iShares Russell 2500 ETF
SMMD
SMMD
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
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
more ownership
Funds ownership: →
11% more capital invested
Capital invested by funds: $661M → $736M (+$75.3M)
6% more funds holding
Funds holding: 154 → 164 (+10)
Holders
164
Holding in Top 10
8
Calls
–
Puts
–
Top Buyers
| 1 | +$30.4M | |
| 2 | +$22M | |
| 3 | +$11.8M | |
| 4 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$11.7M |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$3.21M |
Top Sellers
| 1 | -$16.3M | |
| 2 | -$2.63M | |
| 3 | -$2.45M | |
| 4 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$1.92M |
| 5 |
WANY
Wealthspire Advisors (New York)
New York
|
-$1.59M |