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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
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$2.03M +$691K +10,592 +55%
MML Investors Services
52
MML Investors Services
Massachusetts
$2.01M -$9.72K -149 -0.5%
CI
53
CX Institutional
Indiana
$1.96M +$320K +4,902 +20%
AWS
54
Atria Wealth Solutions
New York
$1.94M -$277K -4,246 -13%
UIA
55
Ulland Investment Advisors
Minnesota
$1.8M -$80K -1,227 -4%
OMC
56
Old Mission Capital
Illinois
$1.74M +$1.67M +25,651 New
Ameriprise
57
Ameriprise
Minnesota
$1.71M -$71.8K -1,100 -4%
Corient Private Wealth
58
Corient Private Wealth
Florida
$1.59M -$183K -2,798 -11%
QCG
59
Quadrant Capital Group
Ohio
$1.58M
Citigroup
60
Citigroup
New York
$1.57M +$345K +5,295 +30%
KFC
61
Klingenstein Fields & Co
New York
$1.54M
MFG
62
MidWestOne Financial Group
Iowa
$1.42M +$1.37M +20,933 New
STAS
63
Strong Tower Advisory Services
Minnesota
$1.38M +$96.9K +1,485 +8%
GWMR
64
GC Wealth Management RIA
Massachusetts
$1.37M -$5.22K -80 -0.4%
D.E. Shaw & Co
65
D.E. Shaw & Co
New York
$1.3M +$67.6K +1,036 +6%
COCM
66
Charter Oak Capital Management
New Hampshire
$1.29M -$63K -966 -5%
Citadel Advisors
67
Citadel Advisors
Florida
$1.24M +$700K +10,734 +141%
JIC
68
Johnson Investment Counsel
Ohio
$1.23M -$209K -3,208 -15%
TRCT
69
Tower Research Capital (TRC)
New York
$1.22M -$1.52M -23,262 -56%
Cetera Investment Advisers
70
Cetera Investment Advisers
Illinois
$1.2M -$37.7K -578 -3%
HAG
71
HF Advisory Group
Maryland
$1.18M +$27.5K +421 +2%
HNB
72
Huntington National Bank
Ohio
$1.17M
ACM
73
Andina Capital Management
Utah
$1.11M +$11K +168 +1%
KAS
74
Kestra Advisory Services
Texas
$1.09M -$2.96M -45,390 -74%
CSPIA
75
Cary Street Partners Investment Advisory
Virginia
$1.01M +$16.5K +253 +2%

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.