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iShares Russell 2500 ETF
SMMD

65 hedge funds and large institutions have $142M invested in iShares Russell 2500 ETF in 2021 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 6

85% more capital invested

Capital invested by funds: $76.7M → $142M (+$65.1M)

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

58% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 12

44% more funds holding

Funds holding: 45 → 65 (+20)

9.86% more ownership

Funds ownership: 42.21% → 52.07% (+9.9%)

Holders
65
Holders Change
+20
Holders Change %
+44.44%
% of All Funds
1.14%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
26
Increased
19
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCI
Brinker Capital Investments
Pennsylvania
+$13.1M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$12.3M
3
S
Surevest
California
+$6.7M
4
ARG
Advisory Resource Group
Oklahoma
+$5.14M
5
LFGH
Lee Financial Group Hawaii
Hawaii
+$3.84M

Top Sellers

1
SL
Stevard LLC
Illinois
-$6.27M
2
RJA
Raymond James & Associates
Florida
-$1.86M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.75M
4
FTUS
Flow Traders U.S.
New York
-$1.49M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$980K
Name Holding Trade Value Shares
Change 		Change in
Stake
WAP
51
Wealthcare Advisory Partners
Pennsylvania
$47K +$46.4K +750 New
HI
52
Harbour Investments
Wisconsin
$46K +$44.8K +725 New
SFA
53
Semmax Financial Advisors
North Carolina
$44K +$43.5K +703 New
William Blair & Company
54
William Blair & Company
Illinois
$27K +$26.9K +435 New
GWM
55
Geneos Wealth Management
Colorado
$21K – – –
RG
56
Retirement Group
California
$10K +$10.2K +165 New
APA
57
American Portfolios Advisors
New York
$8.18K +$8.04K +130 New
Fidelity Investments
58
Fidelity Investments
Massachusetts
$4K -$2.78K -45 -41%
SFS
59
Sowell Financial Services
Arkansas
$4K +$3.83K +62 New
APWA
60
Atlas Private Wealth Advisors
New Jersey
$4K +$3.96K +64 New
WT
61
Washington Trust
Rhode Island
$3K +$3.34K +54 New
WT
62
Whittier Trust
California
$2K – – –
Citigroup
63
Citigroup
New York
$1K +$927 +15 New
AIC
64
Ameritas Investment Company
Nebraska
$757 +$742 +12 New
SL
65
Stevard LLC
Illinois
– -$6.27M -110,469 Closed
Citadel Advisors
66
Citadel Advisors
Florida
– -$1.75M -30,836 Closed
FTUS
67
Flow Traders U.S.
New York
– -$1.49M -26,269 Closed
CA
68
Claro Advisors
Massachusetts
– -$301K -5,306 Closed
FNT
69
First Nebraska Trust
Nebraska
– -$221K -3,886 Closed
PFO
70
Pathstone Family Office
New Jersey
– -$32K -565 Closed
COCM
71
Charter Oak Capital Management
New Hampshire
– +$124 +2 New
1 2
3

SMMD Hedge Fund Activity: Q1 2021 in Review

65 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2500 ETF (SMMD) for Q1 2021, worth a combined $142M — up 85% from $76.7M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new SMMD positions and 6 closed out — a net gain of 20 holders — while 19 added to existing stakes and 12 trimmed.

The largest buyer was Brinker Capital Investments, opening a new position worth an estimated $13.1M. The largest seller was Stevard LLC, exiting entirely with an estimated $6.27M sold.

  • 65 institutional investors held iShares Russell 2500 ETF (SMMD) as of Q1 2021, up from 45 in Q4 2020.
  • Funds reported $142M of iShares Russell 2500 ETF stock for Q1 2021, up 85% quarter-over-quarter.
  • 26 funds opened new iShares Russell 2500 ETF positions in Q1 2021 and 6 closed out, a net change of +20 holders.
  • The largest iShares Russell 2500 ETF buyer in Q1 2021 was Brinker Capital Investments, an estimated $13.1M added.
  • The largest iShares Russell 2500 ETF seller in Q1 2021 was Stevard LLC, an estimated $6.27M sold.

Based on aggregated 13F filings for Q1 2021.