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iShares Russell 2500 ETF
SMMD

66 hedge funds and large institutions have $219M invested in iShares Russell 2500 ETF in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 14

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

11% more capital invested

Capital invested by funds: $196M → $219M (+$22.6M)

3.09% more ownership

Funds ownership: 61.43% → 64.51% (+3.1%)

2% more funds holding

Funds holding: 65 → 66 (+1)

29% less funds holding in top 10

Funds holding in top 10: 7 → 5 (-2)

Holders
66
Holders Change
+1
Holders Change %
+1.54%
% of All Funds
1.16%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
11
Increased
29
Reduced
14
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$13M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$7.19M
3
HWMA
Heritage Wealth Management (Arizona)
Arizona
+$5.48M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.4M
5
D
Diversified
Delaware
+$1.72M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$2.38M
2
ARG
Advisory Resource Group
Oklahoma
-$1.51M
3
SBL
Sargent Bickham Lagudis
Colorado
-$869K
4
LPL Financial
LPL Financial
California
-$643K
5
DWP
Destiny Wealth Partners
Florida
-$481K
Name Holding Trade Value Shares
Change 		Change in
Stake
UWM
26
USAdvisors Wealth Management
Minnesota
$1.13M +$67.9K +1,042 +6%
HNB
27
Huntington National Bank
Ohio
$1.04M – – –
CAM
28
Cresset Asset Management
Illinois
$818K +$830K +12,737 New
AWM
29
Apollon Wealth Management
South Carolina
$781K – – –
AAS
30
Avantax Advisory Services
Texas
$753K -$19.7K -302 -3%
SWM
31
Southern Wealth Management
Texas
$711K – – –
PAG
32
Private Advisor Group
New Jersey
$617K +$33.6K +515 +6%
5L
33
55I LLC
Massachusetts
$579K +$268K +4,119 +84%
RJA
34
Raymond James & Associates
Florida
$552K -$235K -3,604 -30%
B
35
Bridgeworth
Alabama
$522K -$5.93K -91 -1%
Creative Planning
36
Creative Planning
Kansas
$481K – – –
TPWA
37
TRUE Private Wealth Advisors
Oregon
$480K +$2.15K +33 +0.4%
JC
38
JB Capital
Connecticut
$475K +$482K +7,400 New
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$467K +$18.9K +290 +4%
OWM
40
OneAscent Wealth Management
Alabama
$430K +$436K +6,697 New
SPC
41
Sigma Planning Corp
Michigan
$418K +$326 +5 +0.1%
JMPWA
42
JP Morgan Private Wealth Advisors
California
$374K +$195 +3 +0.1%
PWM
43
Perigon Wealth Management
California
$367K +$373K +5,718 New
FLPIM
44
F.L. Putnam Investment Management
Massachusetts
$355K +$42.7K +655 +13%
Osaic Holdings
45
Osaic Holdings
Arizona
$325K +$144K +2,213 +78%
IWS
46
Insight Wealth Strategies
California
$308K +$1.11K +17 +0.4%
ASN
47
Advisory Services Network
Georgia
$305K +$38.2K +586 +14%
FCM
48
Firestone Capital Management
Florida
$265K – – –
RJFSA
49
Raymond James Financial Services Advisors
Florida
$251K +$254K +3,902 New
SEP
50
Southland Equity Partners
Missouri
$220K – – –
1
2
3

SMMD Hedge Fund Activity: Q3 2021 in Review

66 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2500 ETF (SMMD) for Q3 2021, worth a combined $219M — up 11% from $196M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SMMD positions and 8 closed out — a net gain of 3 holders — while 29 added to existing stakes and 14 trimmed.

The largest buyer was Mercer Global Advisors, opening a new position worth an estimated $13M. The largest seller was Goldman Sachs, exiting entirely with an estimated $2.38M sold.

  • 66 institutional investors held iShares Russell 2500 ETF (SMMD) as of Q3 2021, up from 65 in Q2 2021.
  • Funds reported $219M of iShares Russell 2500 ETF stock for Q3 2021, up 11% quarter-over-quarter.
  • 11 funds opened new iShares Russell 2500 ETF positions in Q3 2021 and 8 closed out, a net change of +3 holders.
  • The largest iShares Russell 2500 ETF buyer in Q3 2021 was Mercer Global Advisors, an estimated $13M added.
  • The largest iShares Russell 2500 ETF seller in Q3 2021 was Goldman Sachs, an estimated $2.38M sold.

Based on aggregated 13F filings for Q3 2021.