iShares Russell 2500 ETFSMMDETF
13F holders, Q2 2025 (June 30)198holders +5
24new positions
18sold out
2famous investors
$67.60avg. 13F price*
At the end of Q2 2025, 198 institutions reported holding iShares Russell 2500 ETF (SMMD) in their 13F filings, up 5 from Q1 2025. 24 opened new positions and 18 sold out. The largest holders were Glenmede Investment Management, LP ($198.6M), Fort Washington Investment Advisors Inc. ($102.0M) and Coldstream Capital Management Inc. ($65.8M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $16.9M |
| Exits | 18 | $10.0M |
All 13F filers, Q1 2025 → Q2 2025: 1,300,873 shares bought and 1,578,008 shares sold, net −277,135 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 198 holders
| Glenmede Investment Management, LP | 1.01% | — | 2,930,717 | $198.6M |
| Fort Washington Investment Advisors Inc. | 0.59% | No change | 1,504,650 | $102.0M |
| Coldstream Capital Management Inc. | 1.08% | Reduce -19.7% | 970,694 | $65.8M |
| Bank of America Corp. | 0.00% | Add +1.3% | 816,499 | $55.3M |
| CENTRAL TRUST Co | 0.97% | Add +14.0% | 621,081 | $42.1M |
| FMR LLC | 0.00% | Reduce -19.0% | 609,648 | $41.3M |
| Cresset Asset Management, LLC | 0.18% | Reduce -21.5% | 544,608 | $36.9M |
| Fifth Third Bancorp | 0.12% | Reduce -5.2% | 520,073 | $35.3M |
| Wealthspire Advisors, LLC | 0.19% | Add +4.4% | 503,388 | $34.1M |
| Focus Partners Wealth | 0.07% | Add +21.5% | 491,438 | $33.3M |
| World Investment Advisors | 0.52% | Reduce -1.4% | 339,153 | $23.0M |
| Vestmark Advisory Solutions, Inc. | 0.33% | Reduce -4.6% | 338,643 | $23.0M |
| US Bancorp \de | 0.03% | Reduce -4.2% | 326,022 | $22.1M |
| UBS Group AG | 0.00% | Add +17.0% | 323,310 | $21.9M |
| Kendall Capital Management | 5.57% | Add +2.5% | 310,495 | $21.0M |
| Osaic Holdings, Inc. | 0.03% | Add +199.9% | 280,032 | $19.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +1.9% | 256,516 | $17.4M |
| NorthCoast Asset Management LLC | 0.07% | Add +8.9% | 236,044 | $16.0M |
| Blair William & Co. | 0.04% | Reduce -2.5% | 212,306 | $14.4M |
| Heritage Family Offices, LLP | 6.97% | Reduce 0.0% | 219,991 | $13.8M |
| Truist Financial Corp. | 0.02% | Reduce -42.2% | 185,494 | $12.6M |
| Wealthcare Advisory Partners LLC | 0.28% | Add +181.8% | 180,047 | $12.2M |
| City National Bank of Florida | 8.44% | Add +20.6% | 171,088 | $11.6M |
| Simplicity Wealth,LLC | 0.48% | Add +21.9% | 171,088 | $11.6M |
| Brio Consultants, LLC | 1.67% | Reduce -11.8% | 169,041 | $11.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -13.9% | 158,394 | $10.7M |
| LPL Financial LLC | 0.00% | Add +19.9% | 158,245 | $10.7M |
| CWA Asset Management Group, LLC | 0.44% | Add +6.8% | 152,710 | $10.4M |
| Harbor Capital Advisors, Inc. | 0.41% | Reduce -28.6% | 144,956 | $9.8M |
| Berger Financial Group, Inc | 0.61% | Add +4.8% | 138,848 | $9.4M |
| CMH Wealth Management LLC | 2.01% | Reduce -50.8% | 127,187 | $8.6M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -4.0% | 126,877 | $8.6M |
| Orion Porfolio Solutions, LLC | 0.07% | Add +0.4% | 121,015 | $8.2M |
| Gerber Kawasaki Wealth & Investment Management | 0.30% | New | 115,875 | $7.9M |
| HighTower Advisors, LLC | 0.01% | Reduce -8.7% | 113,403 | $7.7M |
| SigFig Wealth Management, LLC | 0.21% | Add +36.8% | 95,048 | $6.4M |
| Rossby Financial, LCC | 2.35% | Add +10.3% | 92,198 | $6.2M |
| Catalyst Financial Partners LLC | 0.65% | Add +37.2% | 88,183 | $6.0M |
| Royal Bank of Canada | 0.00% | Add +42.2% | 82,855 | $5.6M |
| OneDigital Investment Advisors LLC | 0.06% | Add +0.6% | 78,834 | $5.3M |
| James J. Burns & Company, LLC | 0.86% | Add +12.2% | 77,867 | $5.3M |
| Susquehanna International Group, LLP | 0.01% | Reduce -35.9% | 72,722 | $4.9M |
| Morgan Stanley | 0.00% | Reduce -39.5% | 72,199 | $4.9M |
| Benchmark Financial Wealth Advisors, LLC | 1.59% | Add +18.9% | 71,026 | $4.8M |
| Mariner, LLC | 0.01% | Add +17.7% | 70,830 | $4.8M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -12.2% | 64,973 | $4.4M |
| CX Institutional | 0.15% | Add +26.3% | 62,130 | $4.2M |
| MAI Capital Management | 0.03% | Add +2596.1% | 59,098 | $4.0M |
| Congress Asset Management Co. | 0.03% | Reduce -67.4% | 57,687 | $3.9M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -4.0% | 53,054 | $3.6M |
| Curi Capital, LLC | 0.07% | Add +92.5% | 51,384 | $3.5M |
| Baird Financial Group, Inc. | 0.01% | Add +2.5% | 46,169 | $3.1M |
| Retirement Planning Group, LLC | 0.13% | Add +219.9% | 43,462 | $2.9M |
| MML Investors Services, LLC | 0.01% | Add +22.7% | 41,474 | $2.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.4% | 41,345 | $2.8M |
| Smartleaf Asset Management LLC | 0.23% | Add +2.3% | 39,282 | $2.7M |
| Andina Capital Management, LLC | 1.85% | Add +20.9% | 38,942 | $2.6M |
| Trek Financial, LLC | 0.16% | Add +24.0% | 35,916 | $2.4M |
| AlTi Global, Inc. | 0.06% | Add +461.1% | 32,787 | $2.3M |
| Raffa Wealth Management, LLC | 0.43% | Add +0.3% | 32,002 | $2.2M |
| Centerpoint Advisors, LLC | 0.70% | New | 30,637 | $2.1M |
| Citadel Advisors | 0.00% | Add +37.4% | 30,139 | $2.0M |
| Great Lakes Advisors, LLC | 0.01% | New | 25,637 | $1.7M |
| Citigroup Inc. | 0.00% | Reduce -60.3% | 25,527 | $1.7M |
| Quadrant Capital Group LLC | 0.06% | Reduce -0.6% | 23,172 | $1.6M |
| Klingenstein Fields & Co. LP | 0.06% | No change | 22,700 | $1.5M |
| Johnson Investment Counsel Inc. | 0.01% | Add +18.3% | 22,217 | $1.5M |
| Jane Street Group, LLC | 0.00% | Reduce -71.4% | 22,002 | $1.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +60.5% | 21,576 | $1.5M |
| Northern Trust Corp. | 0.00% | Add +19.8% | 21,004 | $1.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -54.1% | 19,926 | $1.4M |
| Tower Research Capital LLC (TRC) | 0.04% | Add +2.1% | 19,522 | $1.3M |
| HF Advisory Group, LLC | 0.50% | Reduce -1.8% | 18,803 | $1.3M |
| Ulland Investment Advisors, LLC | 1.03% | Reduce -8.2% | 18,505 | $1.3M |
| GC Wealth Management RIA, LLC | 0.09% | Reduce -3.9% | 17,114 | $1.2M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -40.9% | 16,259 | $1.1M |
| Cornerstone Financial Group, LLC | 0.93% | Add +0.3% | 16,173 | $1.1M |
| Charter Oak Capital Management, LLC | 0.09% | Reduce -5.4% | 15,278 | $1.0M |
| Pure Financial Advisors, LLC | 0.02% | Add +30.4% | 14,772 | $1.0M |
| Kestra Advisory Services, LLC | 0.00% | Reduce -0.2% | 14,377 | $974K |
| Captrust Financial Advisors | 0.00% | Add +26.1% | 14,248 | $966K |
| TFR Capital, LLC. | 0.34% | Reduce -13.6% | 13,959 | $946K |
| Boyum Wealth Architects LLC | 0.66% | Add +298.2% | 13,192 | $894K |
| Cwm, LLC | 0.00% | Reduce -1.1% | 12,979 | $880K |
| Wells Fargo & Company | 0.00% | Add +236.2% | 12,585 | $853K |
| Apollon Wealth Management, LLC | 0.02% | No change | 12,530 | $849K |
| Fifth Third Wealth Advisors LLC | 0.04% | Reduce -16.1% | 12,498 | $847K |
| Creative Planning | 0.00% | Reduce -19.8% | 12,183 | $826K |
| Corient Private Wealth LP | 0.00% | Reduce -24.1% | 12,156 | $824K |
| D. E. Shaw & Co. | 0.00% | No change | 11,853 | $803K |
| Whittier Trust Co. | 0.01% | Add +17.4% | 11,811 | $800K |
| L.K. Benson & Company, P.C. | 0.49% | Add +0.8% | 11,730 | $795K |
| USAdvisors Wealth Management, LLC | 0.29% | Add +0.3% | 11,442 | $775K |
| RFG Advisory, LLC | 0.02% | Reduce -15.0% | 11,366 | $770K |
| BBR Partners, LLC | 0.05% | New | 11,206 | $760K |
| Private Advisor Group, LLC | 0.00% | Add +48.8% | 10,772 | $730K |
| Strong Tower Advisory Services | 0.14% | Reduce -1.9% | 10,749 | $729K |
| Certuity, LLC | 0.07% | Reduce -3.3% | 10,676 | $724K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +17.8% | 10,288 | $697K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -15.8% | 10,045 | $681K |
| Savant Capital, LLC | 0.00% | Reduce -2.9% | 9,820 | $666K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -23.1% | 9,259 | $628K |
| Cary Street Partners Financial LLC | 0.02% | Reduce -23.4% | 9,219 | $625K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | Add +91.6% | 9,058 | $614K |
| Old National Bancorp | 0.01% | New | 8,977 | $608K |
| Cetera Investment Advisers | 0.00% | Reduce -56.1% | 8,827 | $598K |
| Evernest Financial Advisors, LLC | 0.19% | New | 8,598 | $583K |
| Sierra Summit Advisors LLC | 0.10% | Add +2.2% | 8,520 | $577K |
| OneAscent Wealth Management LLC | 0.20% | Add +14.9% | 7,897 | $535K |
| Cerity Partners LLC | 0.00% | Reduce -0.8% | 7,709 | $523K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 7,491 | $508K |
| Mayfair Advisory Group, LLC | 0.23% | Add +7.7% | 7,203 | $496K |
| Advyzon Investment Management, LLC | 0.11% | No change | 7,210 | $489K |
| Lakeridge Wealth Management LLC | 0.22% | Reduce -8.6% | 7,195 | $488K |
| Perigon Wealth Management, LLC | 0.01% | Add +56.8% | 7,028 | $476K |
| Comerica Bank | 0.00% | Add +303.6% | 6,874 | $466K |
| Legacy Advisory Services, LLC | 0.37% | Reduce -7.6% | 6,846 | $464K |
| Flputnam Investment Management Co. | 0.01% | Reduce -46.4% | 6,614 | $448K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -4.8% | 6,364 | $431K |
| NewEdge Advisors, LLC | 0.00% | Add +299.8% | 6,304 | $427K |
| HRT Financial LP | 0.00% | Reduce -59.4% | 6,224 | $421K |
| Sanctuary Advisors, LLC | 0.00% | Add +28.9% | 6,123 | $415K |
| Little House Capital LLC | 0.10% | Reduce -19.1% | 6,108 | $414K |
| Empowered Funds, LLC | 0.00% | New | 5,696 | $386K |
| Financial Management Network Inc. | 0.07% | Reduce -2.1% | 5,363 | $373K |
| SageView Advisory Group, LLC | 0.01% | Reduce -8.3% | 5,081 | $357K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -44.2% | 5,157 | $350K |
| O'Connor Financial Group LLC | 0.15% | Add +26.2% | 4,957 | $345K |
| Mayflower Financial Advisors, LLC | 0.05% | Add +0.5% | 5,020 | $340K |
| Old Mission Capital LLC | 0.01% | New | 4,995 | $339K |
| Franklin Resources Inc. | 0.00% | New | 4,853 | $329K |
| Altman Advisors, Inc. | 0.13% | Add +5.3% | 22,279 | $322K |
| D.A. Davidson & Co. | 0.00% | Add +9.8% | 4,560 | $309K |
| 1620 Investment Advisors, Inc. | 0.21% | Add +8.7% | 4,361 | $296K |
| TRUE Private Wealth Advisors | 0.03% | Reduce -0.1% | 4,307 | $292K |
| Red Mountain Financial, LLC | 0.31% | Reduce -1.7% | 4,154 | $282K |
| Mather Group, Llc. | 0.00% | No change | 4,067 | $276K |
| SevenBridge Financial Group, LLC | 0.05% | Reduce -44.9% | 3,906 | $275K |
| Firestone Capital Management | 0.06% | No change | 4,000 | $271K |
| Sfmg, LLC | 0.02% | Add +12.5% | 3,997 | $271K |
| Capital Analysts, LLC | 0.01% | No change | 3,966 | $269K |
| Vantage Financial Partners, LLC | 0.06% | No change | 3,887 | $263K |
| Van Cleef Asset Management,Inc | 0.03% | No change | 3,885 | $263K |
| Bank of New York Mellon Corp | 0.00% | Add +1.0% | 3,834 | $260K |
| Compound Planning, Inc. | 0.01% | Reduce -32.8% | 3,668 | $249K |
| Dimension Capital Management LLC | 0.04% | No change | 3,665 | $248K |
| Equitable Holdings, Inc. | 0.00% | Add +0.7% | 3,571 | $242K |
| Diversify Wealth Management, LLC | 0.01% | Add +0.1% | 3,428 | $242K |
| Citizens Financial Group Inc. | 0.00% | Reduce -6.0% | 3,527 | $239K |
| Canopy Partners, LLC | 0.09% | Reduce -77.0% | 3,523 | $239K |
| Quantinno Capital Management LP | 0.00% | New | 3,429 | $232K |
| Park Avenue Securities LLC | 0.00% | New | 3,391 | $230K |
| Exchange Traded Concepts, LLC | 0.00% | New | 3,306 | $224K |
| Ritholtz Wealth Management | 0.00% | Add +0.3% | 3,286 | $223K |
| Integrity Alliance, Llc. | 0.01% | Reduce -27.9% | 3,284 | $223K |
| 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 | 2,983 | $202K |
| Regions Financial Corp. | 0.00% | New | 2,981 | $202K |
| Greenwood Capital Associates LLC | 0.03% | New | 2,977 | $202K |
| NTV Asset Management LLC | 0.02% | New | 2,975 | $202K |
| TD Private Client Wealth LLC | 0.00% | Add +2.8% | 2,933 | $199K |
| Bessemer Group Inc. | 0.00% | New | 2,630 | $178K |
| Spire Wealth Management | 0.01% | Add +374.6% | 2,264 | $153K |
| GoalVest Advisory LLC | 0.03% | Reduce -53.0% | 2,039 | $138K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.05% | No change | 1,942 | $132K |
| Parallel Advisors, LLC | 0.00% | Reduce -15.0% | 1,701 | $115K |
| Fairman Group, LLC | 0.09% | Add +634.1% | 1,637 | $111K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +27.8% | 1,269 | $87K |
| Cornerstone Planning Group LLC | 0.02% | Reduce -1.6% | 1,210 | $84K |
| Bank of Montreal | 0.00% | No change | 1,225 | $83K |
| Russell Investments Group, Ltd. | 0.00% | New | 1,210 | $82K |
| AlphaCore Capital LLC | 0.00% | No change | 1,174 | $80K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -45.8% | 950 | $64K |
| Jones Financial Companies LLLP | 0.00% | Add +128.2% | 897 | $61K |
| Farther Finance Advisors, LLC | 0.00% | No change | 822 | $56K |
| IAG Wealth Partners, LLC | 0.01% | Reduce -48.9% | 815 | $55K |
| ORG Partners LLC | 0.01% | Reduce -19.8% | 754 | $52K |
| Arax Advisory Partners | 0.00% | New | 677 | $46K |
| First Command Advisory Services, Inc. | 0.00% | New | 648 | $44K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 574 | $39K |
| Plante Moran Financial Advisors, LLC | 0.00% | Add +187.3% | 477 | $32K |
| Harbour Investments, Inc. | 0.00% | Reduce -30.2% | 386 | $26K |
| Twin Lakes Capital Management, LLC | 0.01% | No change | 334 | $23K |
| Private Trust Co. NA | 0.00% | Add +8.6% | 330 | $22K |
| Global Wealth Strategies & Associates | 0.00% | No change | 207 | $14K |
| Single Point Partners, LLC | 0.00% | No change | 12,443 | $12K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 166 | $11K |
| IFP Advisors, Inc | 0.00% | No change | 157 | $11K |
| Ameriflex Group, Inc. | 0.00% | No change | 89 | $6K |
| Global Retirement Partners, LLC | 0.00% | — | 73 | $5K |
| Assetmark, Inc. | 0.00% | Reduce -12.9% | 61 | $4K |
| Blue Trust, Inc. | 0.00% | No change | 53 | $4K |
| Qube Research & Technologies Ltd | 0.00% | New | 37 | $3K |
| Principal Securities, Inc. | 0.00% | No change | 25 | $2K |
| DT Investment Partners, LLC | 0.00% | No change | 20 | $1K |
| Ameritas Advisory Services, LLC | 0.00% | New | 6 | $439 |
| AE Wealth Management LLC | 0.00% | No change | 3 | $203 |
"% of holder's portfolio" is SMMD's weight in each manager's 13F, not the share of iShares Russell 2500 ETF the manager owns.