We are live on ! Find out more
SMMD icon

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
PA
126
PFG Advisors
Arizona
$262K -$24K -382 -8%
Northwestern Mutual Wealth Management
127
Northwestern Mutual Wealth Management
Wisconsin
$256K +$188K +2,992 +272%
EFS
128
Essex Financial Services
Connecticut
$255K +$49.6K +788 +24%
FCM
129
Firestone Capital Management
Florida
$250K
DIP
130
DT Investment Partners
Pennsylvania
$232K -$8.74K -139 -4%
Bank of New York Mellon
131
Bank of New York Mellon
New York
$232K +$126 +2 +0.1%
IAIM
132
International Assets Investment Management
Florida
$222K
OCFG
133
O'Connor Financial Group
Illinois
$220K +$22.6K +359 +11%
TPCW
134
TD Private Client Wealth
New York
$205K +$109K +1,734 +113%
SHFA
135
SC&H Financial Advisors
Maryland
$205K +$206K +3,267 New
Wells Fargo
136
Wells Fargo
California
$200K -$19.6K -311 -9%
CAL
137
Capital Analysts LLC
Pennsylvania
$173K -$47.9K -761 -22%
CHA
138
Carmichael Hill & Associates
Maryland
$148K +$11.2K +178 +8%
1IA
139
1620 Investment Advisors
Massachusetts
$146K +$147K +2,338 New
PA
140
Parallel Advisors
California
$135K -$3.9K -62 -3%
AGWCA
141
Annis Gardner Whiting Capital Advisors
Florida
$122K
EWA
142
EverSource Wealth Advisors
Alabama
$115K -$63 -1 -0.1%
NA
143
NewEdge Advisors
Louisiana
$98.1K -$123K -1,951 -55%
Comerica Bank
144
Comerica Bank
Texas
$97.7K -$27.9K -443 -22%
IWP
145
IAG Wealth Partners
Wisconsin
$89.2K
CIBC Private Wealth Group
146
CIBC Private Wealth Group
Georgia
$59.8K +$755 +12 +1%
OP
147
ORG Partners
Indiana
$46.7K +$47.4K +754 New
CIAS
148
CBIZ Investment Advisory Services
Ohio
$38K
HI
149
Harbour Investments
Wisconsin
$34.4K -$7.8K -124 -18%
AAG
150
Armstrong Advisory Group
Massachusetts
$31K -$755 -12 -2%

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.