iShares Russell 2500 ETF
SMMD
129 hedge funds and large institutions have $415M invested in iShares Russell 2500 ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 48 increasing their positions, 50 reducing their positions, and 7 closing their positions.
100% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 7
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
6% more funds holding
Funds holding: 122 → 129 (+7)
3% less capital invested
Capital invested by funds: $426M → $415M (-$11M)
4% less repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 50
1.14% less ownership
Funds ownership: 56.22% → 55.08% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
+$5.35M |
| 2 |
CAMG
CWA Asset Management Group
Naples,
Florida
|
+$3.55M |
| 3 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
+$2.3M |
| 4 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
+$2.28M |
| 5 |
CAM
Congress Asset Management
Boston,
Massachusetts
|
+$1.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWSA
Global Wealth Strategies & Associates
Denver,
Colorado
|
-$2.65M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.17M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$2.07M |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$1.29M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.11M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GRP
126
Global Retirement Partners
San Rafael,
California
| $9.22K | – | – | – |
|
127
Comerica Bank
Dallas,
Texas
| $6.56K | +$6.91K | +120 | New |
|
|
MRCM
128
M&R Capital Management
Summit,
New Jersey
| $5.45K | – | – | – |
|
|
BWM
129
Baystate Wealth Management
Boston,
Massachusetts
| $4.58K | +$4.84K | +84 | New |
|
|
CSPIA
130
Cary Street Partners Investment Advisory
Richmond,
Virginia
| $4.36K | – | – | – |
|
|
LOIP
131
Live Oak Investment Partners
Austin,
Texas
| $981 | – | – | – |
|
|
AI
132
Atria Investments
Charlotte,
North Carolina
| – | -$1.29M | -22,495 | Closed |
|
|
TC
133
TownSquare Capital
Provo,
Utah
| – | -$757K | -13,165 | Closed |
|
|
BPA
134
Beacon Pointe Advisors
Newport Beach,
California
| – | -$533K | -9,275 | Closed |
|
135
Citadel Advisors
Miami,
Florida
| – | -$331K | -5,768 | Closed |
|
|
T
136
TCWP
Beachwood,
Ohio
| – | -$305K | -5,313 | Closed |
|
137
Bessemer Group
Woodbridge,
New Jersey
| – | -$111K | -1,940 | Closed |
|
|
HS
138
Horan Securities
Cincinnati,
United States
| – | -$5.52K | -96 | Closed |
|
SMMD Hedge Fund Activity: Q3 2023 in Review
129 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2500 ETF (SMMD) for Q3 2023, worth a combined $415M — down 2.6% from $426M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new SMMD positions and 7 closed out — a net gain of 7 holders — while 48 added to existing stakes and 50 trimmed.
The largest buyer was Coldstream Capital Management, adding an estimated $5.35M. The largest seller was Global Wealth Strategies & Associates, cutting an estimated $2.65M.
- 129 institutional investors held iShares Russell 2500 ETF (SMMD) as of Q3 2023, up from 122 in Q2 2023.
- Funds reported $415M of iShares Russell 2500 ETF stock for Q3 2023, down 2.6% quarter-over-quarter.
- 14 funds opened new iShares Russell 2500 ETF positions in Q3 2023 and 7 closed out, a net change of +7 holders.
- The largest iShares Russell 2500 ETF buyer in Q3 2023 was Coldstream Capital Management, an estimated $5.35M added.
- The largest iShares Russell 2500 ETF seller in Q3 2023 was Global Wealth Strategies & Associates, an estimated $2.65M sold.
Based on aggregated 13F filings for Q3 2023.