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iShares Russell 2500 ETF
SMMD

101 hedge funds and large institutions have $279M invested in iShares Russell 2500 ETF in 2022 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 45 increasing their positions, 25 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 25

19% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 16

1% more funds holding

Funds holding: 100 → 101 (+1)

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

3% less capital invested

Capital invested by funds: $288M → $279M (-$9.31M)

2.45% less ownership

Funds ownership: 68.69% → 66.24% (-2.5%)

Holders
101
Holders Change
+1
Holders Change %
+1%
% of All Funds
1.74%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
19
Increased
45
Reduced
25
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$18.1M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11.1M
3
LFGH
Lee Financial Group Hawaii
Hawaii
+$7.48M
4
CG
Colony Group
Massachusetts
+$6.35M
5
HighTower Advisors
HighTower Advisors
Illinois
+$2.72M

Top Sellers

1
Truist Financial
Truist Financial
North Carolina
-$9.68M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.53M
3
JPG
Jordan Park Group
California
-$2.1M
4
CL
CPWM LLC
Washington
-$1.24M
5
FA
FDx Advisors
Illinois
-$1.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$2.56M +$247K +4,483 +10%
AI
27
Atria Investments
North Carolina
$2.13M -$307K -5,565 -12%
Osaic Holdings
28
Osaic Holdings
Arizona
$2.07M -$194K -3,510 -8%
Mariner
29
Mariner
Kansas
$1.97M +$906K +16,404 +71%
Citadel Advisors
30
Citadel Advisors
Florida
$1.88M +$2.08M +37,694 New
LNC
31
Lincoln National Corp
Pennsylvania
$1.79M -$699K -12,657 -26%
MIC
32
Means Investment Company
Maine
$1.42M +$203K +3,679 +15%
EBA
33
Eagle Bay Advisors
New York
$1.31M +$30K +543 +2%
5L
34
55I LLC
Massachusetts
$1.2M -$8.94K -162 -0.7%
JIC
35
Johnson Investment Counsel
Ohio
$1.14M – – –
JMPWA
36
JP Morgan Private Wealth Advisors
California
$1.1M +$579K +10,481 +90%
BPA
37
Beacon Pointe Advisors
California
$927K -$486K -8,810 -32%
UWM
38
USAdvisors Wealth Management
Minnesota
$860K +$38.4K +696 +4%
MML Investors Services
39
MML Investors Services
Massachusetts
$819K -$340K -6,162 -27%
HNB
40
Huntington National Bank
Ohio
$808K – – –
TRCT
41
Tower Research Capital (TRC)
New York
$768K +$852K +15,436 New
JJBC
42
James J. Burns & Company
New York
$737K +$818K +14,813 New
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$705K +$24.9K +451 +3%
B
44
Bridgeworth
Alabama
$699K -$192K -3,474 -20%
SWM
45
Southern Wealth Management
Texas
$694K +$98.4K +1,782 +16%
AWE
46
Avidian Wealth Enterprises
Texas
$685K +$4.2K +76 +0.6%
PAG
47
Private Advisor Group
New Jersey
$658K +$95.7K +1,733 +15%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$656K +$251K +4,552 +53%
AWM
49
Apollon Wealth Management
South Carolina
$618K – – –
COCM
50
Charter Oak Capital Management
New Hampshire
$598K +$376K +6,806 +131%
1
2
3 4 5

SMMD Hedge Fund Activity: Q3 2022 in Review

101 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2500 ETF (SMMD) for Q3 2022, worth a combined $279M — down 3.2% from $288M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new SMMD positions and 16 closed out — a net gain of 3 holders — while 45 added to existing stakes and 25 trimmed.

The largest buyer was UBS Group, adding an estimated $18.1M. The largest seller was Truist Financial, cutting an estimated $9.68M.

  • 101 institutional investors held iShares Russell 2500 ETF (SMMD) as of Q3 2022, up from 100 in Q2 2022.
  • Funds reported $279M of iShares Russell 2500 ETF stock for Q3 2022, down 3.2% quarter-over-quarter.
  • 19 funds opened new iShares Russell 2500 ETF positions in Q3 2022 and 16 closed out, a net change of +3 holders.
  • The largest iShares Russell 2500 ETF buyer in Q3 2022 was UBS Group, an estimated $18.1M added.
  • The largest iShares Russell 2500 ETF seller in Q3 2022 was Truist Financial, an estimated $9.68M sold.

Based on aggregated 13F filings for Q3 2022.