iShares Russell 2500 ETF
SMMD
122 hedge funds and large institutions have $426M invested in iShares Russell 2500 ETF in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 53 increasing their positions, 41 reducing their positions, and 8 closing their positions.
38% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 8
29% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 41
15% more capital invested
Capital invested by funds: $372M → $426M (+$54M)
2% more funds holding
Funds holding: 120 → 122 (+2)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
1.18% less ownership
Funds ownership: 57.4% → 56.22% (-1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
+$10.4M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$4.42M |
| 3 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
+$3.67M |
| 4 |
AWS
Atria Wealth Solutions
New York
|
+$2.69M |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
+$2.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$9.23M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$4.07M |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$3M |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1.3M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.13M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JWCA
126
J.W. Cole Advisors
Tampa,
Florida
| – | -$239K | -4,351 | Closed |
|
|
OCM
127
One Capital Management
Westlake Village,
California
| – | -$237K | -4,317 | Closed |
|
128
Jane Street
New York
| – | -$200K | -3,653 | Closed |
|
|
ASN
129
Advisory Services Network
Atlanta,
Georgia
| – | -$191K | -3,479 | Closed |
|
130
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$33.2K | -605 | Closed |
|
|
BAM
131
Belpointe Asset Management
Reno,
Nevada
| – | -$9.76K | -178 | Closed |
|
|
AAS
132
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$566 | -10 | Closed |
|
SMMD Hedge Fund Activity: Q2 2023 in Review
122 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2500 ETF (SMMD) for Q2 2023, worth a combined $426M — up 15% from $372M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new SMMD positions and 8 closed out — a net gain of 3 holders — while 53 added to existing stakes and 41 trimmed.
The largest buyer was Coldstream Capital Management, adding an estimated $10.4M. The largest seller was EP Wealth Advisors, cutting an estimated $9.23M.
- 122 institutional investors held iShares Russell 2500 ETF (SMMD) as of Q2 2023, up from 120 in Q1 2023.
- Funds reported $426M of iShares Russell 2500 ETF stock for Q2 2023, up 15% quarter-over-quarter.
- 11 funds opened new iShares Russell 2500 ETF positions in Q2 2023 and 8 closed out, a net change of +3 holders.
- The largest iShares Russell 2500 ETF buyer in Q2 2023 was Coldstream Capital Management, an estimated $10.4M added.
- The largest iShares Russell 2500 ETF seller in Q2 2023 was EP Wealth Advisors, an estimated $9.23M sold.
Based on aggregated 13F filings for Q2 2023.