 0.00% | Add +0.0% | 10,524 | $659K |
| Savant Capital, LLC | 0.01% | New | 10,332 | $647K |
| Cerity Partners LLC | 0.00% | Reduce -5.0% | 9,736 | $609K |
| SevenBridge Financial Group, LLC | 0.13% | Add +7.9% | 9,212 | $575K |
| Bremer Bank National Association | 0.11% | No change | 8,977 | $562K |
| Legacy Advisory Services, LLC | 0.50% | Reduce -0.6% | 8,677 | $543K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -42.6% | 8,591 | $538K |
| Integrated Advisors Network LLC | 0.03% | No change | 8,309 | $520K |
| Avidian Wealth Enterprises, LLC | 0.02% | Reduce -18.3% | 8,260 | $517K |
| Diversify Advisory Services, LLC | 0.03% | Add +0.1% | 8,162 | $506K |
| Whittier Trust Co. | 0.01% | Add +4.6% | 7,984 | $500K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -55.9% | 7,820 | $490K |
| Mayflower Financial Advisors, LLC | 0.08% | Reduce -1.5% | 7,678 | $481K |
| Citadel Advisors | 0.00% | Reduce -63.1% | 7,629 | $478K |
| Brown Brothers Harriman & Co. | 0.00% | Add +1718.2% | 7,491 | $469K |
| Lakeridge Wealth Management LLC | 0.28% | Add +5.0% | 7,326 | $459K |
| JPMorgan Chase & Co. | 0.00% | Reduce -33.6% | 7,208 | $451K |
| One Capital Management, LLC | 0.02% | Add +10.7% | 7,203 | $451K |
| Treynor Bancshares, Inc. | 0.46% | Reduce -38.1% | 6,968 | $436K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -13.4% | 6,915 | $433K |
| Little House Capital LLC | 0.13% | Reduce -4.2% | 6,876 | $430K |
| OneAscent Wealth Management LLC | 0.22% | Add +0.5% | 6,847 | $429K |
| Means Investment Co., Inc. | 0.05% | Reduce -53.1% | 6,776 | $424K |
| EP Wealth Advisors, LLC | 0.00% | Add +2.0% | 6,759 | $423K |
| Legacy Trust | 0.10% | Reduce -3.7% | 6,647 | $416K |
| Pinion Investment Advisors, LLC | 0.17% | Reduce -17.4% | 5,509 | $345K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +31.5% | 5,213 | $326K |
| Sepio Capital, LP | 0.03% | No change | 5,065 | $317K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +22.8% | 5,036 | $315K |
| Mayfair Advisory Group, LLC | 0.21% | Add +0.3% | 4,744 | $308K |
| Sanctuary Advisors, LLC | 0.00% | — | 4,907 | $304K |
| Compound Planning, Inc. | 0.02% | Add +27.3% | 4,451 | $279K |
| Red Mountain Financial, LLC | 0.34% | — | 4,449 | $279K |
| TRUE Private Wealth Advisors | 0.03% | Add +0.0% | 4,348 | $272K |
| GoalVest Advisory LLC | 0.09% | Reduce -17.4% | 4,339 | $272K |
| D.A. Davidson & Co. | 0.00% | Add +39.1% | 4,328 | $271K |
| Van Cleef Asset Management,Inc | 0.03% | Reduce -3.4% | 4,280 | $268K |
| Perigon Wealth Management, LLC | 0.01% | New | 4,198 | $263K |
| PFG Advisors | 0.02% | Reduce -8.4% | 4,184 | $262K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +272.0% | 4,092 | $256K |
| Essex Financial Services, Inc. | 0.02% | Add +24.4% | 4,024 | $255K |
| Firestone Capital Management | 0.07% | No change | 4,000 | $250K |
| DT Investment Partners, LLC | 0.02% | Reduce -3.6% | 3,708 | $232K |
| Bank of New York Mellon Corp | 0.00% | Add +0.1% | 3,705 | $232K |
| International Assets Investment Management, LLC | 0.02% | No change | 3,545 | $222K |
| O'Connor Financial Group LLC | 0.13% | Add +11.4% | 3,517 | $220K |
| TD Private Client Wealth LLC | 0.01% | Add +112.7% | 3,272 | $205K |
| SC&H Financial Advisors, Inc. | 0.05% | New | 3,267 | $205K |
| Wells Fargo & Company | 0.00% | Reduce -8.9% | 3,193 | $200K |
| Capital Analysts, LLC | 0.01% | Reduce -21.6% | 2,767 | $173K |
| Carmichael Hill & Associates, Inc. | 0.06% | Add +8.1% | 2,369 | $148K |
| 1620 Investment Advisors, Inc. | 0.11% | New | 2,338 | $146K |
| Parallel Advisors, LLC | 0.00% | Reduce -2.8% | 2,151 | $135K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.03% | No change | 1,942 | $122K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -0.1% | 1,709 | $115K |
| NewEdge Advisors, LLC | 0.00% | Reduce -55.4% | 1,568 | $98K |
| Comerica Bank | 0.00% | Reduce -22.1% | 1,561 | $98K |
| IAG Wealth Partners, LLC | 0.02% | No change | 1,425 | $89K |
| CIBC Private Wealth Group LLC | 0.00% | Add +1.3% | 962 | $60K |
| ORG Partners LLC | 0.01% | New | 754 | $47K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 607 | $38K |
| Harbour Investments, Inc. | 0.00% | Reduce -18.4% | 549 | $34K |
| Armstrong Advisory Group, Inc. | 0.00% | Reduce -2.4% | 495 | $31K |
| Spire Wealth Management | 0.00% | Add +0.2% | 451 | $28K |
| NorthRock Partners, LLC | 0.00% | New | 417 | $26K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 400 | $25K |
| IFP Advisors, Inc | 0.00% | No change | 369 | $23K |
| Twin Lakes Capital Management, LLC | 0.01% | No change | 334 | $21K |
| Eagle Bay Advisors LLC | 0.01% | Reduce -49.0% | 292 | $18K |
| Allworth Financial LP | 0.00% | New | 235 | $15K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 232 | $15K |
| Global Wealth Strategies & Associates | 0.00% | Reduce -68.5% | 207 | $13K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 200 | $13K |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 164 | $10K |
| Ancora Advisors LLC | 0.00% | New | 125 | $8K |
| M&R Capital Management Inc. | 0.00% | No change | 100 | $6K |
| Highline Wealth Partners LLC | 0.00% | No change | 75 | $5K |
| Principal Securities, Inc. | 0.00% | No change | 25 | $2K |
"% of holder's portfolio" is SMMD's weight in each manager's 13F, not the share of iShares Russell 2500 ETF the manager owns.