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iShares Russell 2500 ETF
SMMD

101 hedge funds and large institutions have $279M invested in iShares Russell 2500 ETF in 2022 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 45 increasing their positions, 25 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 25

19% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 16

1% more funds holding

Funds holding: 100 → 101 (+1)

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

3% less capital invested

Capital invested by funds: $288M → $279M (-$9.31M)

2.45% less ownership

Funds ownership: 68.69% → 66.24% (-2.5%)

Holders
101
Holders Change
+1
Holders Change %
+1%
% of All Funds
1.74%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
19
Increased
45
Reduced
25
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$18.1M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11.1M
3
LFGH
Lee Financial Group Hawaii
Hawaii
+$7.48M
4
CG
Colony Group
Massachusetts
+$6.35M
5
HighTower Advisors
HighTower Advisors
Illinois
+$2.72M

Top Sellers

1
Truist Financial
Truist Financial
North Carolina
-$9.68M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.53M
3
JPG
Jordan Park Group
California
-$2.1M
4
CL
CPWM LLC
Washington
-$1.24M
5
FA
FDx Advisors
Illinois
-$1.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
76
Mutual Advisors
Nebraska
$233K +$258K +4,681 New
T
77
TCWP
Ohio
$228K +$253K +4,589 New
PA
78
PFG Advisors
Arizona
$225K -$9.44K -171 -4%
EFS
79
Essex Financial Services
Connecticut
$222K +$247K +4,471 New
JWCA
80
J.W. Cole Advisors
Florida
$216K +$110 +2 +0%
OSAM
81
O'Shaughnessy Asset Management
Connecticut
$178K +$12.5K +227 +7%
CCM
82
Cribstone Capital Management
Maine
$162K +$180K +3,259 New
DIP
83
DT Investment Partners
Pennsylvania
$160K +$178K +3,222 New
SBL
84
Sargent Bickham Lagudis
Colorado
$156K – – –
WFA
85
Wipfli Financial Advisors
Wisconsin
$100K +$110K +2,001 New
Wells Fargo
86
Wells Fargo
California
$80K +$55 +1 +0.1%
APA
87
American Portfolios Advisors
New York
$67.2K – – –
CHA
88
Carmichael Hill & Associates
Maryland
$57K +$39.5K +716 +170%
National Bank of Canada
89
National Bank of Canada
Quebec, Canada
$57K +$63.4K +1,149 New
Rockefeller Capital Management
90
Rockefeller Capital Management
New York
$47K +$52.9K +959 New
Fidelity Investments
91
Fidelity Investments
Massachusetts
$30K -$386 -7 -1%
GRP
92
Global Retirement Partners
California
$28K +$28.1K +509 New
WT
93
Whittier Trust
California
$22K +$24.1K +436 New
WTC
94
WhitTier Trust Company
Nevada
$20K +$22.1K +400 New
GIA
95
Goodwin Investment Advisory
Georgia
$19K +$9.77K +177 +91%
HI
96
Harbour Investments
Wisconsin
$18K – – –
TLCM
97
Twin Lakes Capital Management
California
$17K +$18.4K +334 New
SWM
98
Spire Wealth Management
Virginia
$15K -$59.5K -1,078 -78%
LFGH
99
Lee Financial Group Hawaii
Hawaii
$14.5K +$7.48M +135,588 +87%
FCA
100
FinTrust Capital Advisors
South Carolina
$12K – – –
1 2 3
4
5

SMMD Hedge Fund Activity: Q3 2022 in Review

101 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2500 ETF (SMMD) for Q3 2022, worth a combined $279M — down 3.2% from $288M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new SMMD positions and 16 closed out — a net gain of 3 holders — while 45 added to existing stakes and 25 trimmed.

The largest buyer was UBS Group, adding an estimated $18.1M. The largest seller was Truist Financial, cutting an estimated $9.68M.

  • 101 institutional investors held iShares Russell 2500 ETF (SMMD) as of Q3 2022, up from 100 in Q2 2022.
  • Funds reported $279M of iShares Russell 2500 ETF stock for Q3 2022, down 3.2% quarter-over-quarter.
  • 19 funds opened new iShares Russell 2500 ETF positions in Q3 2022 and 16 closed out, a net change of +3 holders.
  • The largest iShares Russell 2500 ETF buyer in Q3 2022 was UBS Group, an estimated $18.1M added.
  • The largest iShares Russell 2500 ETF seller in Q3 2022 was Truist Financial, an estimated $9.68M sold.

Based on aggregated 13F filings for Q3 2022.