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iShares Russell 2500 ETF

173 hedge funds and large institutions have $803M invested in iShares Russell 2500 ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 61 increasing their positions, 63 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 13

9% more capital invested

Capital invested by funds: $736M → $803M (+$66.8M)

5% more funds holding

Funds holding: 164173 (+9)

1.23% more ownership

Funds ownership: 78.31%79.54% (+1.2%)

3% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 63

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
173
Holders Change
+9
Holders Change %
+5.49%
% of All Funds
2.48%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
23
Increased
61
Reduced
63
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAMG
26
CWA Asset Management Group
Florida
$8.89M +$8.56M +131,279 New
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$8.79M -$92K -1,410 -1%
SW
28
Simplicity Wealth
New Jersey
$7.77M +$5.88M +90,154 +366%
RJA
29
Raymond James & Associates
Florida
$7.16M +$3.75M +57,534 +119%
William Blair & Company
30
William Blair & Company
Illinois
$5.5M +$2.48M +38,034 +88%
Osaic Holdings
31
Osaic Holdings
Arizona
$5.29M -$1.23M -18,928 -20%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$5.03M +$35K +536 +0.7%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$4.88M -$3.55M -54,455 -43%
JJBC
34
James J. Burns & Company
New York
$4.86M +$139K +2,132 +3%
BFWA
35
Benchmark Financial Wealth Advisors
Florida
$4.49M +$359K +5,497 +9%
TF
36
Trek Financial
Arizona
$4.27M -$167K -2,563 -4%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$3.75M -$110K -1,689 -3%
WAP
38
Wealthcare Advisory Partners
Pennsylvania
$3.69M +$3.56M +54,526 New
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$3.64M -$268K -4,111 -7%
CFP
40
Catalyst Financial Partners
Massachusetts
$2.98M +$772K +11,828 +37%
Morgan Stanley
41
Morgan Stanley
New York
$2.96M +$334K +5,115 +13%
SAM
42
Smartleaf Asset Management
Massachusetts
$2.85M -$213K -3,263 -7%
Mariner
43
Mariner
Kansas
$2.64M +$29.1K +446 +1%
Baird Financial Group
44
Baird Financial Group
Wisconsin
$2.58M +$13K +199 +0.5%
OIA
45
OneDigital Investment Advisors
Kansas
$2.5M +$824K +12,638 +52%
ARG
46
Advisory Resource Group
Oklahoma
$2.46M -$13.7M -210,194 -85%
SWM
47
SigFig Wealth Management
California
$2.45M +$839K +12,865 +55%
CAM
48
Congress Asset Management
Massachusetts
$2.4M -$973K -14,907 -30%
RJFSA
49
Raymond James Financial Services Advisors
Florida
$2.12M +$817K +12,517 +67%
AAS
50
Avantax Advisory Services
Texas
$2.07M -$583K -8,933 -23%

SMMD Hedge Fund Activity: Q3 2024 in Review

173 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2500 ETF (SMMD) for Q3 2024, worth a combined $803M — up 9.1% from $736M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new SMMD positions and 13 closed out — a net gain of 10 holders — while 61 added to existing stakes and 63 trimmed.

The largest buyer was Fort Washington Investment Advisors, adding an estimated $29.4M. The largest seller was Coldstream Capital Management, cutting an estimated $20.6M.

  • 173 institutional investors held iShares Russell 2500 ETF (SMMD) as of Q3 2024, up from 164 in Q2 2024.
  • Funds reported $803M of iShares Russell 2500 ETF stock for Q3 2024, up 9.1% quarter-over-quarter.
  • 23 funds opened new iShares Russell 2500 ETF positions in Q3 2024 and 13 closed out, a net change of +10 holders.
  • The largest iShares Russell 2500 ETF buyer in Q3 2024 was Fort Washington Investment Advisors, an estimated $29.4M added.
  • The largest iShares Russell 2500 ETF seller in Q3 2024 was Coldstream Capital Management, an estimated $20.6M sold.

Based on aggregated 13F filings for Q3 2024.