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iShares Russell 2500 ETF
SMMD

154 hedge funds and large institutions have $661M invested in iShares Russell 2500 ETF in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 60 increasing their positions, 49 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 14

22% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 49

13% more capital invested

Capital invested by funds: $587M → $661M (+$74.1M)

2% more funds holding

Funds holding: 151 → 154 (+3)

1.45% more ownership

Funds ownership: 60.11% → 61.56% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

Holders
154
Holders Change
+3
Holders Change %
+1.99%
% of All Funds
2.22%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
22
Increased
60
Reduced
49
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$18.8M
2
LPL Financial
LPL Financial
California
+$11.7M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$8.83M
4
GT
Glenmede Trust
Pennsylvania
+$8.49M
5
Bank of America
Bank of America
North Carolina
+$4.81M

Top Sellers

Rank Fund Capital Flow
1
BCI
Brinker Capital Investments
Pennsylvania
-$8.12M
2
OPS
Orion Portfolio Solutions
Nebraska
-$8.12M
3
Truist Financial
Truist Financial
North Carolina
-$3.67M
4
MFG
MidWestOne Financial Group
Iowa
-$3.45M
5
CAM
Congress Asset Management
Massachusetts
-$3.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
OCFG
126
O'Connor Financial Group
Illinois
$207K +$195K +3,158 New
DADC
127
D.A. Davidson & Co
Montana
$204K +$193K +3,112 New
Citigroup
128
Citigroup
New York
$185K +$29.1K +470 +20%
TF
129
Tompkins Financial
New York
$161K – – –
PA
130
Parallel Advisors
California
$145K – – –
CHA
131
Carmichael Hill & Associates
Maryland
$144K -$3.4K -55 -2%
Comerica Bank
132
Comerica Bank
Texas
$131K -$15.2K -246 -11%
AGWCA
133
Annis Gardner Whiting Capital Advisors
Florida
$127K +$120K +1,942 New
EWA
134
EverSource Wealth Advisors
Alabama
$105K +$106K +1,710 New
TPCW
135
TD Private Client Wealth
New York
$101K – – –
IWP
136
IAG Wealth Partners
Wisconsin
$93.5K – – –
Northwestern Mutual Wealth Management
137
Northwestern Mutual Wealth Management
Wisconsin
$72.2K +$68.1K +1,100 New
CIBC Private Wealth Group
138
CIBC Private Wealth Group
Georgia
$61.6K +$58.8K +950 New
HI
139
Harbour Investments
Wisconsin
$44.1K +$804 +13 +2%
GWSA
140
Global Wealth Strategies & Associates
Colorado
$43.2K -$1.92K -31 -4%
CIAS
141
CBIZ Investment Advisory Services
Ohio
$39.8K +$37.6K +607 New
EBA
142
Eagle Bay Advisors
New York
$37.6K +$11.1K +180 +46%
AAG
143
Armstrong Advisory Group
Massachusetts
$31.2K – – –
SWM
144
Spire Wealth Management
Virginia
$29.5K – – –
BBHC
145
Brown Brothers Harriman & Co
New York
$27K +$25.5K +412 New
WTC
146
WhitTier Trust Company
Nevada
$26.2K – – –
IA
147
IFP Advisors
Florida
$24.2K – – –
TLCM
148
Twin Lakes Capital Management
California
$21.9K – – –
FCA
149
FinTrust Capital Advisors
South Carolina
$15.2K – – –
ACA
150
Aptus Capital Advisors
Alabama
$13.1K +$12.4K +200 New
3 4 5
6
7

SMMD Hedge Fund Activity: Q1 2024 in Review

154 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2500 ETF (SMMD) for Q1 2024, worth a combined $661M — up 13% from $587M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new SMMD positions and 14 closed out — a net gain of 8 holders — while 60 added to existing stakes and 49 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $18.8M. The largest seller was Brinker Capital Investments, cutting an estimated $8.12M.

  • 154 institutional investors held iShares Russell 2500 ETF (SMMD) as of Q1 2024, up from 151 in Q4 2023.
  • Funds reported $661M of iShares Russell 2500 ETF stock for Q1 2024, up 13% quarter-over-quarter.
  • 22 funds opened new iShares Russell 2500 ETF positions in Q1 2024 and 14 closed out, a net change of +8 holders.
  • The largest iShares Russell 2500 ETF buyer in Q1 2024 was Envestnet Asset Management, an estimated $18.8M added.
  • The largest iShares Russell 2500 ETF seller in Q1 2024 was Brinker Capital Investments, an estimated $8.12M sold.

Based on aggregated 13F filings for Q1 2024.