iShares Russell 2500 ETF
SMMD
24 hedge funds and large institutions have $16.8M invested in iShares Russell 2500 ETF in 2019 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
28% more capital invested
Capital invested by funds: $13.1M → $16.8M (+$3.7M)
20% more funds holding
Funds holding: 20 → 24 (+4)
14.17% more ownership
Funds ownership: 35.66% → 49.83% (+14%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
20% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.73M |
| 2 |
BC
Brinker Capital
Berwyn,
Pennsylvania
|
+$1.68M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$1.08M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$456K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$413K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WTB
Washington Trust Bank
Spokane,
Washington
|
-$1.21M |
| 2 |
Jane Street
New York
|
-$698K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$548K |
| 4 |
OBWP
O'Brien Wealth Partners
Waltham,
Massachusetts
|
-$38.7K |
| 5 |
DIP
DT Investment Partners
Chadds Ford,
Pennsylvania
|
-$6.36K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Wells Fargo
San Francisco,
California
| – | +$45 | +1 | +100% |
|
SMMD Hedge Fund Activity: Q3 2019 in Review
24 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2500 ETF (SMMD) for Q3 2019, worth a combined $16.8M — up 28% from $13.1M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new SMMD positions and 2 closed out — a net gain of 4 holders — while 4 added to existing stakes and 5 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.73M. The largest seller was Washington Trust Bank, exiting entirely with an estimated $1.21M sold.
- 24 institutional investors held iShares Russell 2500 ETF (SMMD) as of Q3 2019, up from 20 in Q2 2019.
- Funds reported $16.8M of iShares Russell 2500 ETF stock for Q3 2019, up 28% quarter-over-quarter.
- 6 funds opened new iShares Russell 2500 ETF positions in Q3 2019 and 2 closed out, a net change of +4 holders.
- The largest iShares Russell 2500 ETF buyer in Q3 2019 was Citadel Advisors, an estimated $1.73M added.
- The largest iShares Russell 2500 ETF seller in Q3 2019 was Washington Trust Bank, an estimated $1.21M sold.
Based on aggregated 13F filings for Q3 2019.