iShares Russell 2500 ETF
SMMD
89 hedge funds and large institutions have $247M invested in iShares Russell 2500 ETF in 2021 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 37 increasing their positions, 15 reducing their positions, and 5 closing their positions.
480% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 5
147% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 15
35% more funds holding
Funds holding: 66 → 89 (+23)
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
13% more capital invested
Capital invested by funds: $219M → $247M (+$28.1M)
3.09% less ownership
Funds ownership: 64.51% → 61.43% (-3.1%)
Top Buyers
Top Sellers
SMMD Hedge Fund Activity: Q4 2021 in Review
89 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2500 ETF (SMMD) for Q4 2021, worth a combined $247M — up 13% from $219M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new SMMD positions and 5 closed out — a net gain of 24 holders — while 37 added to existing stakes and 15 trimmed.
The largest buyer was Truist Financial, adding an estimated $12.8M. The largest seller was Lake Point Wealth Management, cutting an estimated $21.7M.
- 89 institutional investors held iShares Russell 2500 ETF (SMMD) as of Q4 2021, up from 66 in Q3 2021.
- Funds reported $247M of iShares Russell 2500 ETF stock for Q4 2021, up 13% quarter-over-quarter.
- 29 funds opened new iShares Russell 2500 ETF positions in Q4 2021 and 5 closed out, a net change of +24 holders.
- The largest iShares Russell 2500 ETF buyer in Q4 2021 was Truist Financial, an estimated $12.8M added.
- The largest iShares Russell 2500 ETF seller in Q4 2021 was Lake Point Wealth Management, an estimated $21.7M sold.
Based on aggregated 13F filings for Q4 2021.