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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
UWM
76
USAdvisors Wealth Management
Minnesota
$976K -$5.15K -79 -0.5%
RA
77
RFG Advisory
Alabama
$974K -$111K -1,696 -11%
FLPIM
78
F.L. Putnam Investment Management
Massachusetts
$868K +$42.5K +652 +5%
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$857K +$7.83K +120 +1%
Creative Planning
80
Creative Planning
Kansas
$842K -$15.5K -237 -2%
AWM
81
Apollon Wealth Management
South Carolina
$841K
PAG
82
Private Advisor Group
New Jersey
$809K +$1.5K +23 +0.2%
CAPTRUST Financial Advisors
83
CAPTRUST Financial Advisors
North Carolina
$788K -$3.36M -51,529 -82%
JP Morgan Chase
84
JP Morgan Chase
New York
$759K +$261K +3,998 +55%
C
85
Certuity
Florida
$754K +$2.48K +38 +0.3%
SFG
86
SevenBridge Financial Group
Pennsylvania
$729K +$49.6K +761 +8%
SC
87
Savant Capital
Illinois
$685K -$14K -214 -2%
MWM
88
Moran Wealth Management
Florida
$680K +$655K +10,039 New
Jane Street
89
Jane Street
New York
$661K -$2.34M -35,918 -79%
BBNA
90
Bremer Bank National Association
Minnesota
$608K
LAS
91
Legacy Advisory Services
Pennsylvania
$573K -$14.4K -220 -3%
IAN
92
Integrated Advisors Network
Texas
$563K
PFA
93
Pure Financial Advisors
California
$549K +$78.1K +1,197 +17%
WT
94
Whittier Trust
California
$545K +$4.11K +63 +0.8%
Cerity Partners
95
Cerity Partners
New York
$533K -$122K -1,870 -19%
BBHC
96
Brown Brothers Harriman & Co
New York
$507K
LWM
97
Lakeridge Wealth Management
Ohio
$500K +$3.33K +51 +0.7%
OCM
98
One Capital Management
California
$488K +$261 +4 +0.1%
LHC
99
Little House Capital
Massachusetts
$475K +$8.81K +135 +2%
FTWA
100
Fifth Third Wealth Advisors
Ohio
$471K +$454K +6,957 New

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.