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iShares Russell 2500 ETF

164 hedge funds and large institutions have $736M invested in iShares Russell 2500 ETF in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 69 increasing their positions, 51 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 8

35% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 51

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

16.75% more ownership

Funds ownership: 61.56%78.31% (+17%)

11% more capital invested

Capital invested by funds: $661M → $736M (+$75.3M)

6% more funds holding

Funds holding: 154164 (+10)

Holders
164
Holders Change
+10
Holders Change %
+6.49%
% of All Funds
2.37%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
21
Increased
69
Reduced
51
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
26
Brinker Capital Investments
Pennsylvania
$8.98M -$698K -11,090 -7%
OPS
27
Orion Portfolio Solutions
Nebraska
$8.98M -$698K -11,090 -7%
HighTower Advisors
28
HighTower Advisors
Illinois
$8.34M +$62.2K +989 +0.7%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$8.21M -$2.65M -42,052 -24%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$7.91M +$960K +15,257 +14%
Osaic Holdings
31
Osaic Holdings
Arizona
$6.07M +$1.98M +31,464 +48%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$4.62M +$6.67K +106 +0.1%
JJBC
33
James J. Burns & Company
New York
$4.36M +$2.8M +44,507 +177%
TF
34
Trek Financial
Arizona
$4.11M -$121K -1,926 -3%
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$3.95M +$3.23M +51,297 +432%
KAS
36
Kestra Advisory Services
Texas
$3.85M +$869K +13,808 +29%
BFWA
37
Benchmark Financial Wealth Advisors
Florida
$3.81M +$437K +6,954 +13%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$3.62M +$2.95M +46,932 +430%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$3.57M +$274K +4,359 +8%
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$3.57M
Schroder Investment Management Group
41
Schroder Investment Management Group
United Kingdom
$3.57M
CAM
42
Congress Asset Management
Massachusetts
$3.15M +$888K +14,120 +39%
RJA
43
Raymond James & Associates
Florida
$3.02M +$2.17M +34,472 +250%
Jane Street
44
Jane Street
New York
$2.86M +$2.87M +45,671 New
SAM
45
Smartleaf Asset Management
Massachusetts
$2.83M +$92.6K +1,472 +3%
William Blair & Company
46
William Blair & Company
Illinois
$2.7M +$2.05M +32,580 +309%
TRCT
47
Tower Research Capital (TRC)
New York
$2.58M +$2.39M +37,966 +1,168%
AAS
48
Avantax Advisory Services
Texas
$2.47M +$381K +6,057 +18%
Morgan Stanley
49
Morgan Stanley
New York
$2.42M +$908K +14,430 +60%
Mariner
50
Mariner
Kansas
$2.41M +$162K +2,579 +7%

SMMD Hedge Fund Activity: Q2 2024 in Review

164 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2500 ETF (SMMD) for Q2 2024, worth a combined $736M — up 11% from $661M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new SMMD positions and 8 closed out — a net gain of 13 holders — while 69 added to existing stakes and 51 trimmed.

The largest buyer was Fort Washington Investment Advisors, opening a new position worth an estimated $30.6M. The largest seller was Coldstream Capital Management, cutting an estimated $16.3M.

  • 164 institutional investors held iShares Russell 2500 ETF (SMMD) as of Q2 2024, up from 154 in Q1 2024.
  • Funds reported $736M of iShares Russell 2500 ETF stock for Q2 2024, up 11% quarter-over-quarter.
  • 21 funds opened new iShares Russell 2500 ETF positions in Q2 2024 and 8 closed out, a net change of +13 holders.
  • The largest iShares Russell 2500 ETF buyer in Q2 2024 was Fort Washington Investment Advisors, an estimated $30.6M added.
  • The largest iShares Russell 2500 ETF seller in Q2 2024 was Coldstream Capital Management, an estimated $16.3M sold.

Based on aggregated 13F filings for Q2 2024.