iShares Russell 2500 ETFSMMDETF
13F holders, Q4 2024 (December 31)198holders +24
28new positions
10sold out
2famous investors
$67.87avg. 13F price*
At the end of Q4 2024, 198 institutions reported holding iShares Russell 2500 ETF (SMMD) in their 13F filings, up 24 from Q3 2024. 28 opened new positions and 10 sold out. The largest holders were Glenmede Trust Co. NA ($118.9M), Coldstream Capital Management Inc. ($108.0M) and Fort Washington Investment Advisors Inc. ($92.8M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- iShares Russell 2500 ETF
- CUSIP
- 46435G268
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $16.2M |
| Exits | 10 | $4.5M |
All 13F filers, Q3 2024 → Q4 2024: 4,525,916 shares bought and 234,864 shares sold, net +4,291,052 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 198 holders
| Glenmede Trust Co. NA | 0.61% | Add +427.7% | 1,748,650 | $118.9M |
| Coldstream Capital Management Inc. | 2.30% | Add +54.2% | 1,587,780 | $108.0M |
| Fort Washington Investment Advisors Inc. | 0.55% | Add +45.7% | 1,363,980 | $92.8M |
| FMR LLC | 0.00% | Add +21.6% | 872,338 | $59.3M |
| Envestnet Asset Management Inc. | 0.02% | Add +41.3% | 765,409 | $52.0M |
| Bank of America Corp. | 0.00% | Add +48.8% | 688,304 | $46.8M |
| Cresset Asset Management, LLC | 0.21% | Add +6.2% | 635,524 | $43.2M |
| Fifth Third Bancorp | 0.14% | Reduce -1.3% | 555,258 | $37.8M |
| Kestra Investment Management, LLC | 1.47% | Add +66.5% | 549,769 | $37.4M |
| Wealthspire Advisors, LLC | 0.32% | Add +10.0% | 469,382 | $31.9M |
| CENTRAL TRUST Co | 0.74% | Add +34.6% | 446,550 | $30.4M |
| Truist Financial Corp. | 0.04% | Add +25.1% | 360,819 | $24.5M |
| US Bancorp \de | 0.03% | Add +11.2% | 352,928 | $24.0M |
| World Investment Advisors | 0.64% | Reduce -0.5% | 345,181 | $23.5M |
| Brio Consultants, LLC | 3.52% | Reduce -0.5% | 330,785 | $22.5M |
| Kendall Capital Management | 5.83% | Add +64.9% | 292,799 | $19.9M |
| CMH Wealth Management LLC | 4.03% | Add +0.5% | 258,881 | $17.6M |
| UBS Group AG | 0.00% | Add +31.7% | 248,002 | $16.9M |
| Focus Partners Wealth | 0.04% | Add +3.1% | 222,853 | $15.2M |
| Blair William & Co. | 0.04% | Add +174.5% | 222,745 | $15.1M |
| NorthCoast Asset Management LLC | 0.07% | Add +4.6% | 208,853 | $14.2M |
| Heritage Family Offices, LLP | 6.47% | Add +0.7% | 190,565 | $13.0M |
| HighTower Advisors, LLC | 0.02% | Add +24.5% | 170,824 | $11.6M |
| Raymond James Financial Inc. | 0.00% | — | 165,707 | $11.3M |
| Berger Financial Group, Inc | 0.77% | Add +3.0% | 163,831 | $11.1M |
| Orion Porfolio Solutions, LLC | 0.10% | Add +13.5% | 150,839 | $10.3M |
| Orion Portfolio Solutions, LLC | 0.10% | Add +13.5% | 150,839 | $10.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +11.3% | 144,461 | $9.8M |
| LPL Financial LLC | 0.00% | Reduce -2.1% | 139,469 | $9.5M |
| CWA Asset Management Group, LLC | 0.47% | Add +5.2% | 138,095 | $9.4M |
| City National Bank of Florida | 7.57% | — | 122,036 | $8.3M |
| Simplicity Wealth,LLC | 1.68% | Add +3.4% | 118,675 | $8.1M |
| Congress Asset Management Co. | 0.04% | Add +172.6% | 96,385 | $6.6M |
| Wealthcare Advisory Partners LLC | 0.16% | Add +53.9% | 83,939 | $5.7M |
| OneDigital Investment Advisors LLC | 0.06% | Add +121.5% | 81,675 | $5.6M |
| Osaic Holdings, Inc. | 0.01% | Add +1.3% | 79,012 | $5.4M |
| Palisade Capital Management, LP | 0.16% | New | 76,432 | $5.2M |
| Rockefeller Capital Management L.P. | 0.01% | Add +1.9% | 75,713 | $5.1M |
| James J. Burns & Company, LLC | 0.84% | Reduce -0.4% | 71,434 | $4.9M |
| Benchmark Financial Wealth Advisors, LLC | 1.55% | Add +7.4% | 71,168 | $4.8M |
| Mariner, LLC | 0.01% | Add +61.1% | 62,861 | $4.3M |
| Trek Financial, LLC | 0.30% | Reduce -5.6% | 59,542 | $4.0M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -2.0% | 54,201 | $3.7M |
| SigFig Wealth Management, LLC | 0.13% | Add +43.8% | 52,138 | $3.5M |
| Royal Bank of Canada | 0.00% | Reduce -27.7% | 52,050 | $3.5M |
| Morgan Stanley | 0.00% | Add +15.5% | 50,489 | $3.4M |
| Catalyst Financial Partners LLC | 0.64% | Add +14.1% | 50,167 | $3.4M |
| Rossby Financial, LCC | 2.12% | — | 49,094 | $3.3M |
| Ameriprise Financial Inc. | 0.00% | Add +74.9% | 44,255 | $3.0M |
| Smartleaf Asset Management LLC | 0.28% | Reduce -4.7% | 40,143 | $2.7M |
| Baird Financial Group, Inc. | 0.01% | No change | 38,085 | $2.6M |
| Advisory Resource Group | 0.52% | Reduce -1.1% | 35,921 | $2.4M |
| JPMorgan Chase & Co. | 0.00% | Add +209.1% | 34,637 | $2.4M |
| CX Institutional | 0.09% | Add +15.4% | 33,454 | $2.3M |
| Raffa Wealth Management, LLC | 0.51% | Reduce -0.4% | 32,085 | $2.2M |
| MML Investors Services, LLC | 0.01% | Add +4.4% | 30,980 | $2.1M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -7.0% | 28,389 | $1.9M |
| Johnson Investment Counsel Inc. | 0.02% | Add +51.8% | 27,651 | $1.9M |
| Ulland Investment Advisors, LLC | 1.26% | Add +0.9% | 26,795 | $1.8M |
| Citigroup Inc. | 0.00% | Add +14.6% | 26,571 | $1.8M |
| Citadel Advisors | 0.00% | Add +39.1% | 25,536 | $1.7M |
| Andina Capital Management, LLC | 1.40% | Add +54.3% | 25,275 | $1.7M |
| CW Advisors, LLC | 0.02% | New | 24,399 | $1.7M |
| MIdWestOne Financial Group, Inc. | 0.23% | Add +16.3% | 24,342 | $1.7M |
| Quadrant Capital Group LLC | 0.11% | No change | 23,322 | $1.6M |
| Klingenstein Fields & Co. LP | 0.06% | No change | 22,700 | $1.5M |
| Corient Private Wealth LP | 0.00% | Add +1.2% | 23,711 | $1.4M |
| HF Advisory Group, LLC | 0.57% | Add +5.3% | 18,276 | $1.2M |
| Goldman Sachs Group Inc. | 0.00% | New | 18,152 | $1.2M |
| Charter Oak Capital Management, LLC | 0.11% | Reduce -4.6% | 18,142 | $1.2M |
| Canopy Partners, LLC | 0.47% | New | 18,123 | $1.2M |
| GC Wealth Management RIA, LLC | 0.22% | Reduce -10.3% | 18,110 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +10.5% | 17,823 | $1.2M |
| Northern Trust Corp. | 0.00% | New | 17,697 | $1.2M |
| Cetera Investment Advisers | 0.00% | Reduce -3.3% | 17,155 | $1.2M |
| Strong Tower Advisory Services | 0.28% | Reduce -21.6% | 15,948 | $1.1M |
| TFR Capital, LLC. | 0.49% | — | 14,491 | $985K |
| RFG Advisory, LLC | 0.03% | Reduce -0.1% | 14,366 | $977K |
| USAdvisors Wealth Management, LLC | 0.31% | Reduce -3.8% | 13,870 | $943K |
| Cary Street Partners Financial LLC | 0.03% | — | 13,575 | $923K |
| Cwm, LLC | 0.00% | Add +3.9% | 13,152 | $894K |
| Advyzon Investment Management, LLC | 0.34% | — | 13,117 | $892K |
| Creative Planning | 0.00% | Add +4.1% | 12,943 | $880K |
| Cornerstone Financial Group, LLC | 0.85% | — | 12,619 | $858K |
| Apollon Wealth Management, LLC | 0.02% | Add +0.9% | 12,530 | $852K |
| Sierra Summit Advisors LLC | 0.16% | New | 11,901 | $809K |
| D. E. Shaw & Co. | 0.00% | Reduce -38.1% | 11,853 | $806K |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -34.2% | 11,818 | $804K |
| Fifth Third Wealth Advisors LLC | 0.04% | Add +66.6% | 11,591 | $788K |
| L.K. Benson & Company, P.C. | 0.56% | — | 11,586 | $788K |
| Certuity, LLC | 0.08% | Add +0.4% | 11,175 | $760K |
| Captrust Financial Advisors | 0.00% | Reduce -8.6% | 10,635 | $723K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -64.7% | 10,562 | $718K |
| SevenBridge Financial Group, LLC | 0.13% | No change | 9,973 | $696K |
| Flputnam Investment Management Co. | 0.01% | Reduce -20.2% | 10,221 | $695K |
| Savant Capital, LLC | 0.01% | Reduce -0.0% | 10,116 | $688K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +45.9% | 10,110 | $688K |
| Bremer Bank National Association | 0.12% | No change | 8,977 | $610K |
| Susquehanna International Group, LLP | 0.00% | Reduce -83.8% | 8,713 | $592K |
| Pure Financial Advisors, LLC | 0.01% | Add +4.2% | 8,449 | $575K |
| Atria Investments, Inc | 0.01% | New | 8,344 | $567K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +99.2% | 8,292 | $564K |
| Whittier Trust Co. | 0.01% | Add +0.1% | 8,057 | $548K |
| Cerity Partners LLC | 0.00% | Add +1.5% | 7,982 | $543K |
| Lakeridge Wealth Management LLC | 0.28% | Add +7.3% | 7,918 | $538K |
| Legacy Advisory Services, LLC | 0.46% | Reduce -6.6% | 7,900 | $537K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -73.7% | 7,531 | $512K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 7,491 | $509K |
| Aptus Capital Advisors, LLC | 0.01% | New | 7,414 | $504K |
| Private Advisor Group, LLC | 0.00% | Reduce -40.2% | 7,144 | $486K |
| Two Sigma Securities, LLC | 0.09% | New | 7,084 | $482K |
| Little House Capital LLC | 0.13% | Reduce -1.4% | 6,914 | $470K |
| Integrated Advisors Network LLC | 0.02% | Reduce -17.0% | 6,894 | $469K |
| OneAscent Wealth Management LLC | 0.19% | No change | 6,847 | $466K |
| Means Investment Co., Inc. | 0.05% | Add +0.3% | 6,810 | $463K |
| One Capital Management, LLC | 0.02% | Reduce -6.2% | 6,761 | $460K |
| Treynor Bancshares, Inc. | 0.48% | Add +28.7% | 6,746 | $459K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -0.6% | 6,684 | $455K |
| Legacy Trust | 0.10% | No change | 6,540 | $445K |
| Regions Financial Corp. | 0.00% | New | 6,127 | $417K |
| Capital Analysts, LLC | 0.02% | Add +36.9% | 6,124 | $416K |
| Bridges Investment Management Inc. | 0.01% | New | 5,860 | $398K |
| Chicago Capital, LLC | 0.01% | New | 5,699 | $388K |
| Mayfair Advisory Group, LLC | 0.22% | Add +13.5% | 5,606 | $381K |
| SC&H Financial Advisors, Inc. | 0.08% | Add +15.6% | 5,590 | $380K |
| Jane Street Group, LLC | 0.00% | Reduce -43.1% | 5,547 | $377K |
| Sepio Capital, LP | 0.03% | No change | 5,065 | $344K |
| Mayflower Financial Advisors, LLC | 0.05% | Reduce -12.9% | 5,003 | $340K |
| Financial Management Network Inc. | 0.07% | Add +14.3% | 4,920 | $339K |
| Altman Advisors, Inc. | 0.14% | Add +364.8% | 22,566 | $336K |
| Compound Planning, Inc. | 0.02% | Add +21.3% | 4,714 | $321K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +21.8% | 4,714 | $321K |
| Red Mountain Financial, LLC | 0.34% | Add +3.9% | 4,670 | $318K |
| Sanctuary Advisors, LLC | 0.00% | Add +0.5% | 4,457 | $316K |
| Diversify Wealth Management, LLC | 0.02% | New | 4,570 | $307K |
| D.A. Davidson & Co. | 0.00% | Reduce -1.3% | 4,496 | $306K |
| Pinion Investment Advisors, LLC | 0.12% | No change | 4,339 | $295K |
| GoalVest Advisory LLC | 0.08% | No change | 4,339 | $295K |
| Wetzel Investment Advisors, Inc. | 0.15% | Add +9.1% | 4,323 | $294K |
| TRUE Private Wealth Advisors | 0.04% | Reduce -0.7% | 4,317 | $294K |
| Perigon Wealth Management, LLC | 0.01% | Add +0.1% | 4,146 | $289K |
| Van Cleef Asset Management,Inc | 0.03% | Reduce -1.6% | 4,210 | $286K |
| Mather Group, Llc. | 0.00% | No change | 4,067 | $277K |
| Firestone Capital Management | 0.07% | No change | 4,000 | $272K |
| Insigneo Advisory Services, LLC | 0.03% | New | 4,000 | $272K |
| Essex Financial Services, Inc. | 0.02% | No change | 3,944 | $268K |
| Citizens Financial Group Inc. | 0.01% | No change | 3,753 | $255K |
| 1620 Investment Advisors, Inc. | 0.20% | Add +53.6% | 3,727 | $253K |
| O'Connor Financial Group LLC | 0.13% | Add +6.7% | 3,705 | $252K |
| Dimension Capital Management LLC | 0.04% | New | 3,665 | $249K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | New | 3,538 | $241K |
| DT Investment Partners, LLC | 0.02% | Add +2.0% | 3,531 | $240K |
| Equitable Holdings, Inc. | 0.00% | Add +0.9% | 3,429 | $233K |
| Bank of New York Mellon Corp | 0.00% | Add +2.7% | 3,392 | $231K |
| Lindbrook Capital, LLC | 0.02% | No change | 3,345 | $227K |
| Ritholtz Wealth Management | 0.01% | New | 3,323 | $226K |
| Sfmg, LLC | 0.02% | Add +6.0% | 3,305 | $225K |
| Wells Fargo & Company | 0.00% | Reduce -17.9% | 3,292 | $224K |
| Thrivent Financial for Lutherans | 0.00% | New | 2,826 | $207K |
| First National Advisers, LLC | 0.03% | No change | 3,043 | $207K |
| First Heartland Consultants, Inc. | 0.02% | Add +1.6% | 3,013 | $205K |
| First Nebraska Trust Co | 0.02% | No change | 2,986 | $203K |
| NTV Asset Management LLC | 0.03% | New | 2,975 | $202K |
| Parallel Advisors, LLC | 0.00% | Add +36.7% | 2,940 | $200K |
| TD Private Client Wealth LLC | 0.01% | Reduce -17.9% | 2,685 | $183K |
| MAI Capital Management | 0.00% | New | 2,339 | $159K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.04% | No change | 1,942 | $132K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +0.3% | 1,719 | $117K |
| NewEdge Advisors, LLC | 0.00% | Add +0.5% | 1,580 | $107K |
| Comerica Bank | 0.00% | Add +1.2% | 1,519 | $103K |
| IAG Wealth Partners, LLC | 0.02% | No change | 1,425 | $97K |
| Cornerstone Planning Group LLC | 0.02% | New | 1,210 | $85K |
| Bank of Montreal | 0.00% | No change | 1,225 | $83K |
| ORG Partners LLC | 0.01% | Add +39.3% | 1,050 | $71K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 950 | $65K |
| Harbour Investments, Inc. | 0.00% | Add +0.4% | 552 | $38K |
| Private Trust Co. NA | 0.00% | New | 499 | $34K |
| Transcendent Capital Group LLC | 0.02% | Add +396.0% | 496 | $34K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +23.5% | 494 | $34K |
| National Bank of Canada | 0.00% | New | 464 | $32K |
| Eagle Bay Advisors LLC | 0.02% | New | 440 | $30K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 354 | $24K |
| Measured Risk Portfolios, Inc. | 0.03% | — | 340 | $23K |
| Twin Lakes Capital Management, LLC | 0.01% | No change | 334 | $23K |
| Jones Financial Companies LLLP | 0.00% | New | 253 | $17K |
| IFP Advisors, Inc | 0.00% | Reduce -34.7% | 241 | $16K |
| Global Wealth Strategies & Associates | 0.00% | No change | 207 | $14K |
| Hurley Capital, LLC | 0.01% | — | 184 | $13K |
| Single Point Partners, LLC | 0.00% | Add +20.9% | 12,443 | $12K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 165 | $11K |
| Spire Wealth Management | 0.00% | Add +0.7% | 152 | $10K |
| Ancora Advisors LLC | 0.00% | No change | 125 | $9K |
| Ameriflex Group, Inc. | 0.00% | — | 89 | $6K |
| Blue Trust, Inc. | 0.00% | New | 81 | $6K |
| Global Retirement Partners, LLC | 0.00% | New | 72 | $5K |
| Geneos Wealth Management Inc. | 0.00% | No change | 31 | $2K |
| Principal Securities, Inc. | 0.00% | No change | 25 | $2K |
| AE Wealth Management LLC | 0.00% | New | 3 | $204 |
"% of holder's portfolio" is SMMD's weight in each manager's 13F, not the share of iShares Russell 2500 ETF the manager owns.