ISHARES RUSSELL 2500 ETF (SMMD) Institutional Ownership Changes & 13F Activity

ISHARES RUSSELL 2500 ETF (SMMD). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Wellington Management Group Llp, Bank Of America Corp, Goldman Sachs Group Inc, Osaic Holdings, Inc., and Ameriprise Financial Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncSell-11,674-4.2%264,669$24.25MQ2 2026Sep 23, 2026
Qrg Capital Management, Inc.Buy+5,443+41.7%18,494$1.69MQ2 2026Sep 23, 2026
Integrated Wealth Concepts LlcBuy+2,934—2,934$268.84KQ2 2026Sep 09, 2026
Corient Private Wealth LlcBuy+8,662+54.6%24,530$2.25MQ2 2026Aug 27, 2026
Mercer Global Advisors IncBuy+13,174+257.3%18,295$1.68MQ2 2026Aug 19, 2026
Pure Financial Advisors, LlcBuy+24,249+37.6%88,733$8.13MQ2 2026Aug 17, 2026
Wellington Management Group LlpBuy+1,085,260—1,085,260$99.44MQ2 2026Aug 14, 2026
Bank Of America CorpSell-355,566-16.8%1,760,471$161.31MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+290,579+375.6%367,953$33.72MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+202,550+284.8%273,676$25.08MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+150,641—150,641$13.80MQ2 2026Aug 14, 2026
Dimension Capital Management LlcBuy+136,776+3732.0%140,441$12.87MQ2 2026Aug 14, 2026
Cerity Partners LlcBuy+90,959+284.8%122,893$11.26MQ2 2026Aug 14, 2026
Coldstream Capital Management IncSell-84,295-10.9%690,732$63.29MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+76,235+214.9%111,704$10.23MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+51,822+11.6%496,885$45.53MQ2 2026Aug 14, 2026
Curi Capital, LlcBuy+47,778+30.7%203,409$18.64MQ2 2026Aug 14, 2026
Orion Porfolio Solutions, LlcSell-14,992-14.7%86,866$7.96MQ2 2026Aug 14, 2026
Westwood Holdings Group IncBuy+13,889+5.3%274,856$25.19MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+12,532+41.0%43,095$3.95MQ2 2026Aug 14, 2026
Chevy Chase Trust Holdings, LlcBuy+11,885—11,885$1.09MQ2 2026Aug 14, 2026
Talisman Wealth Advisors LlcBuy+10,168—10,168$2.23MQ2 2026Aug 14, 2026
Cresset Asset Management, LlcSell-9,069-1.4%650,970$59.65MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+5,818+74.7%13,608$1.24MQ2 2026Aug 14, 2026
Betterment LlcBuy+4,648+91.4%9,731$892.00KQ2 2026Aug 14, 2026
Aqr Capital Management LlcBuy+4,211—4,211$385.85KQ2 2026Aug 14, 2026
Vestmark Advisory Solutions, Inc.Sell-2,752-1.7%160,337$14.69MQ2 2026Aug 14, 2026
Quadrant Capital Group LlcSell-2,559-11.2%20,267$1.86MQ2 2026Aug 14, 2026
Means Investment Co., Inc.Buy+2,410—2,410$220.81KQ2 2026Aug 14, 2026
Silvercrest Asset Management Group LlcSell-2,250-18.0%10,250$939.21KQ2 2026Aug 14, 2026
Showing 30 of 233

Frequently asked questions about SMMD activity

  • Which institutional owners are buying SMMD?

    Institutional owners buying SMMD include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in SMMD activity?

    "Buy" means an investor increased their reported position in SMMD compared to the prior reporting period. This reflects growing exposure to ISHARES RUSSELL 2500 ETF (SMMD) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in SMMD increasing?

    Institutional interest in SMMD can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

SMMD Institutional Ownership Changes and 13F Activity Q2 2026 | InsiderSet