13FBOX
Ishares Trust Russell 2500 Etf · 13F 机构持仓分析
期权收益计算器 机构排行
I

Ishares Trust Russell 2500 Etf

SMMD
持有机构数
262
机构合计市值 (Q2 2026)
$30.06亿
机构合计股数 (Q2 2026)
3,283.5万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+624.0万股
159 · 41 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-118.8万股
75 · 12 清仓 · ≈
⚖️ 净额
+505.2万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$30.06亿
持有机构数
262
新买入
41
加仓
118
减仓
63
清仓
12
持股不变
40
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
格伦米德信托GLENMEDE TRUST CO NA
1.94%1.65%#13$4.39亿479.1万股$3.37亿441.4万股+37.7万股+8.55%加仓
五三银行FIFTH THIRD BANCORP
0.52%0.43%#42$3.19亿348.0万股$2.34亿305.9万股+42.1万股+13.77%加仓
蒙特利尔银行BANK OF MONTREAL /CAN/
0.07%0.05%#98$2.13亿232.4万股$1.32亿173.0万股+59.3万股+34.29%加仓
美国银行BANK OF AMERICA CORP /DE/
0.01%0.01%#158$1.61亿176.0万股$1.62亿211.6万股-35.6万股-16.80%减仓
Fort Washington投资顾问FORT WASHINGTON INVESTMENT ADVISORS INC /OH/
0.67%0.61%#35$1.38亿150.5万股$1.15亿150.5万股00.00%持仓不变
惠灵顿管理集团WELLINGTON MANAGEMENT GROUP LLP
0.02%#137$9,944.2万108.5万股$00股+108.5万股新买入
富达投资FMR LLC
<0.01%<0.01%#185$9,919.5万108.3万股$7,179.9万94.0万股+14.2万股+15.12%加仓
中央信托CENTRAL TRUST Co
1.73%1.43%#16$9,588.7万104.6万股$7,250.8万95.0万股+9.7万股+10.19%加仓
Focus Partners财富Focus Partners Wealth
0.07%0.06%#96$7,112.7万77.6万股$5,830.8万76.4万股+1.3万股+1.64%加仓
瑞银集团UBS Group AG
0.01%0.01%#162$7,098.4万77.5万股$4,457.9万58.4万股+19.1万股+32.68%加仓
冷溪资本COLDSTREAM CAPITAL MANAGEMENT INC
0.51%0.73%#43$6,329.2万69.1万股$5,917.3万77.5万股-8.4万股-10.88%减仓
Cresset资产管理Cresset Asset Management, LLC
0.22%0.22%#60$5,964.8万65.1万股$5,038.3万66.0万股-9,069股-1.37%减仓
Wealthspire顾问Wealthspire Advisors, LLC
0.28%0.32%#53$5,155.3万56.3万股$4,125.4万54.0万股+2.2万股+4.12%加仓
Gerber Kawasaki Wealth & 投资管理Gerber Kawasaki Wealth & Investment Management
1.27%1.22%#19$4,758.3万51.9万股$3,838.7万50.2万股+1.7万股+3.38%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%0.01%#151$4,553.0万49.7万股$3,397.1万44.5万股+5.2万股+11.64%加仓
IMA Advisory Services, Inc.
2.82%#7$4,502.7万49.2万股$00股+49.2万股新买入
威廉·布莱尔BLAIR WILLIAM & CO/IL
0.11%0.09%#84$4,400.1万48.0万股$3,164.0万41.4万股+6.6万股+15.87%加仓
美国合众银行US BANCORP \DE\
0.04%0.04%#112$3,504.6万38.2万股$2,900.2万38.0万股+2,618股+0.69%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#216$3,437.6万37.8万股$2,539.5万34.4万股+3.3万股+9.65%加仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#201$3,371.6万36.8万股$590.8万7.7万股+29.1万股+375.55%加仓
Truist金融TRUIST FINANCIAL CORP
0.04%0.03%#111$3,238.6万35.3万股$2,307.9万30.2万股+5.1万股+16.92%加仓
Diesslin Group, Inc.
12.41%10.01%#2$3,216.2万35.1万股$2,223.3万29.1万股+6.0万股+20.54%加仓
LPL金融LPL Financial LLC
0.01%<0.01%#174$2,575.4万28.1万股$1,639.9万21.5万股+6.6万股+30.86%加仓
巴奇利·菲尔普斯财富Badgley Phelps Wealth Managers, LLC
0.45%#45$2,561.1万28.0万股$00股+28.0万股新买入
Westwood控股集团WESTWOOD HOLDINGS GROUP INC
0.19%0.15%#68$2,518.5万27.5万股$1,992.5万26.1万股+1.4万股+5.32%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.03%0.01%#123$2,507.9万27.4万股$543.1万7.1万股+20.3万股+284.78%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#176$2,425.2万26.5万股$2,101.6万27.6万股-1.2万股-4.22%减仓
财富关怀顾问Wealthcare Advisory Partners LLC
0.45%0.4%#46$2,358.3万25.7万股$2,074.9万27.2万股-1.4万股-5.30%减仓
CWA Asset Management 集团CWA Asset Management Group, LLC
0.57%0.49%#39$1,879.2万20.5万股$1,428.8万18.7万股+1.8万股+9.59%加仓
Curi资本Curi Capital, LLC
0.29%0.21%#52$1,863.8万20.3万股$1,188.2万15.6万股+4.8万股+30.70%加仓
Janney Montgomery Scott LLC
0.03%0.03%#118$1,736.7万19.0万股$1,010.8万13.2万股+5.7万股+43.16%加仓
Brio Consultants, LLC
1.89%1.82%#14$1,616.7万17.6万股$1,488.5万17.3万股+3,392股+1.96%加仓
SigFig 财富管理SigFig Wealth Management, LLC
0.43%0.35%#47$1,610.9万17.7万股$1,200.6万15.7万股+2.0万股+12.51%加仓
CATALYST FINANCIAL PARTNERS LLC
1.57%1.48%#17$1,583.2万17.3万股$1,253.6万16.4万股+8,586股+5.23%加仓
SFAM, LLC
12.66%12.44%#1$1,551.5万16.9万股$1,340.8万17.6万股-6,291股-3.58%减仓
Vestmark顾问方案Vestmark Advisory Solutions, Inc.
0.14%0.14%#77$1,469.2万16.0万股$1,245.2万16.3万股-2,752股-1.69%减仓
HARBOR CAPITAL ADVISORS, INC.
0.94%0.02%#25$1,382.8万15.1万股$28.0万3,668股+14.7万股+4,014.23%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#204$1,380.3万15.1万股$380.9万5.0万股+10.1万股+201.93%加仓
Berger Financial Group, Inc
0.67%0.61%#36$1,303.6万14.2万股$1,095.3万14.3万股-1,187股-0.83%减仓
DIMENSION CAPITAL MANAGEMENT LLC
1.5%0.04%#18$1,286.9万14.0万股$28.0万3,665股+13.7万股+3,731.95%加仓
Rossby Financial, LCC
2.29%1.99%#9$1,250.3万13.6万股$972.4万12.6万股+1.0万股+8.11%加仓
世界投资顾问World Investment Advisors
0.2%0.2%#62$1,242.6万16.3万股$1,245.1万16.3万股-319股-0.20%减仓
国会资产管理CONGRESS ASSET MANAGEMENT CO
0.08%0.13%#94$1,225.2万13.4万股$1,825.3万23.9万股-10.5万股-44.07%减仓
HighTower顾问HighTower Advisors, LLC
0.01%0.01%#154$1,174.3万12.8万股$735.6万9.6万股+3.2万股+33.03%加仓
CMH Wealth Management LLC
1.78%1.64%#15$1,165.0万12.7万股$954.8万12.5万股+2,087股+1.67%加仓
CIBC世界市场CIBC WORLD MARKET INC.
0.02%0.02%#136$1,126.9万12.3万股$940.3万12.3万股-170股-0.14%减仓
Cerity合伙人Cerity Partners LLC
0.01%<0.01%#147$1,126.1万12.3万股$243.8万3.2万股+9.1万股+284.83%加仓
ROGCO, LP
3.15%2.83%#6$1,027.8万11.2万股$848.3万11.1万股+1,054股+0.95%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#219$1,023.5万11.2万股$270.7万3.5万股+7.6万股+214.93%加仓
约翰逊投资顾问JOHNSON INVESTMENT COUNSEL INC
0.07%0.01%#95$1,016.5万11.1万股$132.4万1.7万股+9.4万股+539.60%加仓

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