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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
MCC
101
Money Concepts Capital
Florida
$12K – – –
HS
102
Horan Securities
United States
$5K – – –
JPG
103
Jordan Park Group
California
– -$2.1M -40,718 Closed
CL
104
CPWM LLC
Washington
– -$1.24M -24,000 Closed
FA
105
FDx Advisors
Illinois
– -$1.02M -19,805 Closed
ACM
106
Advisors Capital Management
New Jersey
– -$963K -18,650 Closed
Jane Street
107
Jane Street
New York
– -$427K -8,281 Closed
Susquehanna International Group
108
Susquehanna International Group
Pennsylvania
– -$420K -8,133 Closed
MYIA
109
Mount Yale Investment Advisors
Colorado
– -$342K -6,624 Closed
JC
110
JB Capital
Connecticut
– -$301K -5,839 Closed
Cambridge Investment Research Advisors
111
Cambridge Investment Research Advisors
Iowa
– -$290K -5,622 Closed
FCM
112
Firestone Capital Management
Florida
– -$206K -4,000 Closed
OCM
113
One Capital Management
California
– -$202K -3,921 Closed
HT
114
HighTower Trust
Texas
– -$268 -2,344 Closed
ACA
115
Aptus Capital Advisors
Alabama
– -$79K -1,531 Closed
PFGIA
116
Patriot Financial Group Insurance Agency
Massachusetts
– -$30K -575 Closed
CAPTRUST Financial Advisors
117
CAPTRUST Financial Advisors
North Carolina
– -$7K -137 Closed
BlackRock
118
BlackRock
New York
– -$1K -20 Closed
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.