iShares Russell 2500 ETF
SMMD
19 hedge funds and large institutions have $17.7M invested in iShares Russell 2500 ETF in 2019 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 7 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 2
35% more capital invested
Capital invested by funds: $13.1M → $17.7M (+$4.61M)
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
6% more funds holding
Funds holding: 18 → 19 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6.38% less ownership
Funds ownership: 55.94% → 49.57% (-6.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LBD
Landsberg Bennett & Dubbaneh
Punta Gorda,
Florida
|
+$4.58M |
| 2 |
Jane Street
New York
|
+$1.24M |
| 3 |
BC
Brinker Capital
Berwyn,
Pennsylvania
|
+$974K |
| 4 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
+$880K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$532K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWF
Epstein & White Financial
San Diego,
California
|
-$1.78M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.7M |
| 3 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$823K |
| 4 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$527K |
| 5 |
DWA
Divergent Wealth Advisors
South Jordan,
Utah
|
-$298K |
SMMD Hedge Fund Activity: Q1 2019 in Review
19 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2500 ETF (SMMD) for Q1 2019, worth a combined $17.7M — up 35% from $13.1M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new SMMD positions and 7 closed out — a net gain of 1 holder — while 6 added to existing stakes and 2 trimmed.
The largest buyer was Landsberg Bennett & Dubbaneh, opening a new position worth an estimated $4.58M. The largest seller was Epstein & White Financial, exiting entirely with an estimated $1.78M sold.
- 19 institutional investors held iShares Russell 2500 ETF (SMMD) as of Q1 2019, up from 18 in Q4 2018.
- Funds reported $17.7M of iShares Russell 2500 ETF stock for Q1 2019, up 35% quarter-over-quarter.
- 8 funds opened new iShares Russell 2500 ETF positions in Q1 2019 and 7 closed out, a net change of +1 holder.
- The largest iShares Russell 2500 ETF buyer in Q1 2019 was Landsberg Bennett & Dubbaneh, an estimated $4.58M added.
- The largest iShares Russell 2500 ETF seller in Q1 2019 was Epstein & White Financial, an estimated $1.78M sold.
Based on aggregated 13F filings for Q1 2019.