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iShares Russell 2500 ETF
SMMD

65 hedge funds and large institutions have $196M invested in iShares Russell 2500 ETF in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 10 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 10

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

38% more capital invested

Capital invested by funds: $142M → $196M (+$54.5M)

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

9.36% more ownership

Funds ownership: 52.07% → 61.43% (+9.4%)

0% more funds holding

Funds holding: 65 → 65 (0)

Holders
65
Holders Change
–
Holders Change %
0%
% of All Funds
1.13%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
12
Increased
34
Reduced
10
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HWMA
Heritage Wealth Management (Arizona)
Arizona
+$4.01M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.94M
3
LHC
Little House Capital
Massachusetts
+$2.89M
4
S
Surevest
California
+$2.72M
5
Bank of America
Bank of America
North Carolina
+$2.69M

Top Sellers

Rank Fund Capital Flow
1
TRCT
Tower Research Capital (TRC)
New York
-$2.71M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.02M
3
LFGH
Lee Financial Group Hawaii
Hawaii
-$1.65M
4
SSWM
Smith Salley Wealth Management
North Carolina
-$488K
5
TPWA
TRUE Private Wealth Advisors
Oregon
-$472K
Name Holding Trade Value Shares
Change 		Change in
Stake
SBL
26
Sargent Bickham Lagudis
Colorado
$1.09M +$496K +7,628 +86%
HNB
27
Huntington National Bank
Ohio
$1.08M – – –
RJA
28
Raymond James & Associates
Florida
$808K +$254K +3,904 +47%
AWM
29
Apollon Wealth Management
South Carolina
$805K – – –
AAS
30
Avantax Advisory Services
Texas
$794K +$13.2K +203 +2%
SWM
31
Southern Wealth Management
Texas
$724K +$3.12K +48 +0.4%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$670K -$2.02M -30,984 -75%
PAG
33
Private Advisor Group
New Jersey
$602K +$373K +5,741 +171%
B
34
Bridgeworth
Alabama
$545K +$130 +2 +0%
Creative Planning
35
Creative Planning
Kansas
$496K -$11.8K -182 -2%
TPWA
36
TRUE Private Wealth Advisors
Oregon
$493K -$472K -7,263 -49%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$462K +$32.7K +503 +8%
SPC
38
Sigma Planning Corp
Michigan
$431K +$423K +6,502 New
JMPWA
39
JP Morgan Private Wealth Advisors
California
$386K +$150K +2,310 +66%
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$366K – – –
JWCA
41
J.W. Cole Advisors
Florida
$326K +$14.9K +229 +5%
5L
42
55I LLC
Massachusetts
$324K – – –
FLPIM
43
F.L. Putnam Investment Management
Massachusetts
$323K +$50K +769 +19%
IWS
44
Insight Wealth Strategies
California
$317K +$7.74K +119 +3%
ASN
45
Advisory Services Network
Georgia
$276K +$271K +4,171 New
FCM
46
Firestone Capital Management
Florida
$265K – – –
Wells Fargo
47
Wells Fargo
California
$252K +$247K +3,799 +379,900%
SEP
48
Southland Equity Partners
Missouri
$227K – – –
DIP
49
DT Investment Partners
Pennsylvania
$226K -$7.54K -116 -3%
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$210K +$206K +3,175 New
1
2
3

SMMD Hedge Fund Activity: Q2 2021 in Review

65 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2500 ETF (SMMD) for Q2 2021, worth a combined $196M — up 38% from $142M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new SMMD positions and 10 closed out — a net gain of 2 holders — while 34 added to existing stakes and 10 trimmed.

The largest buyer was Heritage Wealth Management (Arizona), adding an estimated $4.01M. The largest seller was Tower Research Capital (TRC), exiting entirely with an estimated $2.71M sold.

  • 65 institutional investors held iShares Russell 2500 ETF (SMMD) as of Q2 2021, unchanged from Q1 2021.
  • Funds reported $196M of iShares Russell 2500 ETF stock for Q2 2021, up 38% quarter-over-quarter.
  • 12 funds opened new iShares Russell 2500 ETF positions in Q2 2021 and 10 closed out, a net change of +2 holders.
  • The largest iShares Russell 2500 ETF buyer in Q2 2021 was Heritage Wealth Management (Arizona), an estimated $4.01M added.
  • The largest iShares Russell 2500 ETF seller in Q2 2021 was Tower Research Capital (TRC), an estimated $2.71M sold.

Based on aggregated 13F filings for Q2 2021.