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iShares Russell 2500 ETF
SMMD

Overview Fund Activity

44 hedge funds and large institutions have $76.5M invested in iShares Russell 2500 ETF in 2020 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 16 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
+13
Holders Change %
+41.94%
% of All Funds
0.78%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
16
Increased
16
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EWF
1
Epstein & White Financial
California
$9.85M
2
LFGH
2
Lee Financial Group Hawaii
Hawaii
$5.88M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3.03M
4
LPL Financial
4
LPL Financial
California
$3.6M
5
RJA
5
Raymond James & Associates
Florida
$2.18M

Top Sellers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$0
2
TRCT
2
Tower Research Capital (TRC)
New York
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.41M
4
US Bancorp
4
US Bancorp
Minnesota
$8.13M
5
SL
5
Stevard LLC
Illinois
$6.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
B
26
Bridgeworth
Alabama
$467K +$397 +7 +0.1%
SSWM
27
Smith Salley Wealth Management
North Carolina
$467K +$467K +8,221 New
Osaic Holdings
28
Osaic Holdings
Arizona
$375K +$247K +4,355 +193%
OWM
29
OneAscent Wealth Management
Alabama
$374K +$374K +6,597 New
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$366K – – –
CA
31
Claro Advisors
Massachusetts
$301K -$13.9K -245 -4%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$279K +$11.9K +210 +4%
DIP
33
DT Investment Partners
Pennsylvania
$263K -$93.6K -1,651 -26%
IWS
34
Insight Wealth Strategies
California
$263K +$1.19K +21 +0.5%
JWCA
35
J.W. Cole Advisors
Florida
$258K +$258K +4,545 New
JPMPWA
36
J.P. Morgan Private Wealth Advisors
California
$254K +$254K +4,466 New
FLPIM
37
F.L. Putnam Investment Management
Massachusetts
$229K +$229K +4,037 New
FCM
38
Firestone Capital Management
Florida
$227K – – –
Morgan Stanley
39
Morgan Stanley
New York
$74K – – –
PFO
40
Pathstone Family Office
New Jersey
$32K – – –
GWM
41
Geneos Wealth Management
Colorado
$20K +$20K +330 New
Fidelity Investments
42
Fidelity Investments
Massachusetts
$6K +$3.41K +62 +132%
WT
43
Whittier Trust
California
$2K +$690 +10 +53%
BCI
44
Brinker Capital Investments
Pennsylvania
– -$9.68M -216,223 Closed
TRCT
45
Tower Research Capital (TRC)
New York
– -$1.81M -40,395 Closed
OFS
46
OneAscent Financial Services
Alabama
– -$288K -6,424 Closed
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