iShares Russell 2500 ETFSMMDETF
13F holders, Q1 2025 (March 31)193holders −5
17new positions
21sold out
2famous investors
$62.43avg. 13F price*
At the end of Q1 2025, 193 institutions reported holding iShares Russell 2500 ETF (SMMD) in their 13F filings, down 5 from Q4 2024. 17 opened new positions and 21 sold out. The largest holders were Glenmede Trust Co. NA ($141.5M), Fort Washington Investment Advisors Inc. ($94.1M) and Coldstream Capital Management Inc. ($75.6M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $41.6M |
| Exits | 21 | $47.5M |
All 13F filers, Q4 2024 → Q1 2025: 2,475,932 shares bought and 2,240,442 shares sold, net +235,490 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 193 holders
| Glenmede Trust Co. NA | 0.76% | Add +29.4% | 2,262,153 | $141.5M |
| Fort Washington Investment Advisors Inc. | 0.58% | Add +10.3% | 1,504,650 | $94.1M |
| Coldstream Capital Management Inc. | 1.61% | Reduce -23.9% | 1,208,842 | $75.6M |
| Bank of America Corp. | 0.00% | Add +17.1% | 805,738 | $50.4M |
| FMR LLC | 0.00% | Reduce -13.7% | 752,963 | $47.1M |
| Cresset Asset Management, LLC | 0.22% | Add +9.1% | 693,636 | $43.4M |
| Fifth Third Bancorp | 0.13% | Reduce -1.2% | 548,480 | $34.3M |
| CENTRAL TRUST Co | 0.84% | Add +22.0% | 544,859 | $34.1M |
| Wealthspire Advisors, LLC | 0.18% | Add +2.7% | 481,972 | $30.1M |
| Focus Partners Wealth | 0.06% | Add +81.5% | 404,581 | $25.3M |
| Vestmark Advisory Solutions, Inc. | 0.57% | New | 354,819 | $22.2M |
| World Investment Advisors | 0.56% | Reduce -0.3% | 343,986 | $21.5M |
| US Bancorp \de | 0.03% | Reduce -3.6% | 340,315 | $21.3M |
| Truist Financial Corp. | 0.03% | Reduce -11.1% | 320,921 | $20.1M |
| Kendall Capital Management | 5.57% | Add +3.5% | 303,038 | $19.0M |
| UBS Group AG | 0.00% | Add +11.5% | 276,414 | $17.3M |
| CMH Wealth Management LLC | 4.05% | Reduce -0.2% | 258,417 | $16.2M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -67.1% | 251,793 | $15.7M |
| Heritage Family Offices, LLP | 7.04% | Add +15.4% | 219,999 | $13.8M |
| Blair William & Co. | 0.04% | Reduce -2.2% | 217,804 | $13.6M |
| NorthCoast Asset Management LLC | 0.07% | Add +3.8% | 216,691 | $13.6M |
| Harbor Capital Advisors, Inc. | 0.58% | New | 202,985 | $12.7M |
| Brio Consultants, LLC | 1.88% | Reduce -42.0% | 191,744 | $12.0M |
| Raymond James Financial Inc. | 0.00% | Add +11.0% | 183,982 | $11.5M |
| Congress Asset Management Co. | 0.08% | Add +83.7% | 177,071 | $11.1M |
| CWA Asset Management Group, LLC | 0.43% | Add +3.5% | 142,924 | $8.9M |
| City National Bank of Florida | 7.98% | Add +16.3% | 141,874 | $8.9M |
| Simplicity Wealth,LLC | 0.68% | Add +18.3% | 140,355 | $8.8M |
| Berger Financial Group, Inc | 0.58% | Reduce -19.2% | 132,441 | $8.3M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -8.5% | 132,164 | $8.3M |
| LPL Financial LLC | 0.00% | Reduce -5.4% | 131,999 | $8.3M |
| HighTower Advisors, LLC | 0.01% | Reduce -27.3% | 124,245 | $7.8M |
| Orion Porfolio Solutions, LLC | 0.07% | Reduce -20.1% | 120,498 | $7.5M |
| Orion Portfolio Solutions, LLC | 0.07% | Reduce -20.1% | 120,498 | $7.5M |
| Morgan Stanley | 0.00% | Add +136.2% | 119,251 | $7.5M |
| Susquehanna International Group, LLP | 0.01% | Add +1201.1% | 113,365 | $7.1M |
| Osaic Holdings, Inc. | 0.01% | Add +18.2% | 93,383 | $5.8M |
| Rossby Financial, LCC | 2.20% | Add +70.3% | 83,607 | $5.1M |
| OneDigital Investment Advisors LLC | 0.06% | Reduce -4.0% | 78,395 | $4.9M |
| Jane Street Group, LLC | 0.01% | Add +1288.2% | 77,005 | $4.8M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -2.3% | 74,005 | $4.6M |
| SigFig Wealth Management, LLC | 0.16% | Add +33.3% | 69,497 | $4.4M |
| James J. Burns & Company, LLC | 0.78% | Reduce -2.8% | 69,417 | $4.3M |
| Catalyst Financial Partners LLC | 0.74% | Add +28.1% | 64,276 | $4.0M |
| Citigroup Inc. | 0.00% | Add +141.7% | 64,228 | $4.0M |
| Wealthcare Advisory Partners LLC | 0.11% | Reduce -23.9% | 63,892 | $4.0M |
| Mariner, LLC | 0.01% | Reduce -4.3% | 60,181 | $3.8M |
| Benchmark Financial Wealth Advisors, LLC | 1.41% | Reduce -16.1% | 59,735 | $3.7M |
| Royal Bank of Canada | 0.00% | Add +12.0% | 58,273 | $3.6M |
| Janney Montgomery Scott LLC | 0.01% | Add +2.0% | 55,264 | $3.5M |
| CX Institutional | 0.12% | Add +47.1% | 49,208 | $3.1M |
| Baird Financial Group, Inc. | 0.01% | Add +18.3% | 45,054 | $2.8M |
| JPMorgan Chase & Co. | 0.00% | Add +25.4% | 43,420 | $2.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.2% | 41,495 | $2.6M |
| Smartleaf Asset Management LLC | 0.23% | Reduce -4.3% | 38,404 | $2.4M |
| MML Investors Services, LLC | 0.01% | Add +9.1% | 33,810 | $2.1M |
| Advisory Resource Group | 0.43% | Reduce -6.4% | 33,624 | $2.1M |
| Andina Capital Management, LLC | 1.43% | Add +27.4% | 32,205 | $2.0M |
| Raffa Wealth Management, LLC | 0.45% | Reduce -0.6% | 31,897 | $2.0M |
| Trek Financial, LLC | 0.13% | Reduce -51.4% | 28,963 | $1.8M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -3.1% | 27,498 | $1.7M |
| MIdWestOne Financial Group, Inc. | 0.24% | Add +11.8% | 27,226 | $1.7M |
| Curi Capital, LLC | 0.04% | New | 26,699 | $1.7M |
| Flow Traders U.S. LLC | 0.06% | New | 23,663 | $1.5M |
| Quadrant Capital Group LLC | 0.05% | No change | 23,322 | $1.5M |
| Klingenstein Fields & Co. LP | 0.06% | No change | 22,700 | $1.4M |
| Citadel Advisors | 0.00% | Reduce -14.1% | 21,933 | $1.4M |
| Ulland Investment Advisors, LLC | 1.10% | Reduce -24.8% | 20,160 | $1.3M |
| Cetera Investment Advisers | 0.00% | Add +17.3% | 20,120 | $1.3M |
| HF Advisory Group, LLC | 0.52% | Add +4.8% | 19,151 | $1.2M |
| Tower Research Capital LLC (TRC) | 0.04% | Add +61.9% | 19,128 | $1.2M |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -32.1% | 18,776 | $1.2M |
| GC Wealth Management RIA, LLC | 0.20% | Reduce -1.6% | 17,812 | $1.1M |
| CW Advisors, LLC | 0.01% | Reduce -27.7% | 17,641 | $1.1M |
| Northern Trust Corp. | 0.00% | Reduce -0.9% | 17,538 | $1.1M |
| Cornerstone Financial Group, LLC | 0.95% | Add +27.8% | 16,124 | $1.1M |
| TFR Capital, LLC. | 0.42% | Add +11.5% | 16,161 | $1.0M |
| Charter Oak Capital Management, LLC | 0.09% | Reduce -10.9% | 16,156 | $1.0M |
| Corient Private Wealth LP | 0.00% | Reduce -32.5% | 16,017 | $1.0M |
| HRT Financial LP | 0.01% | New | 15,323 | $958K |
| Canopy Partners, LLC | 0.37% | Reduce -15.5% | 15,308 | $957K |
| Creative Planning | 0.00% | Add +17.3% | 15,182 | $949K |
| Fifth Third Wealth Advisors LLC | 0.05% | Add +28.5% | 14,895 | $932K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -19.2% | 14,407 | $901K |
| Retirement Planning Group, LLC | 0.04% | New | 13,586 | $850K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +33.0% | 13,447 | $841K |
| RFG Advisory, LLC | 0.02% | Reduce -6.9% | 13,372 | $836K |
| Cwm, LLC | 0.00% | Reduce -0.2% | 13,122 | $821K |
| Apollon Wealth Management, LLC | 0.02% | No change | 12,530 | $784K |
| Flputnam Investment Management Co. | 0.01% | Add +20.6% | 12,329 | $771K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -33.7% | 12,042 | $753K |
| Cary Street Partners Financial LLC | 0.02% | Reduce -11.3% | 12,035 | $753K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +12.9% | 11,927 | $746K |
| D. E. Shaw & Co. | 0.00% | No change | 11,853 | $742K |
| L.K. Benson & Company, P.C. | 0.50% | Add +0.4% | 11,637 | $728K |
| USAdvisors Wealth Management, LLC | 0.25% | Reduce -17.8% | 11,407 | $713K |
| Pure Financial Advisors, LLC | 0.01% | Add +34.1% | 11,328 | $708K |
| Captrust Financial Advisors | 0.00% | Add +6.2% | 11,297 | $707K |
| Certuity, LLC | 0.07% | Reduce -1.2% | 11,042 | $691K |
| Savant Capital, LLC | 0.01% | Reduce -0.0% | 10,115 | $633K |
| Whittier Trust Co. | 0.01% | Add +24.8% | 10,056 | $629K |
| Strong Tower Advisory Services | 0.15% | Reduce -31.3% | 10,954 | $614K |
| Aptus Capital Advisors, LLC | 0.01% | Add +24.7% | 9,248 | $578K |
| Two Sigma Securities, LLC | 0.09% | Add +27.1% | 9,001 | $563K |
| Bremer Bank National Association | 0.10% | No change | 8,977 | $561K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +85.3% | 8,735 | $546K |
| Sierra Summit Advisors LLC | 0.11% | Reduce -29.9% | 8,338 | $521K |
| SC&H Financial Advisors, Inc. | 0.10% | Add +41.1% | 7,890 | $493K |
| Lakeridge Wealth Management LLC | 0.25% | Reduce -0.6% | 7,868 | $492K |
| Cerity Partners LLC | 0.00% | Reduce -2.7% | 7,769 | $486K |
| Little House Capital LLC | 0.13% | Add +9.1% | 7,545 | $472K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 7,491 | $468K |
| SevenBridge Financial Group, LLC | 0.09% | Reduce -28.9% | 7,092 | $466K |
| Legacy Advisory Services, LLC | 0.39% | Reduce -6.2% | 7,411 | $463K |
| Private Advisor Group, LLC | 0.00% | Add +1.3% | 7,238 | $453K |
| Advyzon Investment Management, LLC | 0.16% | Reduce -45.0% | 7,210 | $451K |
| OneAscent Wealth Management LLC | 0.19% | Add +0.4% | 6,875 | $430K |
| Mayfair Advisory Group, LLC | 0.24% | Add +19.3% | 6,689 | $418K |
| EP Wealth Advisors, LLC | 0.00% | No change | 6,684 | $418K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -12.5% | 6,587 | $412K |
| Legacy Trust | 0.10% | No change | 6,540 | $409K |
| AlTi Global, Inc. | 0.01% | New | 5,843 | $365K |
| SageView Advisory Group, LLC | 0.01% | New | 5,538 | $346K |
| Compound Planning, Inc. | 0.02% | Add +15.8% | 5,460 | $341K |
| Wetzel Investment Advisors, Inc. | 0.17% | Add +22.3% | 5,287 | $331K |
| Sepio Capital, LP | 0.03% | No change | 5,065 | $317K |
| Mayflower Financial Advisors, LLC | 0.05% | Reduce -0.2% | 4,995 | $312K |
| Financial Management Network Inc. | 0.07% | Add +11.4% | 5,479 | $307K |
| Altman Advisors, Inc. | 0.14% | Reduce -6.2% | 21,160 | $305K |
| Sanctuary Advisors, LLC | 0.00% | Add +6.6% | 4,752 | $297K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | New | 4,727 | $296K |
| Integrity Alliance, Llc. | 0.01% | New | 4,556 | $285K |
| Perigon Wealth Management, LLC | 0.01% | Add +8.1% | 4,481 | $280K |
| Pinion Investment Advisors, LLC | 0.06% | No change | 4,339 | $271K |
| GoalVest Advisory LLC | 0.07% | No change | 4,339 | $271K |
| TRUE Private Wealth Advisors | 0.03% | Reduce -0.1% | 4,313 | $270K |
| Red Mountain Financial, LLC | 0.32% | Reduce -9.5% | 4,226 | $264K |
| D.A. Davidson & Co. | 0.00% | Reduce -7.6% | 4,155 | $260K |
| Mather Group, Llc. | 0.00% | No change | 4,067 | $254K |
| 1620 Investment Advisors, Inc. | 0.20% | Add +7.6% | 4,011 | $251K |
| Firestone Capital Management | 0.07% | No change | 4,000 | $250K |
| Insigneo Advisory Services, LLC | 0.03% | No change | 4,000 | $250K |
| Capital Analysts, LLC | 0.01% | Reduce -35.2% | 3,966 | $248K |
| O'Connor Financial Group LLC | 0.13% | Add +6.0% | 3,929 | $246K |
| Vantage Financial Partners, LLC | 0.06% | New | 3,887 | $243K |
| Van Cleef Asset Management,Inc | 0.03% | Reduce -7.7% | 3,885 | $243K |
| Bank of New York Mellon Corp | 0.00% | Add +11.9% | 3,796 | $237K |
| Citizens Financial Group Inc. | 0.00% | No change | 3,753 | $235K |
| Wells Fargo & Company | 0.00% | Add +13.7% | 3,743 | $234K |
| Dimension Capital Management LLC | 0.04% | No change | 3,665 | $229K |
| Means Investment Co., Inc. | 0.02% | Reduce -47.1% | 3,600 | $225K |
| Sfmg, LLC | 0.02% | Add +7.5% | 3,553 | $222K |
| Equitable Holdings, Inc. | 0.00% | Add +3.4% | 3,547 | $222K |
| Diversify Wealth Management, LLC | 0.02% | Reduce -25.1% | 3,424 | $211K |
| Boyum Wealth Architects LLC | 0.20% | — | 3,313 | $207K |
| Thrivent Financial for Lutherans | 0.00% | No change | 2,826 | $207K |
| Ritholtz Wealth Management | 0.01% | Reduce -1.4% | 3,275 | $205K |
| TD Private Client Wealth LLC | 0.00% | Add +6.2% | 2,852 | $178K |
| MAI Capital Management | 0.00% | Reduce -6.3% | 2,192 | $137K |
| Parallel Advisors, LLC | 0.00% | Reduce -31.9% | 2,001 | $125K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.05% | No change | 1,942 | $121K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +0.2% | 1,723 | $108K |
| Comerica Bank | 0.00% | Add +12.1% | 1,703 | $107K |
| IAG Wealth Partners, LLC | 0.02% | Add +11.9% | 1,595 | $100K |
| NewEdge Advisors, LLC | 0.00% | Reduce -0.2% | 1,577 | $99K |
| CIBC Private Wealth Group LLC | 0.00% | Add +84.5% | 1,753 | $96K |
| Bank of Montreal | 0.00% | No change | 1,225 | $77K |
| AlphaCore Capital LLC | 0.01% | New | 1,174 | $73K |
| Cornerstone Planning Group LLC | 0.02% | Add +1.6% | 1,230 | $73K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 993 | $62K |
| ORG Partners LLC | 0.01% | Reduce -10.5% | 940 | $59K |
| Farther Finance Advisors, LLC | 0.00% | New | 822 | $52K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +16.2% | 574 | $36K |
| Harbour Investments, Inc. | 0.00% | Add +0.2% | 553 | $35K |
| Spire Wealth Management | 0.00% | Add +213.8% | 477 | $30K |
| Jones Financial Companies LLLP | 0.00% | Add +55.3% | 393 | $25K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 354 | $24K |
| Twin Lakes Capital Management, LLC | 0.01% | No change | 334 | $21K |
| Private Trust Co. NA | 0.00% | Reduce -39.1% | 304 | $19K |
| Geneos Wealth Management Inc. | 0.00% | Add +851.6% | 295 | $18K |
| Global Wealth Strategies & Associates | 0.00% | No change | 207 | $13K |
| Single Point Partners, LLC | 0.00% | No change | 12,443 | $12K |
| Hurley Capital, LLC | 0.01% | Reduce -0.5% | 183 | $11K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 166 | $10K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +0.6% | 166 | $10K |
| IFP Advisors, Inc | 0.00% | Reduce -34.9% | 157 | $10K |
| Ameriflex Group, Inc. | 0.00% | No change | 89 | $6K |
| Assetmark, Inc. | 0.00% | New | 70 | $4K |
| Blue Trust, Inc. | 0.00% | Reduce -34.6% | 53 | $3K |
| Principal Securities, Inc. | 0.00% | No change | 25 | $2K |
| DT Investment Partners, LLC | 0.00% | Reduce -99.4% | 20 | $1K |
| AE Wealth Management LLC | 0.00% | No change | 3 | $188 |
| Fairman Group, LLC | 0.00% | New | 223 | $0 |
"% of holder's portfolio" is SMMD's weight in each manager's 13F, not the share of iShares Russell 2500 ETF the manager owns.