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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
ACM
76
Andina Capital Management
Utah
$1.02M +$1.02M +16,215 New
RA
77
RFG Advisory
Alabama
$1.01M -$47.2K -751 -4%
CSPIA
78
Cary Street Partners Investment Advisory
Virginia
$921K
UWM
79
USAdvisors Wealth Management
Minnesota
$907K +$4.34K +69 +0.5%
Creative Planning
80
Creative Planning
Kansas
$793K -$24.2K -385 -3%
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$785K +$63.9K +1,016 +9%
AWM
82
Apollon Wealth Management
South Carolina
$777K
FLPIM
83
F.L. Putnam Investment Management
Massachusetts
$761K -$28.5K -453 -4%
PAG
84
Private Advisor Group
New Jersey
$746K +$188K +2,984 +33%
MG
85
Mather Group
Illinois
$736K
C
86
Certuity
Florida
$694K -$24.3K -386 -3%
AI
87
Atria Investments
North Carolina
$665K +$668K +10,621 New
Pathstone Holdings
88
Pathstone Holdings
New Jersey
$659K +$126 +2 +0%
SC
89
Savant Capital
Illinois
$647K +$650K +10,332 New
Cerity Partners
90
Cerity Partners
New York
$609K -$32K -509 -5%
SFG
91
SevenBridge Financial Group
Pennsylvania
$575K +$42.2K +671 +8%
BBNA
92
Bremer Bank National Association
Minnesota
$562K
LAS
93
Legacy Advisory Services
Pennsylvania
$543K -$3.08K -49 -0.6%
Goldman Sachs
94
Goldman Sachs
New York
$538K -$401K -6,371 -43%
IAN
95
Integrated Advisors Network
Texas
$520K
AWE
96
Avidian Wealth Enterprises
Texas
$517K -$116K -1,847 -18%
DAS
97
Diversify Advisory Services
Utah
$506K +$503 +8 +0.1%
WT
98
Whittier Trust
California
$500K +$22.1K +351 +5%
Envestnet Portfolio Solutions
99
Envestnet Portfolio Solutions
Illinois
$490K -$624K -9,923 -56%
MFA
100
Mayflower Financial Advisors
Massachusetts
$481K -$7.42K -118 -2%

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.