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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
Northwestern Mutual Wealth Management
101
Northwestern Mutual Wealth Management
Wisconsin
$469K +$185K +2,838 +69%
OWM
102
OneAscent Wealth Management
Alabama
$464K
MIC
103
Means Investment Company
Maine
$460K +$1.04K +16 +0.2%
EWA
104
EP Wealth Advisors
California
$455K -$2.35K -36 -0.5%
LT
105
Legacy Trust
Michigan
$443K -$6.98K -107 -2%
DAS
106
Diversify Advisory Services
Utah
$395K -$154K -2,356 -29%
MFA
107
Mayflower Financial Advisors
Massachusetts
$389K -$126K -1,934 -25%
TB
108
Treynor Bancshares
Iowa
$355K -$113K -1,728 -25%
SC
109
Sepio Capital
Utah
$343K
MAG
110
Mayfair Advisory Group
Alabama
$333K +$12.7K +195 +4%
AA
111
Altman Advisors
Illinois
$329K +$317K +4,855 New
SHFA
112
SC&H Financial Advisors
Maryland
$327K +$102K +1,567 +48%
SA
113
Sanctuary Advisors
Indiana
$324K -$30.8K -472 -10%
DADC
114
D.A. Davidson & Co
Montana
$308K +$14.7K +225 +5%
RMF
115
Red Mountain Financial
Colorado
$305K +$3.07K +47 +1%
CAL
116
Capital Analysts LLC
Pennsylvania
$303K +$111K +1,708 +62%
TPWA
117
TRUE Private Wealth Advisors
Oregon
$295K
PIA
118
Pinion Investment Advisors
Kansas
$294K -$76.3K -1,170 -21%
GA
119
GoalVest Advisory
New York
$294K
FMN
120
Financial Management Network
California
$291K +$281K +4,303 New
VCAM
121
Van Cleef Asset Management
Ohio
$290K
KPWS
122
Kestra Private Wealth Services
Texas
$282K -$68.6K -1,051 -20%
PWM
123
Perigon Wealth Management
California
$280K -$3.78K -58 -1%
MG
124
Mather Group
Illinois
$275K -$467K -7,151 -64%
Wells Fargo
125
Wells Fargo
California
$272K +$53.2K +816 +26%

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.