iShares Russell 2500 ETFSMMDETF
13F holders, Q3 2025 (September 30)193holders −5
12new positions
15sold out
1famous investor
$73.60avg. 13F price*
At the end of Q3 2025, 193 institutions reported holding iShares Russell 2500 ETF (SMMD) in their 13F filings, down 5 from Q2 2025. 12 opened new positions and 15 sold out. The largest holders were Glenmede Investment Management, LP ($251.0M), Fort Washington Investment Advisors Inc. ($110.9M) and Bank of America Corp. ($67.6M). One famous investor held it 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $9.7M |
| Exits | 15 | $9.3M |
All 13F filers, Q2 2025 → Q3 2025: 1,742,294 shares bought and 553,736 shares sold, net +1,188,558 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 193 holders
| Glenmede Investment Management, LP | 1.21% | Add +16.2% | 3,404,659 | $251.0M |
| Fort Washington Investment Advisors Inc. | 0.60% | No change | 1,504,650 | $110.9M |
| Bank of America Corp. | 0.01% | Add +12.2% | 916,251 | $67.6M |
| Coldstream Capital Management Inc. | 0.91% | Reduce -5.7% | 915,654 | $67.5M |
| FMR LLC | 0.00% | Add +19.1% | 726,010 | $53.5M |
| CENTRAL TRUST Co | 1.07% | Add +11.6% | 693,101 | $51.1M |
| Cresset Asset Management, LLC | 0.20% | Add +10.9% | 604,108 | $44.5M |
| Fifth Third Bancorp | 0.12% | Add +0.4% | 522,223 | $38.5M |
| Wealthspire Advisors, LLC | 0.19% | Reduce -0.7% | 499,962 | $36.9M |
| Focus Partners Wealth | 0.06% | Add +0.8% | 495,311 | $36.5M |
| Gerber Kawasaki Wealth & Investment Management | 1.12% | Add +283.1% | 443,973 | $32.7M |
| UBS Group AG | 0.01% | Add +10.6% | 357,502 | $26.4M |
| Kendall Capital Management | 5.51% | Add +6.7% | 331,297 | $24.4M |
| World Investment Advisors | 0.50% | Reduce -3.1% | 328,651 | $24.2M |
| Vestmark Advisory Solutions, Inc. | 0.46% | Reduce -3.1% | 328,141 | $24.2M |
| US Bancorp \de | 0.03% | Reduce -3.3% | 315,427 | $23.3M |
| Osaic Holdings, Inc. | 0.03% | Add +0.7% | 281,873 | $20.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +3.8% | 266,378 | $19.6M |
| NorthCoast Asset Management LLC | 0.07% | Add +6.9% | 252,256 | $18.6M |
| Wealthcare Advisory Partners LLC | 0.38% | Add +39.1% | 250,410 | $18.5M |
| Heritage Family Offices, LLP | 7.52% | Reduce -0.3% | 219,267 | $16.2M |
| Truist Financial Corp. | 0.02% | Add +7.1% | 198,614 | $14.6M |
| Raymond James Financial Inc. | 0.00% | Add +21.5% | 192,388 | $14.2M |
| Blair William & Co. | 0.04% | Reduce -11.9% | 186,991 | $13.8M |
| City National Bank of Florida | 8.25% | Reduce -0.9% | 169,570 | $12.5M |
| Simplicity Wealth,LLC | 0.72% | Reduce -0.9% | 169,570 | $12.5M |
| LPL Financial LLC | 0.00% | Add +1.1% | 159,975 | $11.8M |
| CWA Asset Management Group, LLC | 0.43% | Add +3.9% | 158,638 | $11.7M |
| Berger Financial Group, Inc | 0.63% | Add +2.6% | 142,498 | $10.5M |
| Brio Consultants, LLC | 1.44% | Reduce -15.9% | 142,224 | $10.5M |
| CMH Wealth Management LLC | 1.99% | Reduce -0.6% | 126,486 | $9.3M |
| Orion Porfolio Solutions, LLC | 0.07% | Reduce -2.1% | 118,416 | $8.7M |
| Congress Asset Management Co. | 0.06% | Add +96.4% | 113,291 | $8.4M |
| SigFig Wealth Management, LLC | 0.25% | Add +16.3% | 110,496 | $8.1M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -14.5% | 108,489 | $8.0M |
| Westwood Holdings Group Inc. | 0.06% | New | 104,512 | $7.7M |
| Harbor Capital Advisors, Inc. | 0.58% | Reduce -29.6% | 101,993 | $7.5M |
| Rossby Financial, LCC | 2.47% | Add +9.0% | 100,464 | $7.4M |
| Curi Capital, LLC | 0.14% | Add +94.5% | 99,934 | $7.4M |
| HighTower Advisors, LLC | 0.01% | Reduce -13.2% | 98,396 | $7.3M |
| Catalyst Financial Partners LLC | 0.85% | Add +7.9% | 95,148 | $7.0M |
| Mariner, LLC | 0.01% | Add +16.3% | 82,372 | $6.1M |
| OneDigital Investment Advisors LLC | 0.06% | Reduce -0.2% | 78,687 | $5.8M |
| James J. Burns & Company, LLC | 0.84% | Reduce -1.5% | 76,729 | $5.7M |
| Benchmark Financial Wealth Advisors, LLC | 1.65% | Add +4.7% | 74,369 | $5.5M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -0.0% | 64,954 | $4.8M |
| CX Institutional | 0.14% | Add +2.2% | 63,506 | $4.7M |
| MAI Capital Management | 0.03% | Add +1.8% | 60,150 | $4.4M |
| Morgan Stanley | 0.00% | Reduce -18.3% | 58,999 | $4.4M |
| Janney Montgomery Scott LLC | 0.01% | Add +4.3% | 55,357 | $4.1M |
| Royal Bank of Canada | 0.00% | Reduce -43.2% | 47,067 | $3.5M |
| Retirement Planning Group, LLC | 0.11% | No change | 43,462 | $3.2M |
| MML Investors Services, LLC | 0.01% | Add +2.3% | 42,426 | $3.1M |
| Trek Financial, LLC | 0.18% | Add +12.8% | 40,525 | $3.0M |
| Smartleaf Asset Management LLC | 0.18% | Reduce -0.2% | 39,217 | $2.9M |
| Johnson Investment Counsel Inc. | 0.02% | Add +64.8% | 36,623 | $2.7M |
| Andina Capital Management, LLC | 1.48% | Reduce -9.0% | 35,449 | $2.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -17.7% | 34,018 | $2.5M |
| AlTi Global, Inc. | 0.06% | Add +0.9% | 33,092 | $2.4M |
| Raffa Wealth Management, LLC | 0.43% | Add +0.3% | 32,108 | $2.4M |
| Centerpoint Advisors, LLC | 0.70% | No change | 30,637 | $2.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +18.8% | 25,624 | $1.9M |
| Northern Trust Corp. | 0.00% | Add +12.8% | 23,702 | $1.7M |
| Citigroup Inc. | 0.00% | Reduce -10.2% | 22,932 | $1.7M |
| Quadrant Capital Group LLC | 0.05% | Reduce -1.5% | 22,826 | $1.7M |
| Klingenstein Fields & Co. LP | 0.06% | No change | 22,700 | $1.7M |
| Cetera Investment Advisers | 0.00% | Add +136.0% | 20,835 | $1.5M |
| HF Advisory Group, LLC | 0.52% | Add +2.6% | 19,293 | $1.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +32.3% | 19,014 | $1.4M |
| Evernest Financial Advisors, LLC | 0.37% | Add +110.7% | 18,118 | $1.3M |
| Ulland Investment Advisors, LLC | 1.01% | Reduce -2.3% | 18,080 | $1.3M |
| Cornerstone Financial Group, LLC | 1.00% | Add +8.3% | 17,521 | $1.3M |
| Pure Financial Advisors, LLC | 0.02% | Add +2.8% | 15,191 | $1.1M |
| Wells Fargo & Company | 0.00% | Add +20.4% | 15,148 | $1.1M |
| Fifth Third Wealth Advisors LLC | 0.04% | Add +15.7% | 14,462 | $1.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -28.1% | 14,335 | $1.1M |
| Charter Oak Capital Management, LLC | 0.08% | Reduce -7.1% | 14,200 | $1.0M |
| Jane Street Group, LLC | 0.00% | Reduce -35.6% | 14,170 | $1.0M |
| TFR Capital, LLC. | 0.34% | No change | 13,959 | $1.0M |
| Private Advisor Group, LLC | 0.00% | Add +25.6% | 13,526 | $997K |
| Captrust Financial Advisors | 0.00% | Reduce -6.1% | 13,382 | $987K |
| Cwm, LLC | 0.00% | Add +2.2% | 13,268 | $978K |
| Boyum Wealth Architects LLC | 0.59% | Reduce -1.1% | 13,047 | $962K |
| Creative Planning | 0.00% | Add +2.0% | 12,433 | $917K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -0.9% | 12,420 | $916K |
| Whittier Trust Co. | 0.01% | Add +0.6% | 11,877 | $887K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +19.2% | 11,971 | $883K |
| D. E. Shaw & Co. | 0.00% | No change | 11,853 | $873K |
| Strong Tower Advisory Services | 0.16% | Add +7.6% | 11,567 | $853K |
| GC Wealth Management RIA, LLC | 0.03% | Reduce -32.6% | 11,528 | $850K |
| USAdvisors Wealth Management, LLC | 0.29% | Add +0.3% | 11,476 | $846K |
| RFG Advisory, LLC | 0.02% | Reduce -1.3% | 11,217 | $827K |
| BBR Partners, LLC | 0.05% | No change | 11,206 | $826K |
| L.K. Benson & Company, P.C. | 0.44% | Reduce -5.1% | 11,134 | $821K |
| Susquehanna International Group, LLP | 0.00% | Reduce -84.9% | 10,959 | $808K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +0.5% | 10,338 | $762K |
| Certuity, LLC | 0.05% | Reduce -3.5% | 10,298 | $759K |
| Savant Capital, LLC | 0.00% | No change | 9,820 | $724K |
| Old National Bancorp | 0.01% | No change | 8,977 | $662K |
| OneAscent Wealth Management LLC | 0.21% | Add +6.4% | 8,399 | $619K |
"% of holder's portfolio" is SMMD's weight in each manager's 13F, not the share of iShares Russell 2500 ETF the manager owns.