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iShares Russell 2500 ETF
SMMD

29 hedge funds and large institutions have $27.3M invested in iShares Russell 2500 ETF in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 7

28% more capital invested

Capital invested by funds: $21.3M → $27.3M (+$6.01M)

12% less funds holding

Funds holding: 33 → 29 (-4)

19.3% less ownership

Funds ownership: 54.78% → 35.48% (-19%)

33% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 12

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
29
Holders Change
-4
Holders Change %
-12.12%
% of All Funds
0.59%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
9
Reduced
7
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
US Bancorp
US Bancorp
Minnesota
+$3.84M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$905K
3
Bank of America
Bank of America
North Carolina
+$767K
4
SWM
Southern Wealth Management
Texas
+$429K
5
PCM
Palouse Capital Management
Washington
+$257K

Top Sellers

Rank Fund Capital Flow
1
OBWP
O'Brien Wealth Partners
Massachusetts
-$2M
2
KPWG
KFA Private Wealth Group
Virginia
-$606K
3
TAM
Tocqueville Asset Management
New York
-$540K
4
Goldman Sachs
Goldman Sachs
New York
-$444K
5
Citadel Advisors
Citadel Advisors
Florida
-$391K
Name Holding Trade Value Shares
Change 		Change in
Stake
PFO
26
Pathstone Family Office
New Jersey
$24K +$39 +1 +0.2%
PAG
27
Private Advisor Group
New Jersey
$22K +$20.4K +521 New
PA
28
Procyon Advisors
Connecticut
$12K -$76.4K -1,955 -87%
JP Morgan Chase
29
JP Morgan Chase
New York
$4K – – –
OBWP
30
O'Brien Wealth Partners
Massachusetts
– -$2M -62,389 Closed
KPWG
31
KFA Private Wealth Group
Virginia
– -$606K -18,019 Closed
TAM
32
Tocqueville Asset Management
New York
– -$540K -16,055 Closed
Goldman Sachs
33
Goldman Sachs
New York
– -$444K -13,200 Closed
Citadel Advisors
34
Citadel Advisors
Florida
– -$391K -11,636 Closed
EAM
35
Eagle Asset Management
Florida
– -$321K -9,555 Closed
AI
36
Atria Investments
North Carolina
– -$261K -7,770 Closed
WA
37
Wealth Alliance
New York
– -$261K -7,770 Closed
WT
38
Whittier Trust
California
– -$177K -5,277 Closed
CCM
39
Cribstone Capital Management
Maine
– -$9K -259 Closed
QCG
40
Quadrant Capital Group
Ohio
– -$2K -46 Closed
Wells Fargo
41
Wells Fargo
California
– -$39 -1 Closed
1
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SMMD Hedge Fund Activity: Q2 2020 in Review

29 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2500 ETF (SMMD) for Q2 2020, worth a combined $27.3M — up 28% from $21.3M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of SMMD and 8 opened new positions — a net loss of 4 holders — while 7 trimmed existing stakes and 9 added.

The largest buyer was US Bancorp, adding an estimated $3.84M. The largest seller was O'Brien Wealth Partners, exiting entirely with an estimated $2M sold.

  • 29 institutional investors held iShares Russell 2500 ETF (SMMD) as of Q2 2020, down from 33 in Q1 2020.
  • Funds reported $27.3M of iShares Russell 2500 ETF stock for Q2 2020, up 28% quarter-over-quarter.
  • 8 funds opened new iShares Russell 2500 ETF positions in Q2 2020 and 12 closed out, a net change of -4 holders.
  • The largest iShares Russell 2500 ETF buyer in Q2 2020 was US Bancorp, an estimated $3.84M added.
  • The largest iShares Russell 2500 ETF seller in Q2 2020 was O'Brien Wealth Partners, an estimated $2M sold.

Based on aggregated 13F filings for Q2 2020.