Who Owns iShares Russell 2500 ETF (SMMD)?Hedge Fund & Institutional Holders

$75.60-0.42 (-0.55%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$2.920002070001127e+229T

% of Float Held

—

QoQ Change in Holders

+15 / -2

Price History

$54.81$61.56$68.31$75.06$81.81Sep 24Jun 25Mar 26

SMMD — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
GLENMEDE TRUST CO NANew Position+3.9M+$294.0M
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/New Position+1.5M+$112.8M
Align Financial, LLCNew Position+88K+$88.1M
CENTRAL TRUST CoNew Position+747K+$56.0M
TRUIST FINANCIAL CORPNew Position+224K+$16.8M
ENVESTNET ASSET MANAGEMENT INCNew Position+208K+$15.0M
SFAM, LLCNew Position+177K+$13.3M
CWA Asset Management Group, LLCNew Position+174K+$13.0M
BRIDGES INVESTMENT MANAGEMENT INCNew Position+184K+$13.0M
PALISADE CAPITAL MANAGEMENT, LPNew Position+153K+$11.4M
SigFig Wealth Management, LLCNew Position+133K+$10.0M
CMH Wealth Management LLCNew Position+126K+$9.5M
HARBOR CAPITAL ADVISORS, INC.New Position+112K+$8.4M
Janney Montgomery Scott LLCNew Position+114K+$8.0M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+106K+$7.0M

SMMD — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Glenmede Investment Management, LPClosed Position-3.4M-$251.0B
COLDSTREAM CAPITAL MANAGEMENT INCDecreased-68K-$67.4B
World Investment AdvisorsDecreased-5K-$24.2B
Vestmark Advisory Solutions, Inc.Decreased-5K-$24.2B
Kovitz Investment Group Partners, LLCClosed Position-252K-$18.6B
CITY NATIONAL BANK OF FLORIDA /MSDDecreased-19K-$12.5B
Berger Financial Group, IncDecreased-1K-$10.5B
Brio Consultants, LLCDecreased-33K-$10.5B
HighTower Advisors, LLCDecreased-2K-$7.2B
OneDigital Investment Advisors LLCDecreased-420-$5.8B
MAI Capital ManagementDecreased-111-$4.4B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-17K-$1.9B
NORTHERN TRUST CORPDecreased-917-$1.7B
Cetera Investment AdvisersDecreased-4K-$1.5B
BOYUM WEALTH ARCHITECTS LLCDecreased-365-$960.9M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1GLENMEDE TRUST CO NA3,902,164$292.0M1.38%Share
2BANK OF AMERICA CORP /DE/2,769,477$207.0M0.02%Share
3FORT WASHINGTON INVESTMENT ADVISORS INC /OH/1,504,650$112.8M0.60%Share
4Align Financial, LLC88,055$88.1M0.05%Share
5FMR LLC877,125$65.0M0.00%Share
6COLDSTREAM CAPITAL MANAGEMENT INC847,846$63.0M0.81%Share
7Focus Partners Wealth757,995$56.0M0.06%Share
8CENTRAL TRUST Co722,065$54.1M1.06%Share
9Cresset Asset Management, LLC644,989$48.0M0.20%Share
10FIFTH THIRD BANCORP522,588$39.2M0.12%Share
11Wealthspire Advisors, LLC507,585$38.0M0.30%Share
12Gerber Kawasaki Wealth & Investment Management471,055$35.3M1.23%Share
13BLAIR WILLIAM & CO/IL479,957$35.0M0.09%Share
14UBS Group AG399,044$29.9M0.00%Share
15Kendall Capital Management352,861$26.4M5.53%Share
16BANK OF AMERICA CORP /DE/344,341$25.0M0.00%Share
17US BANCORP \DE\333,130$25.0M0.03%Share
18Vestmark Advisory Solutions, Inc.323,439$24.2M0.33%Share
19World Investment Advisors323,423$24.2M0.46%Share
20Wealthcare Advisory Partners LLC259,949$19.5M0.38%Share
21OSAIC HOLDINGS, INC.261,613$19.0M0.03%Share
22CONGRESS ASSET MANAGEMENT CO240,169$18.0M0.13%Share
23Heritage Family Offices, LLP224,834$16.8M7.66%Share
24WESTWOOD HOLDINGS GROUP INC202,058$15.1M0.12%Share
25ENVESTNET ASSET MANAGEMENT INC207,722$15.0M0.00%Share
26TRUIST FINANCIAL CORP196,079$14.7M0.02%Share
27SFAM, LLC176,929$13.3M12.12%Share
28CWA Asset Management Group, LLC173,504$13.0M0.47%Share
29RAYMOND JAMES FINANCIAL INC181,404$13.0M0.00%Share
30LPL Financial LLC182,368$13.0M0.00%Share
31BRIDGES INVESTMENT MANAGEMENT INC178,770$13.0M0.16%Share
32PALISADE CAPITAL MANAGEMENT, LP152,701$11.4M0.34%Share
33CITY NATIONAL BANK OF FLORIDA /MSD150,287$11.3M7.35%Share
34Orion Porfolio Solutions, LLC154,346$11.0M0.08%Share
35Curi Capital, LLC151,969$11.0M0.19%Share
36Berger Financial Group, Inc141,078$10.6M0.61%Share
37SigFig Wealth Management, LLC132,871$10.0M0.30%Share
38CATALYST FINANCIAL PARTNERS LLC128,255$9.6M1.07%Share
39CMH Wealth Management LLC126,254$9.5M2.03%Share
40HARBOR CAPITAL ADVISORS, INC.111,580$8.4M0.65%Share
41Rossby Financial, LCC109,786$8.2M2.54%Share
42Brio Consultants, LLC109,281$8.2M1.06%Share
43RAYMOND JAMES FINANCIAL INC119,360$8.0M0.00%Share
44Janney Montgomery Scott LLC113,781$8.0M0.02%Share
45BANK OF AMERICA CORP /DE/108,360$8.0M0.00%Share
46HighTower Advisors, LLC96,823$7.0M0.01%Share
47COMMONWEALTH EQUITY SERVICES, LLC105,684$7.0M0.01%Share
48CIBC WORLD MARKET INC.88,152$6.0M0.01%Share
49AMERICAN CAPITAL MANAGEMENT INC78,709$5.9M0.26%Share
50Benchmark Financial Wealth Advisors, LLC78,091$5.9M1.68%Share

SMMD Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025218$1.8B+101
Q3 2025117$1.0T-62
Q2 2025179$1.1T-11
Q1 2025190$1.0T+16
Q4 2024174$93.6T+42
Q3 2024132$359.5T+7
Q2 2024125$320.5T+13
Q1 2024112$293.7T—

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As of Q4 2025, 50 institutional investors hold SMMD (iShares Russell 2500 ETF). The largest holder is GLENMEDE TRUST CO NA with $292.0M in shares. This quarter, 15 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own SMMD?

As of Q4 2025, 50 institutional investors report holding SMMD (iShares Russell 2500 ETF) in their 13F filings.

Who is the largest institutional holder of SMMD?

The largest institutional holder of SMMD is GLENMEDE TRUST CO NA with $292.0M in shares.

Is institutional ownership of SMMD increasing or decreasing?

This quarter, 15 institutions opened new positions in SMMD and 2 closed their positions.