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iShares Russell 2500 ETF
SMMD

151 hedge funds and large institutions have $587M invested in iShares Russell 2500 ETF in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 65 increasing their positions, 36 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

289% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 9

81% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 36

41% more capital invested

Capital invested by funds: $415M → $587M (+$172M)

17% more funds holding

Funds holding: 129 → 151 (+22)

5.03% more ownership

Funds ownership: 55.08% → 60.11% (+5%)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

Holders
151
Holders Change
+22
Holders Change %
+17.05%
% of All Funds
2.2%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
35
Increased
65
Reduced
36
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAM
Cresset Asset Management
Illinois
+$16.9M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$9.32M
3
BCI
Brinker Capital Investments
Pennsylvania
+$6.67M
4
OPS
Orion Portfolio Solutions
Nebraska
+$6.67M
5
CCM
Coldstream Capital Management
Washington
+$6.66M

Top Sellers

1
GWSA
Global Wealth Strategies & Associates
Colorado
-$4.21M
2
Bank of America
Bank of America
North Carolina
-$3.05M
3
GA
GoalVest Advisory
New York
-$1.13M
4
PIA
Pinion Investment Advisors
Kansas
-$1.12M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
151
Baystate Wealth Management
Massachusetts
$5.22K – – –
PS
152
Principal Securities
Iowa
$1.54K +$1.39K +25 New
LOIP
153
Live Oak Investment Partners
Texas
$1.11K – – –
BTI
154
Blue Trust Inc
Georgia
– -$370K -6,433 Closed
VA
155
Vident Advisory
Georgia
– -$351K -6,433 Closed
SIA
156
Schechter Investment Advisors
Michigan
– -$273K -5,000 Closed
PA
157
Procyon Advisors
Connecticut
– -$230K -4,227 Closed
C
158
Certuity
Florida
– -$230K -4,225 Closed
PWM
159
Perigon Wealth Management
California
– -$210K -3,853 Closed
MA
160
Mutual Advisors
Nebraska
– -$208K -3,810 Closed
OWA
161
One Wealth Advisors
California
– -$203K -3,719 Closed
GRP
162
Global Retirement Partners
California
– -$9.22K -174 Closed
3 4 5 6
7

SMMD Hedge Fund Activity: Q4 2023 in Review

151 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2500 ETF (SMMD) for Q4 2023, worth a combined $587M — up 41% from $415M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new SMMD positions and 9 closed out — a net gain of 26 holders — while 65 added to existing stakes and 36 trimmed.

The largest buyer was Cresset Asset Management, adding an estimated $16.9M. The largest seller was Global Wealth Strategies & Associates, cutting an estimated $4.21M.

  • 151 institutional investors held iShares Russell 2500 ETF (SMMD) as of Q4 2023, up from 129 in Q3 2023.
  • Funds reported $587M of iShares Russell 2500 ETF stock for Q4 2023, up 41% quarter-over-quarter.
  • 35 funds opened new iShares Russell 2500 ETF positions in Q4 2023 and 9 closed out, a net change of +26 holders.
  • The largest iShares Russell 2500 ETF buyer in Q4 2023 was Cresset Asset Management, an estimated $16.9M added.
  • The largest iShares Russell 2500 ETF seller in Q4 2023 was Global Wealth Strategies & Associates, an estimated $4.21M sold.

Based on aggregated 13F filings for Q4 2023.