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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
Baird Financial Group
51
Baird Financial Group
Wisconsin
$2.37M +$141K +2,239 +6%
AWS
52
Atria Wealth Solutions
New York
$2.05M -$379K -6,026 -16%
CFP
53
Catalyst Financial Partners
Massachusetts
$2.01M +$897K +14,266 +80%
MML Investors Services
54
MML Investors Services
Massachusetts
$1.87M -$503 -8 -0%
UIA
55
Ulland Investment Advisors
Minnesota
$1.74M -$62.9K -1,000 -3%
Ameriprise
56
Ameriprise
Minnesota
$1.65M +$1.66M +26,404 New
Corient Private Wealth
57
Corient Private Wealth
Florida
$1.64M +$2.52K +40 +0.2%
SW
58
Simplicity Wealth
New Jersey
$1.54M +$246K +3,903 +19%
OIA
59
OneDigital Investment Advisors
Kansas
$1.52M +$612K +9,729 +67%
CI
60
CX Institutional
Indiana
$1.51M +$39.6K +630 +3%
SWM
61
SigFig Wealth Management
California
$1.46M +$857K +13,630 +140%
QCG
62
Quadrant Capital Group
Ohio
$1.46M
KFC
63
Klingenstein Fields & Co
New York
$1.42M
JIC
64
Johnson Investment Counsel
Ohio
$1.34M +$83.7K +1,331 +7%
GWMR
65
GC Wealth Management RIA
Massachusetts
$1.27M -$1.45K -23 -0.1%
COCM
66
Charter Oak Capital Management
New Hampshire
$1.25M -$22.9K -364 -2%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$1.21M +$48.4K +770 +4%
STAS
68
Strong Tower Advisory Services
Minnesota
$1.18M +$87.1K +1,385 +8%
RJFSA
69
Raymond James Financial Services Advisors
Florida
$1.18M +$739K +11,754 +167%
Cetera Investment Advisers
70
Cetera Investment Advisers
Illinois
$1.15M +$69.6K +1,106 +6%
D.E. Shaw & Co
71
D.E. Shaw & Co
New York
$1.13M +$1.14M +18,103 New
Citigroup
72
Citigroup
New York
$1.12M +$948K +15,064 +534%
HNB
73
Huntington National Bank
Ohio
$1.08M
Principal Financial Group
74
Principal Financial Group
Iowa
$1.06M +$225K +3,570 +27%
HAG
75
HF Advisory Group
Maryland
$1.06M +$141K +2,242 +15%

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.