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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
Citadel Advisors
101
Citadel Advisors
Florida
$478K -$821K -13,053 -63%
BBHC
102
Brown Brothers Harriman & Co
New York
$469K +$445K +7,079 +1,718%
LWM
103
Lakeridge Wealth Management
Ohio
$459K +$21.9K +348 +5%
JP Morgan Chase
104
JP Morgan Chase
New York
$451K -$229K -3,644 -34%
OCM
105
One Capital Management
California
$451K +$43.8K +696 +11%
TB
106
Treynor Bancshares
Iowa
$436K -$270K -4,293 -38%
PFA
107
Pure Financial Advisors
California
$433K -$67.4K -1,071 -13%
LHC
108
Little House Capital
Massachusetts
$430K -$18.9K -301 -4%
OWM
109
OneAscent Wealth Management
Alabama
$429K +$2.01K +32 +0.5%
MIC
110
Means Investment Company
Maine
$424K -$482K -7,658 -53%
EWA
111
EP Wealth Advisors
California
$423K +$8.18K +130 +2%
LT
112
Legacy Trust
Michigan
$416K -$15.9K -253 -4%
PIA
113
Pinion Investment Advisors
Kansas
$345K -$72.8K -1,158 -17%
KPWS
114
Kestra Private Wealth Services
Texas
$326K +$78.5K +1,248 +31%
SC
115
Sepio Capital
Utah
$317K
OSAM
116
O'Shaughnessy Asset Management
Connecticut
$315K +$58.8K +935 +23%
MAG
117
Mayfair Advisory Group
Alabama
$308K +$944 +15 +0.3%
SA
118
Sanctuary Advisors
Indiana
$304K +$309K +4,907 New
AFG
119
Atomi Financial Group
New York
$279K +$60.1K +955 +27%
RMF
120
Red Mountain Financial
Colorado
$279K +$280K +4,449 New
TPWA
121
TRUE Private Wealth Advisors
Oregon
$272K +$63 +1 +0%
GA
122
GoalVest Advisory
New York
$272K -$57.6K -915 -17%
DADC
123
D.A. Davidson & Co
Montana
$271K +$76.5K +1,216 +39%
VCAM
124
Van Cleef Asset Management
Ohio
$268K -$9.44K -150 -3%
PWM
125
Perigon Wealth Management
California
$263K +$264K +4,198 New

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.