iShares Russell 2500 ETF
SMMD
66 hedge funds and large institutions have $219M invested in iShares Russell 2500 ETF in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 14 reducing their positions, and 8 closing their positions.
107% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 14
38% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 8
11% more capital invested
Capital invested by funds: $196M → $219M (+$22.6M)
3.09% more ownership
Funds ownership: 61.43% → 64.51% (+3.1%)
2% more funds holding
Funds holding: 65 → 66 (+1)
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$13M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$7.19M |
| 3 |
HWMA
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
+$5.48M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.4M |
| 5 |
D
Diversified
Wilmington,
Delaware
|
+$1.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$2.38M |
| 2 |
ARG
Advisory Resource Group
Tulsa,
Oklahoma
|
-$1.51M |
| 3 |
SBL
Sargent Bickham Lagudis
Boulder,
Colorado
|
-$869K |
| 4 |
LPL Financial
San Diego,
California
|
-$643K |
| 5 |
DWP
Destiny Wealth Partners
Tavares,
Florida
|
-$481K |
SMMD Hedge Fund Activity: Q3 2021 in Review
66 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2500 ETF (SMMD) for Q3 2021, worth a combined $219M — up 11% from $196M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new SMMD positions and 8 closed out — a net gain of 3 holders — while 29 added to existing stakes and 14 trimmed.
The largest buyer was Mercer Global Advisors, opening a new position worth an estimated $13M. The largest seller was Goldman Sachs, exiting entirely with an estimated $2.38M sold.
- 66 institutional investors held iShares Russell 2500 ETF (SMMD) as of Q3 2021, up from 65 in Q2 2021.
- Funds reported $219M of iShares Russell 2500 ETF stock for Q3 2021, up 11% quarter-over-quarter.
- 11 funds opened new iShares Russell 2500 ETF positions in Q3 2021 and 8 closed out, a net change of +3 holders.
- The largest iShares Russell 2500 ETF buyer in Q3 2021 was Mercer Global Advisors, an estimated $13M added.
- The largest iShares Russell 2500 ETF seller in Q3 2021 was Goldman Sachs, an estimated $2.38M sold.
Based on aggregated 13F filings for Q3 2021.