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
SWM
151
Spire Wealth Management
Virginia
$28.2K +$63 +1 +0.2%
NP
152
NorthRock Partners
Minnesota
$26.1K +$26.2K +417 New
WTC
153
WhitTier Trust Company
Nevada
$25K
IA
154
IFP Advisors
Florida
$23.1K
TLCM
155
Twin Lakes Capital Management
California
$20.9K
EBA
156
Eagle Bay Advisors
New York
$18.3K -$17.7K -281 -49%
AF
157
Allworth Financial
California
$15.3K +$14.8K +235 New
FCA
158
FinTrust Capital Advisors
South Carolina
$14.5K
GWSA
159
Global Wealth Strategies & Associates
Colorado
$13K -$28.4K -451 -69%
ACA
160
Aptus Capital Advisors
Alabama
$12.5K
GWSG
161
GPS Wealth Strategies Group
Colorado
$10.3K +$10.3K +164 New
AA
162
Ancora Advisors
Ohio
$7.83K +$7.86K +125 New
MRCM
163
M&R Capital Management
New Jersey
$6.26K
HWP
164
Highline Wealth Partners
California
$4.7K
PS
165
Principal Securities
Iowa
$1.56K
LOIP
166
Live Oak Investment Partners
Texas
$751
LNC
167
Lincoln National Corp
Pennsylvania
-$1.92M -29,300 Closed
LFAS
168
Level Four Advisory Services
Texas
-$896K -14,547 Closed
HBCM
169
Heron Bay Capital Management
Michigan
-$826K -12,582 Closed
AA
170
Altman Advisors
Illinois
-$300K -4,619 Closed
Mercer Global Advisors
171
Mercer Global Advisors
Colorado
-$253K -3,863 Closed
TF
172
Tompkins Financial
New York
-$161K -2,451 Closed
FFWM
173
Future Financial Wealth Management
Ohio
-$4.13K -63 Closed
MTIC
174
Missouri Trust & Investment Company
Missouri
-$787 -12 Closed

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.