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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Sell | -11,674 | -4.2% | 264,669 | $24.25M | Q2 2026 | Sep 23, 2026 |
| Qrg Capital Management, Inc. | Buy | +5,443 | +41.7% | 18,494 | $1.69M | Q2 2026 | Sep 23, 2026 |
| Integrated Wealth Concepts Llc | Buy | +2,934 | — | 2,934 | $268.84K | Q2 2026 | Sep 09, 2026 |
| Corient Private Wealth Llc | Buy | +8,662 | +54.6% | 24,530 | $2.25M | Q2 2026 | Aug 27, 2026 |
| Mercer Global Advisors Inc | Buy | +13,174 | +257.3% | 18,295 | $1.68M | Q2 2026 | Aug 19, 2026 |
| Pure Financial Advisors, Llc | Buy | +24,249 | +37.6% | 88,733 | $8.13M | Q2 2026 | Aug 17, 2026 |
| Wellington Management Group Llp | Buy | +1,085,260 | — | 1,085,260 | $99.44M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -355,566 | -16.8% | 1,760,471 | $161.31M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +290,579 | +375.6% | 367,953 | $33.72M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +202,550 | +284.8% | 273,676 | $25.08M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +150,641 | — | 150,641 | $13.80M | Q2 2026 | Aug 14, 2026 |
| Dimension Capital Management Llc | Buy | +136,776 | +3732.0% | 140,441 | $12.87M | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Buy | +90,959 | +284.8% | 122,893 | $11.26M | Q2 2026 | Aug 14, 2026 |
| Coldstream Capital Management Inc | Sell | -84,295 | -10.9% | 690,732 | $63.29M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +76,235 | +214.9% | 111,704 | $10.23M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +51,822 | +11.6% | 496,885 | $45.53M | Q2 2026 | Aug 14, 2026 |
| Curi Capital, Llc | Buy | +47,778 | +30.7% | 203,409 | $18.64M | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, Llc | Sell | -14,992 | -14.7% | 86,866 | $7.96M | Q2 2026 | Aug 14, 2026 |
| Westwood Holdings Group Inc | Buy | +13,889 | +5.3% | 274,856 | $25.19M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +12,532 | +41.0% | 43,095 | $3.95M | Q2 2026 | Aug 14, 2026 |
| Chevy Chase Trust Holdings, Llc | Buy | +11,885 | — | 11,885 | $1.09M | Q2 2026 | Aug 14, 2026 |
| Talisman Wealth Advisors Llc | Buy | +10,168 | — | 10,168 | $2.23M | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, Llc | Sell | -9,069 | -1.4% | 650,970 | $59.65M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +5,818 | +74.7% | 13,608 | $1.24M | Q2 2026 | Aug 14, 2026 |
| Betterment Llc | Buy | +4,648 | +91.4% | 9,731 | $892.00K | Q2 2026 | Aug 14, 2026 |
| Aqr Capital Management Llc | Buy | +4,211 | — | 4,211 | $385.85K | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | Sell | -2,752 | -1.7% | 160,337 | $14.69M | Q2 2026 | Aug 14, 2026 |
| Quadrant Capital Group Llc | Sell | -2,559 | -11.2% | 20,267 | $1.86M | Q2 2026 | Aug 14, 2026 |
| Means Investment Co., Inc. | Buy | +2,410 | — | 2,410 | $220.81K | Q2 2026 | Aug 14, 2026 |
| Silvercrest Asset Management Group Llc | Sell | -2,250 | -18.0% | 10,250 | $939.21K | Q2 2026 | Aug 14, 2026 |
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.