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iShares Russell 2500 ETF
SMMD

Overview Fund Activity

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 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
+21
Holders Change %
+47.73%
% 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
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$13.3M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$12.5M
3
S
3
Surevest
California
$6.82M
4
ARG
4
Advisory Resource Group
Oklahoma
$8.19M
5
LFGH
5
Lee Financial Group Hawaii
Hawaii
$10.4M

Top Sellers

1
SL
1
Stevard LLC
Illinois
$0
2
RJA
2
Raymond James & Associates
Florida
$522K
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
FTUS
4
Flow Traders U.S.
New York
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
26
Avantax Advisory Services
Texas
$744K +$125K +1,986 +20%
CAN
27
Cetera Advisor Networks
California
$722K +$722K +11,483 New
SWM
28
Southern Wealth Management
Texas
$693K – – –
D
29
Diversified
Delaware
$690K +$690K +10,976 New
SBL
30
Sargent Bickham Lagudis
Colorado
$556K – – –
RJA
31
Raymond James & Associates
Florida
$522K -$1.9M -30,124 -78%
B
32
Bridgeworth
Alabama
$517K +$126 +2 +0%
SSWM
33
Smith Salley Wealth Management
North Carolina
$488K -$29.4K -467 -6%
Creative Planning
34
Creative Planning
Kansas
$482K +$482K +7,669 New
OWM
35
OneAscent Wealth Management
Alabama
$415K – – –
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$407K +$98.2K +1,563 +32%
Osaic Holdings
37
Osaic Holdings
Arizona
$405K -$10.7K -170 -3%
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$366K – – –
5L
39
55I LLC
Massachusetts
$308K +$308K +4,895 New
JWCA
40
J.W. Cole Advisors
Florida
$295K +$9.12K +145 +3%
IWS
41
Insight Wealth Strategies
California
$294K +$1.58K +25 +0.5%
FLPIM
42
F.L. Putnam Investment Management
Massachusetts
$259K +$4.66K +74 +2%
FCM
43
Firestone Capital Management
Florida
$252K – – –
DIP
44
DT Investment Partners
Pennsylvania
$221K -$70.1K -1,117 -24%
JPMPWA
45
J.P. Morgan Private Wealth Advisors
California
$221K -$60K -954 -21%
DADC
46
D.A. Davidson & Co
Montana
$219K +$219K +3,485 New
SEP
47
Southland Equity Partners
Missouri
$216K +$216K +3,434 New
PAG
48
Private Advisor Group
New Jersey
$211K +$211K +3,354 New
SPP
49
Single Point Partners
Massachusetts
$206K +$206K +3,228 New
Morgan Stanley
50
Morgan Stanley
New York
$154K +$72.4K +1,153 +89%
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