We are live on ! Find out more
SMMD icon

iShares Russell 2500 ETF

173 hedge funds and large institutions have $803M invested in iShares Russell 2500 ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 61 increasing their positions, 63 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 13

9% more capital invested

Capital invested by funds: $736M → $803M (+$66.8M)

5% more funds holding

Funds holding: 164173 (+9)

1.23% more ownership

Funds ownership: 78.31%79.54% (+1.2%)

3% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 63

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
173
Holders Change
+9
Holders Change %
+5.49%
% of All Funds
2.48%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
23
Increased
61
Reduced
63
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
126
Firestone Capital Management
Florida
$271K
WIA
127
Wetzel Investment Advisors
Indiana
$268K +$258K +3,962 New
EFS
128
Essex Financial Services
Connecticut
$268K -$5.22K -80 -2%
OSAM
129
O'Shaughnessy Asset Management
Connecticut
$265K -$76.1K -1,167 -23%
AFG
130
Atomi Financial Group
New York
$263K -$36.8K -564 -13%
CFG
131
Citizens Financial Group
Rhode Island
$254K +$245K +3,753 New
P
132
Pitcairn
Pennsylvania
$244K +$235K +3,600 New
OCFG
133
O'Connor Financial Group
Illinois
$235K -$2.94K -45 -1%
DIP
134
DT Investment Partners
Pennsylvania
$234K -$16.2K -248 -7%
EH
135
Equitable Holdings
New York
$230K +$222K +3,397 New
LC
136
Lindbrook Capital
California
$227K +$218K +3,345 New
Bank of New York Mellon
137
Bank of New York Mellon
New York
$224K -$26.2K -401 -11%
TPCW
138
TD Private Client Wealth
New York
$222K
SWA
139
SFMG Wealth Advisors
Texas
$211K +$203K +3,119 New
PA
140
PFG Advisors
Arizona
$211K -$69.5K -1,066 -25%
FNA
141
First National Advisers
Nebraska
$206K +$199K +3,043 New
FNT
142
First Nebraska Trust
Nebraska
$202K +$195K +2,986 New
FHC
143
First Heartland Consultants
Missouri
$201K +$194K +2,967 New
IWM
144
IHT Wealth Management
Illinois
$200K +$194K +2,973 New
1IA
145
1620 Investment Advisors
Massachusetts
$164K +$5.81K +89 +4%
CHA
146
Carmichael Hill & Associates
Maryland
$160K -$522 -8 -0.3%
PA
147
Parallel Advisors
California
$146K
AGWCA
148
Annis Gardner Whiting Capital Advisors
Florida
$132K
EWA
149
EverSource Wealth Advisors
Alabama
$116K +$326 +5 +0.3%
NA
150
NewEdge Advisors
Louisiana
$107K +$326 +5 +0.3%

SMMD Hedge Fund Activity: Q3 2024 in Review

173 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2500 ETF (SMMD) for Q3 2024, worth a combined $803M — up 9.1% from $736M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new SMMD positions and 13 closed out — a net gain of 10 holders — while 61 added to existing stakes and 63 trimmed.

The largest buyer was Fort Washington Investment Advisors, adding an estimated $29.4M. The largest seller was Coldstream Capital Management, cutting an estimated $20.6M.

  • 173 institutional investors held iShares Russell 2500 ETF (SMMD) as of Q3 2024, up from 164 in Q2 2024.
  • Funds reported $803M of iShares Russell 2500 ETF stock for Q3 2024, up 9.1% quarter-over-quarter.
  • 23 funds opened new iShares Russell 2500 ETF positions in Q3 2024 and 13 closed out, a net change of +10 holders.
  • The largest iShares Russell 2500 ETF buyer in Q3 2024 was Fort Washington Investment Advisors, an estimated $29.4M added.
  • The largest iShares Russell 2500 ETF seller in Q3 2024 was Coldstream Capital Management, an estimated $20.6M sold.

Based on aggregated 13F filings for Q3 2024.