iShares Russell 2500 ETF
SMMD
97 hedge funds and large institutions have $273M invested in iShares Russell 2500 ETF in 2022 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 40 increasing their positions, 23 reducing their positions, and 13 closing their positions.
85% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 13
74% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 23
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
11% more capital invested
Capital invested by funds: $247M → $273M (+$26.1M)
9% more funds holding
Funds holding: 89 → 97 (+8)
5.5% more ownership
Funds ownership: 61.43% → 66.92% (+5.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWS
Paragon Wealth Strategies
Jacksonville,
Florida
|
+$25.1M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.31M |
| 3 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
+$4.15M |
| 4 |
LHC
Little House Capital
Braintree,
Massachusetts
|
+$3.4M |
| 5 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
+$2.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$10.8M |
| 2 |
LPWM
Lake Point Wealth Management
Rockwall,
Texas
|
-$5.75M |
| 3 |
D
Diversified
Wilmington,
Delaware
|
-$5.65M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$4.37M |
| 5 |
S
Surevest
Los Angeles,
California
|
-$2.74M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACA
101
Anchor Capital Advisors
Boston,
Massachusetts
| – | -$578K | -8,705 | Closed |
|
|
SHFA
102
SC&H Financial Advisors
Sparks,
Maryland
| – | -$412K | -6,206 | Closed |
|
|
FA
103
FDx Advisors
Chicago,
Illinois
| – | -$293K | -4,414 | Closed |
|
|
IWP
104
Icon Wealth Partners
Houston,
Texas
| – | -$280K | -4,211 | Closed |
|
|
IWC
105
Integrated Wealth Concepts
Waltham,
Massachusetts
| – | -$278K | -4,188 | Closed |
|
|
ACM
106
Advisors Capital Management
Ridgewood,
New Jersey
| – | -$261K | -3,935 | Closed |
|
|
DIP
107
DT Investment Partners
Chadds Ford,
Pennsylvania
| – | -$225K | -3,388 | Closed |
|
108
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$211K | -3,175 | Closed |
|
|
DADC
109
D.A. Davidson & Co
Great Falls,
Montana
| – | -$205K | -3,094 | Closed |
|
|
WT
110
Whittier Trust
South Pasadena,
California
| – | -$70K | -1,058 | Closed |
|
SMMD Hedge Fund Activity: Q1 2022 in Review
97 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2500 ETF (SMMD) for Q1 2022, worth a combined $273M — up 11% from $247M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new SMMD positions and 13 closed out — a net gain of 11 holders — while 40 added to existing stakes and 23 trimmed.
The largest buyer was Paragon Wealth Strategies, opening a new position worth an estimated $25.1M. The largest seller was JP Morgan Private Wealth Advisors, cutting an estimated $10.8M.
- 97 institutional investors held iShares Russell 2500 ETF (SMMD) as of Q1 2022, up from 89 in Q4 2021.
- Funds reported $273M of iShares Russell 2500 ETF stock for Q1 2022, up 11% quarter-over-quarter.
- 24 funds opened new iShares Russell 2500 ETF positions in Q1 2022 and 13 closed out, a net change of +11 holders.
- The largest iShares Russell 2500 ETF buyer in Q1 2022 was Paragon Wealth Strategies, an estimated $25.1M added.
- The largest iShares Russell 2500 ETF seller in Q1 2022 was JP Morgan Private Wealth Advisors, an estimated $10.8M sold.
Based on aggregated 13F filings for Q1 2022.