iShares Russell 2500 ETF
SMMD
30 hedge funds and large institutions have $32.2M invested in iShares Russell 2500 ETF in 2019 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 3 closing their positions.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
92% more capital invested
Capital invested by funds: $16.8M → $32.2M (+$15.4M)
25% more funds holding
Funds holding: 24 → 30 (+6)
13.69% more ownership
Funds ownership: 49.83% → 63.52% (+14%)
0% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 6
Top Buyers
Top Sellers
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$1.08M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$674K |
| 3 |
FLPIM
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
-$325K |
| 4 |
Jane Street
New York
|
-$316K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$230K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MWP
26
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| $9K | – | – | – |
|
|
PA
27
Procyon Advisors
Shelton,
Connecticut
| $6K | +$6.14K | +133 | New |
|
28
JP Morgan Chase
New York
| $5K | – | – | – |
|
|
QCG
29
Quadrant Capital Group
Cincinnati,
Ohio
| $2K | +$2.12K | +46 | New |
|
|
30
AllianceBernstein
Nashville,
Tennessee
| – | -$1.08M | -24,180 | Closed |
|
|
FLPIM
31
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
| – | -$325K | -7,289 | Closed |
|
|
32
Jane Street
New York
| – | -$316K | -7,086 | Closed |
|
33
Wells Fargo
San Francisco,
California
| – | -$46 | -1 | -50% |
|
SMMD Hedge Fund Activity: Q4 2019 in Review
30 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2500 ETF (SMMD) for Q4 2019, worth a combined $32.2M — up 92% from $16.8M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new SMMD positions and 3 closed out — a net gain of 6 holders — while 6 added to existing stakes and 6 trimmed.
The largest buyer was Advisory Resource Group, adding an estimated $8.47M. The largest seller was AllianceBernstein, exiting entirely with an estimated $1.08M sold.
- 30 institutional investors held iShares Russell 2500 ETF (SMMD) as of Q4 2019, up from 24 in Q3 2019.
- Funds reported $32.2M of iShares Russell 2500 ETF stock for Q4 2019, up 92% quarter-over-quarter.
- 9 funds opened new iShares Russell 2500 ETF positions in Q4 2019 and 3 closed out, a net change of +6 holders.
- The largest iShares Russell 2500 ETF buyer in Q4 2019 was Advisory Resource Group, an estimated $8.47M added.
- The largest iShares Russell 2500 ETF seller in Q4 2019 was AllianceBernstein, an estimated $1.08M sold.
Based on aggregated 13F filings for Q4 2019.