iShares Russell 2500 ETFSMMDETF
13F holders, Q3 2024 (September 30)174holders +9
22new positions
13sold out
2famous investors
$67.68avg. 13F price*
At the end of Q3 2024, 174 institutions reported holding iShares Russell 2500 ETF (SMMD) in their 13F filings, up 9 from Q2 2024. 22 opened new positions and 13 sold out. The largest holders were Coldstream Capital Management Inc. ($69.7M), Fort Washington Investment Advisors Inc. ($63.4M) and FMR LLC ($48.6M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $11.0M |
| Exits | 13 | $11.4M |
All 13F filers, Q2 2024 → Q3 2024: 1,493,311 shares bought and 1,126,758 shares sold, net +366,553 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 174 holders
| Coldstream Capital Management Inc. | 1.51% | Reduce -23.4% | 1,029,408 | $69.7M |
| Fort Washington Investment Advisors Inc. | 0.39% | Add +92.6% | 936,200 | $63.4M |
| FMR LLC | 0.00% | Add +41.5% | 717,116 | $48.6M |
| Cresset Asset Management, LLC | 0.16% | Add +3.7% | 598,590 | $40.5M |
| Fifth Third Bancorp | 0.14% | Reduce -0.2% | 562,560 | $38.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +4.0% | 541,529 | $36.7M |
| Bank of America Corp. | 0.00% | Add +15.3% | 462,586 | $31.3M |
| Wealthspire Advisors, LLC | 0.29% | Add +7.0% | 426,813 | $28.9M |
| World Investment Advisors | 0.74% | Reduce -1.5% | 346,924 | $23.5M |
| Brio Consultants, LLC | 3.58% | Reduce -0.4% | 332,328 | $22.5M |
| CENTRAL TRUST Co | 0.53% | Add +14.8% | 331,646 | $22.5M |
| Glenmede Trust Co. NA | 0.11% | Add +43.5% | 331,389 | $22.4M |
| Kestra Investment Management, LLC | 0.96% | Add +13.1% | 330,255 | $22.4M |
| US Bancorp \de | 0.03% | Reduce -0.7% | 317,374 | $21.5M |
| Truist Financial Corp. | 0.03% | Add +1.4% | 288,501 | $19.5M |
| CMH Wealth Management LLC | 4.11% | Reduce -0.7% | 257,712 | $17.5M |
| Focus Partners Wealth | 0.05% | Reduce -4.1% | 216,055 | $14.6M |
| NorthCoast Asset Management LLC | 0.10% | Add +6.7% | 199,652 | $13.5M |
| Heritage Family Offices, LLP | 6.62% | Reduce -2.3% | 189,202 | $12.8M |
| UBS Group AG | 0.00% | Add +5.8% | 188,363 | $12.8M |
| Kendall Capital Management | 3.71% | Add +5.7% | 177,555 | $12.0M |
| Berger Financial Group, Inc | 0.78% | Add +5.5% | 159,055 | $10.8M |
| LPL Financial LLC | 0.00% | Reduce -32.5% | 142,500 | $9.7M |
| HighTower Advisors, LLC | 0.01% | Add +2.9% | 137,168 | $9.3M |
| Orion Porfolio Solutions, LLC | 0.09% | Reduce -7.3% | 132,934 | $9.0M |
| Orion Portfolio Solutions, LLC | 0.09% | Reduce -7.3% | 132,934 | $9.0M |
| CWA Asset Management Group, LLC | 0.47% | — | 131,279 | $8.9M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -1.1% | 129,811 | $8.8M |
| Simplicity Wealth,LLC | 0.72% | Add +365.9% | 114,791 | $7.8M |
| Raymond James & Associates | 0.00% | Add +119.3% | 105,781 | $7.2M |
| Blair William & Co. | 0.02% | Add +88.2% | 81,154 | $5.5M |
| Osaic Holdings, Inc. | 0.01% | Reduce -19.5% | 78,030 | $5.3M |
| Rockefeller Capital Management L.P. | 0.01% | Add +0.7% | 74,278 | $5.0M |
| Royal Bank of Canada | 0.00% | Reduce -43.1% | 71,976 | $4.9M |
| James J. Burns & Company, LLC | 0.88% | Add +3.1% | 71,747 | $4.9M |
| Benchmark Financial Wealth Advisors, LLC | 1.50% | Add +9.0% | 66,280 | $4.5M |
| Trek Financial, LLC | 0.32% | Reduce -3.9% | 63,085 | $4.3M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -3.0% | 55,336 | $3.7M |
| Wealthcare Advisory Partners LLC | 0.11% | New | 54,526 | $3.7M |
| Susquehanna International Group, LLP | 0.01% | Reduce -7.1% | 53,739 | $3.6M |
| Catalyst Financial Partners LLC | 0.58% | Add +36.8% | 43,974 | $3.0M |
| Morgan Stanley | 0.00% | Add +13.3% | 43,720 | $3.0M |
| Smartleaf Asset Management LLC | 0.35% | Reduce -7.2% | 42,136 | $2.9M |
| Mariner, LLC | 0.00% | Add +1.2% | 39,014 | $2.6M |
| Baird Financial Group, Inc. | 0.01% | Add +0.5% | 38,085 | $2.6M |
| OneDigital Investment Advisors LLC | 0.03% | Add +52.1% | 36,882 | $2.5M |
| Advisory Resource Group | 0.53% | Reduce -85.3% | 36,321 | $2.5M |
| SigFig Wealth Management, LLC | 0.09% | Add +55.0% | 36,256 | $2.5M |
| Congress Asset Management Co. | 0.02% | Reduce -29.6% | 35,363 | $2.4M |
| Raffa Wealth Management, LLC | 0.53% | Add +0.4% | 32,211 | $2.2M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +66.7% | 31,292 | $2.1M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -22.6% | 30,522 | $2.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +54.7% | 29,945 | $2.0M |
| MML Investors Services, LLC | 0.01% | Reduce -0.5% | 29,673 | $2.0M |
| CX Institutional | 0.09% | Add +20.4% | 28,980 | $2.0M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -12.9% | 28,578 | $1.9M |
| Ulland Investment Advisors, LLC | 1.34% | Reduce -4.4% | 26,550 | $1.8M |
| Old Mission Capital LLC | 0.04% | New | 25,651 | $1.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -4.2% | 25,304 | $1.7M |
| Corient Private Wealth LP | 0.00% | Reduce -10.7% | 23,436 | $1.6M |
| Quadrant Capital Group LLC | 0.11% | No change | 23,322 | $1.6M |
| Citigroup Inc. | 0.00% | Add +29.6% | 23,178 | $1.6M |
| Klingenstein Fields & Co. LP | 0.06% | No change | 22,700 | $1.5M |
| MIdWestOne Financial Group, Inc. | 0.20% | New | 20,933 | $1.4M |
| Strong Tower Advisory Services | 0.38% | Add +7.9% | 20,345 | $1.4M |
| GC Wealth Management RIA, LLC | 0.24% | Reduce -0.4% | 20,179 | $1.4M |
| D. E. Shaw & Co. | 0.00% | Add +5.7% | 19,139 | $1.3M |
| Charter Oak Capital Management, LLC | 0.12% | Reduce -4.8% | 19,024 | $1.3M |
| Citadel Advisors | 0.00% | Add +140.7% | 18,363 | $1.2M |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -15.0% | 18,216 | $1.2M |
| Tower Research Capital LLC (TRC) | 0.03% | Reduce -56.4% | 17,955 | $1.2M |
| Cetera Investment Advisers | 0.00% | Reduce -3.2% | 17,740 | $1.2M |
| HF Advisory Group, LLC | 0.55% | Add +2.5% | 17,351 | $1.2M |
| Andina Capital Management, LLC | 0.84% | Add +1.0% | 16,383 | $1.1M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -73.8% | 16,133 | $1.1M |
| Cary Street Partners Investment Advisory LLC | 0.04% | Add +1.7% | 14,962 | $1.0M |
| USAdvisors Wealth Management, LLC | 0.34% | Reduce -0.5% | 14,419 | $976K |
| RFG Advisory, LLC | 0.03% | Reduce -10.6% | 14,386 | $974K |
| Flputnam Investment Management Co. | 0.02% | Add +5.4% | 12,812 | $868K |
| Cwm, LLC | 0.00% | Add +1.0% | 12,660 | $857K |
| Creative Planning | 0.00% | Reduce -1.9% | 12,433 | $842K |
| Apollon Wealth Management, LLC | 0.02% | No change | 12,420 | $841K |
| Private Advisor Group, LLC | 0.01% | Add +0.2% | 11,946 | $809K |
| Captrust Financial Advisors | 0.00% | Reduce -81.6% | 11,633 | $788K |
| JPMorgan Chase & Co. | 0.00% | Add +55.5% | 11,206 | $759K |
| Certuity, LLC | 0.08% | Add +0.3% | 11,132 | $754K |
| SevenBridge Financial Group, LLC | 0.14% | Add +8.3% | 9,973 | $729K |
| Savant Capital, LLC | 0.01% | Reduce -2.1% | 10,118 | $685K |
| Moran Wealth Management, LLC | 0.02% | New | 10,039 | $680K |
| Jane Street Group, LLC | 0.00% | Reduce -78.7% | 9,753 | $661K |
| Bremer Bank National Association | 0.11% | No change | 8,977 | $608K |
| Legacy Advisory Services, LLC | 0.49% | Reduce -2.5% | 8,457 | $573K |
| Integrated Advisors Network LLC | 0.03% | No change | 8,309 | $563K |
| Pure Financial Advisors, LLC | 0.01% | Add +17.3% | 8,112 | $549K |
| Whittier Trust Co. | 0.01% | Add +0.8% | 8,047 | $545K |
| Cerity Partners LLC | 0.00% | Reduce -19.2% | 7,866 | $533K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 7,491 | $507K |
| Lakeridge Wealth Management LLC | 0.27% | Add +0.7% | 7,377 | $500K |
| One Capital Management, LLC | 0.02% | Add +0.1% | 7,207 | $488K |
| Little House Capital LLC | 0.14% | Add +2.0% | 7,011 | $475K |
| Fifth Third Wealth Advisors LLC | 0.03% | New | 6,957 | $471K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +69.3% | 6,930 | $469K |
| OneAscent Wealth Management LLC | 0.18% | No change | 6,847 | $464K |
| Means Investment Co., Inc. | 0.05% | Add +0.2% | 6,792 | $460K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -0.5% | 6,723 | $455K |
| Legacy Trust | 0.10% | Reduce -1.6% | 6,540 | $443K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -28.9% | 5,806 | $395K |
| Mayflower Financial Advisors, LLC | 0.06% | Reduce -25.2% | 5,744 | $389K |
| Treynor Bancshares, Inc. | 0.36% | Reduce -24.8% | 5,240 | $355K |
| Sepio Capital, LP | 0.03% | No change | 5,065 | $343K |
| Mayfair Advisory Group, LLC | 0.21% | Add +4.1% | 4,939 | $333K |
| Altman Advisors, Inc. | 0.15% | New | 4,855 | $329K |
| SC&H Financial Advisors, Inc. | 0.07% | Add +48.0% | 4,834 | $327K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -9.6% | 4,435 | $324K |
| D.A. Davidson & Co. | 0.00% | Add +5.2% | 4,553 | $308K |
| Red Mountain Financial, LLC | 0.32% | Add +1.1% | 4,496 | $305K |
| Capital Analysts, LLC | 0.01% | Add +61.7% | 4,475 | $303K |
| TRUE Private Wealth Advisors | 0.04% | No change | 4,348 | $295K |
| Pinion Investment Advisors, LLC | 0.12% | Reduce -21.2% | 4,339 | $294K |
| GoalVest Advisory LLC | 0.08% | No change | 4,339 | $294K |
| Financial Management Network Inc. | 0.06% | New | 4,303 | $291K |
| Van Cleef Asset Management,Inc | 0.03% | No change | 4,280 | $290K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -20.2% | 4,162 | $282K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -1.4% | 4,140 | $280K |
| Mather Group, Llc. | 0.00% | Reduce -63.8% | 4,067 | $275K |
| Wells Fargo & Company | 0.00% | Add +25.6% | 4,009 | $272K |
| Firestone Capital Management | 0.07% | No change | 4,000 | $271K |
| Wetzel Investment Advisors, Inc. | 0.14% | New | 3,962 | $268K |
| Essex Financial Services, Inc. | 0.02% | Reduce -2.0% | 3,944 | $268K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -23.2% | 3,869 | $265K |
| Compound Planning, Inc. | 0.02% | Reduce -12.7% | 3,887 | $263K |
| Citizens Financial Group Inc. | 0.01% | New | 3,753 | $254K |
| Pitcairn Co. | 0.01% | New | 3,600 | $244K |
| O'Connor Financial Group LLC | 0.12% | Reduce -1.3% | 3,472 | $235K |
| DT Investment Partners, LLC | 0.02% | Reduce -6.7% | 3,460 | $234K |
| Equitable Holdings, Inc. | 0.00% | New | 3,397 | $230K |
| Lindbrook Capital, LLC | 0.02% | New | 3,345 | $227K |
| Bank of New York Mellon Corp | 0.00% | Reduce -10.8% | 3,304 | $224K |
| TD Private Client Wealth LLC | 0.01% | No change | 3,272 | $222K |
| Sfmg, LLC | 0.02% | New | 3,119 | $211K |
| PFG Advisors | 0.01% | Reduce -25.5% | 3,118 | $211K |
| First National Advisers, LLC | 0.03% | New | 3,043 | $206K |
| First Nebraska Trust Co | 0.02% | New | 2,986 | $202K |
| First Heartland Consultants, Inc. | 0.02% | New | 2,967 | $201K |
| IHT Wealth Management, LLC | 0.01% | New | 2,973 | $200K |
| 1620 Investment Advisors, Inc. | 0.12% | Add +3.8% | 2,427 | $164K |
| Carmichael Hill & Associates, Inc. | 0.06% | Reduce -0.3% | 2,361 | $160K |
| Parallel Advisors, LLC | 0.00% | No change | 2,151 | $146K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.04% | No change | 1,942 | $132K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +0.3% | 1,714 | $116K |
| NewEdge Advisors, LLC | 0.00% | Add +0.3% | 1,573 | $107K |
| Comerica Bank | 0.00% | Reduce -3.8% | 1,501 | $102K |
| IAG Wealth Partners, LLC | 0.02% | No change | 1,425 | $97K |
| Bank of Montreal | 0.00% | New | 1,225 | $83K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -1.3% | 950 | $64K |
| ORG Partners LLC | 0.01% | No change | 754 | $51K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 607 | $41K |
| Harbour Investments, Inc. | 0.00% | Add +0.2% | 550 | $37K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 400 | $27K |
| IFP Advisors, Inc | 0.00% | No change | 369 | $25K |
| Armstrong Advisory Group, Inc. | 0.00% | Reduce -28.5% | 354 | $24K |
| Twin Lakes Capital Management, LLC | 0.01% | No change | 334 | $23K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 232 | $16K |
| Global Wealth Strategies & Associates | 0.00% | No change | 207 | $14K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +0.6% | 165 | $11K |
| Spire Wealth Management | 0.00% | Reduce -66.5% | 151 | $10K |
| Single Point Partners, LLC | 0.02% | New | 10,290 | $10K |
| Ancora Advisors LLC | 0.00% | No change | 125 | $8K |
| Transcendent Capital Group LLC | 0.00% | New | 100 | $7K |
| M&R Capital Management Inc. | 0.00% | No change | 100 | $7K |
| Allworth Financial LP | 0.00% | Reduce -85.1% | 35 | $2K |
| Geneos Wealth Management Inc. | 0.00% | New | 31 | $2K |
| Principal Securities, Inc. | 0.00% | No change | 25 | $2K |
| Capital Investment Advisory Services, LLC | 0.00% | New | 20 | $1K |
"% of holder's portfolio" is SMMD's weight in each manager's 13F, not the share of iShares Russell 2500 ETF the manager owns.