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iShares Russell 2500 ETF
SMMD

97 hedge funds and large institutions have $273M invested in iShares Russell 2500 ETF in 2022 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 40 increasing their positions, 23 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

74% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 23

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

11% more capital invested

Capital invested by funds: $247M → $273M (+$26.1M)

9% more funds holding

Funds holding: 89 → 97 (+8)

5.5% more ownership

Funds ownership: 61.43% → 66.92% (+5.5%)

Holders
97
Holders Change
+8
Holders Change %
+8.99%
% of All Funds
1.53%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
24
Increased
40
Reduced
23
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PWS
Paragon Wealth Strategies
Florida
+$25.1M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.31M
3
CAM
Cresset Asset Management
Illinois
+$4.15M
4
LHC
Little House Capital
Massachusetts
+$3.4M
5
CCM
Coldstream Capital Management
Washington
+$2.68M

Top Sellers

Rank Fund Capital Flow
1
JMPWA
JP Morgan Private Wealth Advisors
California
-$10.8M
2
LPWM
Lake Point Wealth Management
Texas
-$5.75M
3
D
Diversified
Delaware
-$5.65M
4
Bank of America
Bank of America
North Carolina
-$4.37M
5
S
Surevest
California
-$2.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
B
51
Bridgeworth
Alabama
$510K +$492 +8 +0.1%
STAS
52
Strong Tower Advisory Services
Minnesota
$485K +$104K +1,697 +28%
TB
53
Treynor Bancshares
Iowa
$437K +$431 +7 +0.1%
SCA
54
Spearhead Capital Advisors
Florida
$427K +$421K +6,849 New
Citadel Advisors
55
Citadel Advisors
Florida
$406K -$138K -2,238 -26%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$404K -$49.2K -799 -11%
OWM
57
OneAscent Wealth Management
Alabama
$396K +$391K +6,347 New
FLPIM
58
F.L. Putnam Investment Management
Massachusetts
$376K +$28.5K +464 +8%
MML Investors Services
59
MML Investors Services
Massachusetts
$367K +$362K +5,878 New
APWA
60
Atlas Private Wealth Advisors
New Jersey
$358K +$67.5K +1,097 +24%
ASN
61
Advisory Services Network
Georgia
$335K -$3.26K -53 -1%
D
62
Dentgroup
Louisiana
$331K +$327K +5,308 New
TPWA
63
TRUE Private Wealth Advisors
Oregon
$319K -$117K -1,894 -26%
Morgan Stanley
64
Morgan Stanley
New York
$310K +$33.2K +540 +12%
JWCA
65
J.W. Cole Advisors
Florida
$298K -$8.86K -144 -3%
AWE
66
Avidian Wealth Enterprises
Texas
$272K -$26.5K -430 -9%
KCA
67
Karn Couzens & Associates
Connecticut
$272K +$30K +488 +13%
MAG
68
Mayfair Advisory Group
Alabama
$265K +$260K +4,230 New
FCM
69
Firestone Capital Management
Florida
$250K – – –
AWS
70
Atria Wealth Solutions
New York
$250K +$246K +4,002 New
WA
71
Wealth Alliance
New York
$240K +$237K +3,855 New
MFG
72
Menard Financial Group
Texas
$229K +$226K +3,668 New
PA
73
PFG Advisors
Arizona
$218K +$15.9K +258 +8%
SEP
74
Southland Equity Partners
Missouri
$214K – – –
EFS
75
Essex Financial Services
Connecticut
$202K +$199K +3,231 New
1 2
3
4 5

SMMD Hedge Fund Activity: Q1 2022 in Review

97 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2500 ETF (SMMD) for Q1 2022, worth a combined $273M — up 11% from $247M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SMMD positions and 13 closed out — a net gain of 11 holders — while 40 added to existing stakes and 23 trimmed.

The largest buyer was Paragon Wealth Strategies, opening a new position worth an estimated $25.1M. The largest seller was JP Morgan Private Wealth Advisors, cutting an estimated $10.8M.

  • 97 institutional investors held iShares Russell 2500 ETF (SMMD) as of Q1 2022, up from 89 in Q4 2021.
  • Funds reported $273M of iShares Russell 2500 ETF stock for Q1 2022, up 11% quarter-over-quarter.
  • 24 funds opened new iShares Russell 2500 ETF positions in Q1 2022 and 13 closed out, a net change of +11 holders.
  • The largest iShares Russell 2500 ETF buyer in Q1 2022 was Paragon Wealth Strategies, an estimated $25.1M added.
  • The largest iShares Russell 2500 ETF seller in Q1 2022 was JP Morgan Private Wealth Advisors, an estimated $10.8M sold.

Based on aggregated 13F filings for Q1 2022.