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iShares Russell 2500 ETF
SMMD

65 hedge funds and large institutions have $142M invested in iShares Russell 2500 ETF in 2021 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 6

85% more capital invested

Capital invested by funds: $76.7M → $142M (+$65.1M)

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

58% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 12

44% more funds holding

Funds holding: 45 → 65 (+20)

9.86% more ownership

Funds ownership: 42.21% → 52.07% (+9.9%)

Holders
65
Holders Change
+20
Holders Change %
+44.44%
% of All Funds
1.14%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
26
Increased
19
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCI
Brinker Capital Investments
Pennsylvania
+$13.1M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$12.3M
3
S
Surevest
California
+$6.7M
4
ARG
Advisory Resource Group
Oklahoma
+$5.14M
5
LFGH
Lee Financial Group Hawaii
Hawaii
+$3.84M

Top Sellers

1
SL
Stevard LLC
Illinois
-$6.27M
2
RJA
Raymond James & Associates
Florida
-$1.86M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.75M
4
FTUS
Flow Traders U.S.
New York
-$1.49M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$980K
Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
26
Avantax Advisory Services
Texas
$744K +$123K +1,986 +20%
CAN
27
Cetera Advisor Networks
California
$722K +$710K +11,483 New
SWM
28
Southern Wealth Management
Texas
$693K – – –
D
29
Diversified
Delaware
$690K +$679K +10,976 New
SBL
30
Sargent Bickham Lagudis
Colorado
$556K – – –
RJA
31
Raymond James & Associates
Florida
$522K -$1.86M -30,124 -78%
B
32
Bridgeworth
Alabama
$517K +$124 +2 +0%
SSWM
33
Smith Salley Wealth Management
North Carolina
$488K -$28.9K -467 -6%
Creative Planning
34
Creative Planning
Kansas
$482K +$474K +7,669 New
OWM
35
OneAscent Wealth Management
Alabama
$415K – – –
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$407K +$96.6K +1,563 +32%
Osaic Holdings
37
Osaic Holdings
Arizona
$405K -$10.5K -170 -3%
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$366K – – –
5L
39
55I LLC
Massachusetts
$308K +$303K +4,895 New
JWCA
40
J.W. Cole Advisors
Florida
$295K +$8.96K +145 +3%
IWS
41
Insight Wealth Strategies
California
$294K +$1.55K +25 +0.5%
FLPIM
42
F.L. Putnam Investment Management
Massachusetts
$259K +$4.58K +74 +2%
FCM
43
Firestone Capital Management
Florida
$252K – – –
DIP
44
DT Investment Partners
Pennsylvania
$221K -$69.1K -1,117 -24%
JMPWA
45
JP Morgan Private Wealth Advisors
California
$221K -$59K -954 -21%
DADC
46
D.A. Davidson & Co
Montana
$219K +$215K +3,485 New
SEP
47
Southland Equity Partners
Missouri
$216K +$212K +3,434 New
PAG
48
Private Advisor Group
New Jersey
$211K +$207K +3,354 New
SPP
49
Single Point Partners
Massachusetts
$206K +$200K +3,228 New
Morgan Stanley
50
Morgan Stanley
New York
$154K +$71.3K +1,153 +89%
1
2
3

SMMD Hedge Fund Activity: Q1 2021 in Review

65 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2500 ETF (SMMD) for Q1 2021, worth a combined $142M — up 85% from $76.7M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new SMMD positions and 6 closed out — a net gain of 20 holders — while 19 added to existing stakes and 12 trimmed.

The largest buyer was Brinker Capital Investments, opening a new position worth an estimated $13.1M. The largest seller was Stevard LLC, exiting entirely with an estimated $6.27M sold.

  • 65 institutional investors held iShares Russell 2500 ETF (SMMD) as of Q1 2021, up from 45 in Q4 2020.
  • Funds reported $142M of iShares Russell 2500 ETF stock for Q1 2021, up 85% quarter-over-quarter.
  • 26 funds opened new iShares Russell 2500 ETF positions in Q1 2021 and 6 closed out, a net change of +20 holders.
  • The largest iShares Russell 2500 ETF buyer in Q1 2021 was Brinker Capital Investments, an estimated $13.1M added.
  • The largest iShares Russell 2500 ETF seller in Q1 2021 was Stevard LLC, an estimated $6.27M sold.

Based on aggregated 13F filings for Q1 2021.