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iShares Russell 2500 ETF
SMMD

97 hedge funds and large institutions have $273M invested in iShares Russell 2500 ETF in 2022 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 40 increasing their positions, 23 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

74% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 23

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

11% more capital invested

Capital invested by funds: $247M → $273M (+$26.1M)

9% more funds holding

Funds holding: 89 → 97 (+8)

5.5% more ownership

Funds ownership: 61.43% → 66.92% (+5.5%)

Holders
97
Holders Change
+8
Holders Change %
+8.99%
% of All Funds
1.53%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
24
Increased
40
Reduced
23
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PWS
Paragon Wealth Strategies
Florida
+$25.1M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.31M
3
CAM
Cresset Asset Management
Illinois
+$4.15M
4
LHC
Little House Capital
Massachusetts
+$3.4M
5
CCM
Coldstream Capital Management
Washington
+$2.68M

Top Sellers

Rank Fund Capital Flow
1
JMPWA
JP Morgan Private Wealth Advisors
California
-$10.8M
2
LPWM
Lake Point Wealth Management
Texas
-$5.75M
3
D
Diversified
Delaware
-$5.65M
4
Bank of America
Bank of America
North Carolina
-$4.37M
5
S
Surevest
California
-$2.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
26
Congress Wealth Management
Massachusetts
$2.38M +$820K +13,320 +54%
5L
27
55I LLC
Massachusetts
$2.15M +$1.3M +21,093 +157%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$2M -$210K -3,418 -10%
Mariner
29
Mariner
Kansas
$1.82M +$870K +14,134 +94%
LNC
30
Lincoln National Corp
Pennsylvania
$1.76M +$114K +1,857 +7%
BPA
31
Beacon Pointe Advisors
California
$1.61M +$1.59M +25,809 New
JIC
32
Johnson Investment Counsel
Ohio
$1.38M +$6.4K +104 +0.5%
AI
33
Atria Investments
North Carolina
$1.24M +$8.92K +145 +0.7%
MIC
34
Means Investment Company
Maine
$1.24M +$519K +8,440 +74%
JMPWA
35
JP Morgan Private Wealth Advisors
California
$1.16M -$10.8M -175,786 -90%
UWM
36
USAdvisors Wealth Management
Minnesota
$1.05M -$42K -683 -4%
HNB
37
Huntington National Bank
Ohio
$1.01M – – –
FTUS
38
Flow Traders U.S.
New York
$992K +$979K +15,909 New
RJFSA
39
Raymond James Financial Services Advisors
Florida
$977K +$730K +11,858 +311%
AAS
40
Avantax Advisory Services
Texas
$782K +$50.5K +821 +7%
PAG
41
Private Advisor Group
New Jersey
$778K +$176K +2,868 +30%
AWM
42
Apollon Wealth Management
South Carolina
$775K +$16K +260 +2%
MG
43
Mather Group
Illinois
$697K +$1.78K +29 +0.3%
PWM
44
Perigon Wealth Management
California
$682K +$1.42K +23 +0.2%
Creative Planning
45
Creative Planning
Kansas
$676K +$206K +3,350 +45%
JC
46
JB Capital
Connecticut
$583K +$372K +6,045 +184%
SWM
47
Southern Wealth Management
Texas
$570K +$562K +9,131 New
OWA
48
One Wealth Advisors
California
$565K +$557K +9,059 New
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$558K +$30.4K +494 +6%
RJA
50
Raymond James & Associates
Florida
$528K -$23K -374 -4%
1
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SMMD Hedge Fund Activity: Q1 2022 in Review

97 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2500 ETF (SMMD) for Q1 2022, worth a combined $273M — up 11% from $247M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SMMD positions and 13 closed out — a net gain of 11 holders — while 40 added to existing stakes and 23 trimmed.

The largest buyer was Paragon Wealth Strategies, opening a new position worth an estimated $25.1M. The largest seller was JP Morgan Private Wealth Advisors, cutting an estimated $10.8M.

  • 97 institutional investors held iShares Russell 2500 ETF (SMMD) as of Q1 2022, up from 89 in Q4 2021.
  • Funds reported $273M of iShares Russell 2500 ETF stock for Q1 2022, up 11% quarter-over-quarter.
  • 24 funds opened new iShares Russell 2500 ETF positions in Q1 2022 and 13 closed out, a net change of +11 holders.
  • The largest iShares Russell 2500 ETF buyer in Q1 2022 was Paragon Wealth Strategies, an estimated $25.1M added.
  • The largest iShares Russell 2500 ETF seller in Q1 2022 was JP Morgan Private Wealth Advisors, an estimated $10.8M sold.

Based on aggregated 13F filings for Q1 2022.