iShares Russell 2500 ETF
SMMD
31 hedge funds and large institutions have $42.8M invested in iShares Russell 2500 ETF in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 4 reducing their positions, and 7 closing their positions.
175% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 4
57% more capital invested
Capital invested by funds: $27.3M → $42.8M (+$15.5M)
43% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 7
7% more funds holding
Funds holding: 29 → 31 (+2)
5.07% more ownership
Funds ownership: 35.48% → 40.55% (+5.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$9.68M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$4.45M |
| 3 |
SL
Stevard LLC
Chicago,
Illinois
|
+$3.48M |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$1.81M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$983K |
| 2 |
PCM
Palouse Capital Management
Spokane,
Washington
|
-$279K |
| 3 |
CA
Cetera Advisors
Denver,
Colorado
|
-$212K |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$133K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$63.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Osaic Holdings
Scottsdale,
Arizona
| $101K | +$17.7K | +396 | +21% |
|
27
Morgan Stanley
New York
| $58K | – | – | – |
|
|
PFO
28
Pathstone Family Office
Englewood,
New Jersey
| $25K | +$45 | +1 | +0.2% |
|
29
Fidelity Investments
Boston,
Massachusetts
| $2K | +$2.1K | +47 | New |
|
|
WT
30
Whittier Trust
South Pasadena,
California
| $1K | +$850 | +19 | New |
|
|
31
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$983K | -23,145 | Closed |
|
|
PCM
32
Palouse Capital Management
Spokane,
Washington
| – | -$279K | -6,575 | Closed |
|
|
CA
33
Cetera Advisors
Denver,
Colorado
| – | -$212K | -4,987 | Closed |
|
|
CAN
34
Cetera Advisor Networks
El Segundo,
California
| – | -$133K | -3,125 | Closed |
|
|
PAG
35
Private Advisor Group
Morristown,
New Jersey
| – | -$22K | -521 | Closed |
|
|
PA
36
Procyon Advisors
Shelton,
Connecticut
| – | -$12K | -293 | Closed |
|
37
JP Morgan Chase
New York
| – | -$4K | -100 | Closed |
|
38
Wells Fargo
San Francisco,
California
| – | +$45 | +1 | New |
|
SMMD Hedge Fund Activity: Q3 2020 in Review
31 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2500 ETF (SMMD) for Q3 2020, worth a combined $42.8M — up 57% from $27.3M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new SMMD positions and 7 closed out — a net gain of 3 holders — while 11 added to existing stakes and 4 trimmed.
The largest buyer was Brinker Capital Investments, opening a new position worth an estimated $9.68M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $983K sold.
- 31 institutional investors held iShares Russell 2500 ETF (SMMD) as of Q3 2020, up from 29 in Q2 2020.
- Funds reported $42.8M of iShares Russell 2500 ETF stock for Q3 2020, up 57% quarter-over-quarter.
- 10 funds opened new iShares Russell 2500 ETF positions in Q3 2020 and 7 closed out, a net change of +3 holders.
- The largest iShares Russell 2500 ETF buyer in Q3 2020 was Brinker Capital Investments, an estimated $9.68M added.
- The largest iShares Russell 2500 ETF seller in Q3 2020 was Susquehanna International Group, an estimated $983K sold.
Based on aggregated 13F filings for Q3 2020.