iShares Russell 2500
SMMD • BATS
iShares Russell 2500 is an exchange-traded fund on BATS. As of Q3 2025, 190 institutional investors hold shares in this ETF, with total holdings valued at $1.3B. Glenmede Investment Management, LP is the largest holder with a position valued at $251.0M.
Overview
Overview of institutional ownership in SMMD as of Q3 2025
All Institutions
- Institutions
- 190
- Value Held
- $1.3B
- Shares Held
- 18.3M
- Avg Position
- $7.1M
- Median Position
- $785.1K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $242.9K
- Shares Held
- 3.3K
- Avg Position
- $242.9K
- Median Position
- $242.9K
Biggest Investors
Institutions with the largest positions in SMMD as of Q3 2025
| Institution | Position Value |
|---|---|
 Glenmede Investment Management, LP Long Only Manager | $251.0M 1.21% of portfolio |
 FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ Long Only Manager | $110.9M 0.60% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $67.6M 0.01% of portfolio |
 COLDSTREAM CAPITAL MANAGEMENT INC RIA/Wealth | $67.5M 0.91% of portfolio |
 FMR LLC Institution | $53.5M 0.00% of portfolio |
C CENTRAL TRUST & INVESTMENT CO Institution | $51.1M 1.07% of portfolio |
 Cresset Asset Management, LLC RIA/Wealth | $44.9M 0.17% of portfolio |
 FIFTH THIRD BANCORP Institution | $38.5M 0.12% of portfolio |
 Sontag Advisory, LLC RIA/Wealth | $36.9M 0.19% of portfolio |
C Colony Group, LLC Institution | $36.5M 0.06% of portfolio |
Net Capital Flow
Institutional buying and selling activity for SMMD in Q3 2025
- Traded
- +$84.6M
- Buyers
- 99
- Sellers
- 69
- Total Bought
- +$124.4M
- Total Sold
- −$39.8M
- Avg Position
- $6.6M
Biggest Buyers
| Institution | Net Bought |
|---|---|
Glenmede Investment Management, LP Long Only Manager | +$34.9M +473.9K shares |
+$24.2M +328.1K shares | |
FMR LLC Institution | +$8.6M +116.4K shares |
 WESTWOOD HOLDINGS GROUP INC Institution | +$7.7M +104.5K shares |
BANK OF AMERICA CORP /DE/ Institution | +$7.4M +99.8K shares |
C CENTRAL TRUST & INVESTMENT CO Institution | +$5.3M +72.0K shares |
 Wealthcare Advisory Partners LLC RIA/Wealth | +$5.2M +70.4K shares |
 CONGRESS ASSET MANAGEMENT CO /MA Long Only Manager | +$4.1M +55.6K shares |
R RMB Capital Management, LLC RIA/Wealth | +$3.6M +48.6K shares |
 UBS Group AG Institution | +$2.5M +34.2K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$4.6M −61.8K shares |
COLDSTREAM CAPITAL MANAGEMENT INC RIA/Wealth | −$4.1M −55.0K shares |
 HARBOR CAPITAL ADVISORS, INC. ETF Provider | −$3.2M −43.0K shares |
 Baird Financial Group, Inc. Private Equity | −$3.1M −46.2K shares |
R ROYAL BANK OF CANADA Institution | −$2.6M −35.8K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$2.0M −30.1K shares |
B Brio Consultants, LLC RIA/Wealth | −$2.0M −26.8K shares |
B BLAIR WILLIAM & CO/IL Institution | −$1.9M −25.3K shares |
 GREAT LAKES ADVISORS, LLC Long Only Manager | −$1.7M −22.6K shares |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$1.4M −18.4K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited SMMD in Q3 2025
- New Positions
- 7
- New Value
- $8.6M
- Exited Positions
- 15
- Exited Value
- $9.3M
New Positions
| Institution | Position Value |
|---|---|
WESTWOOD HOLDINGS GROUP INC Institution | $7.7M 104.5K shares |
 Diversified Trust Co RIA/Wealth | $300.0K 4.1K shares |
 Edgemoor Investment Advisors, Inc. RIA/Wealth | $235.9K 3.2K shares |
 Opulen Financial Group LLC RIA/Wealth | $205.8K 2.8K shares |
 New Republic Capital, LLC Venture Capital | $71.0K 963.0 shares |
 Strategic Wealth Partners, Ltd. RIA/Wealth | $41.3K 560.0 shares |
 Westside Investment Management, Inc. RIA/Wealth | $10.4K 141.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Baird Financial Group, Inc. Private Equity | $3.1M 46.2K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $2.0M 30.1K shares |
T Tower Research Capital LLC Institution | $1.3M 19.5K shares |
C CI Private Wealth, LLC RIA/Wealth | $823.9K 12.2K shares |
H HRT FINANCIAL LLC Institution | $421.9K 6.2K shares |
O OLD MISSION CAPITAL LLC Institution | $338.6K 5.0K shares |
 FRANKLIN RESOURCES INC Institution | $328.9K 4.9K shares |
C Canopy Partners, LLC Family Office | $238.8K 3.5K shares |
 REGIONS FINANCIAL CORP Institution | $202.1K 3.0K shares |
 GREENWOOD CAPITAL ASSOCIATES LLC RIA/Wealth | $201.8K 3.0K shares |
Options Activity
Institutions with the largest Call and Put options positions in SMMD as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with SMMD as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
C CITY NATIONAL BANK OF FLORIDA /MSD Institution | 8.25% $12.5M |
 Heritage Family Offices, LLP Family Office | 7.52% $16.2M |
Kendall Capital Management RIA/Wealth | 5.51% $24.4M |
R Rossby Financial, LCC RIA/Wealth | 2.47% $7.4M |
 CMH Wealth Management LLC RIA/Wealth | 2.12% $9.3M |
 Benchmark Financial Wealth Advisors, LLC RIA/Wealth | 1.65% $5.5M |
A Andina Capital Management, LLC Institution | 1.51% $2.6M |
B Brio Consultants, LLC RIA/Wealth | 1.45% $10.5M |
Glenmede Investment Management, LP Long Only Manager | 1.21% $251.0M |
1.12% $32.7M |
Hedge Fund Spotlight
Discover hedge funds investing in SMMD
Quantinno Capital Management LP
Hedge Fund • Market Neutral
Portfolio ManagerHoon Nmn Kim
- Portfolio Value
- $36.6B
- Positions
- 2,911
- Last Reported
- Q3 2025
Sector Allocation
Position in iShares Russell 2500
- Market Value
- $242.9K
- Shares Held
- 3.3K
- Portfolio Weight
- 0.00%
- Owned Since
- 2025-Q2
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Semiconductors Technology | $2.1B | 5.71% | |
Consumer Electronics Technology | $1.9B | 5.06% | |
Software - Infrastructure Technology | $1.4B | 3.93% |
