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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
Comerica Bank
151
Comerica Bank
Texas
$102K -$3.91K -60 -4%
IWP
152
IAG Wealth Partners
Wisconsin
$96.5K
Bank of Montreal
153
Bank of Montreal
Ontario, Canada
$82.9K +$79.9K +1,225 New
CIBC Private Wealth Group
154
CIBC Private Wealth Group
Georgia
$64.3K -$783 -12 -1%
OP
155
ORG Partners
Indiana
$51.1K
CIAS
156
CBIZ Investment Advisory Services
Ohio
$41.1K
HI
157
Harbour Investments
Wisconsin
$37.3K +$65 +1 +0.2%
WTC
158
WhitTier Trust Company
Nevada
$27.1K
IA
159
IFP Advisors
Florida
$25K
AAG
160
Armstrong Advisory Group
Massachusetts
$24K -$9.2K -141 -28%
TLCM
161
Twin Lakes Capital Management
California
$22.6K
FCA
162
FinTrust Capital Advisors
South Carolina
$15.7K
GWSA
163
Global Wealth Strategies & Associates
Colorado
$14K
Kovitz Investment Group Partners
164
Kovitz Investment Group Partners
Illinois
$13.5K +$813K +12,465 +7%
GWSG
165
GPS Wealth Strategies Group
Colorado
$11.2K +$65 +1 +0.6%
SWM
166
Spire Wealth Management
Virginia
$10.3K -$19.6K -300 -67%
SPP
167
Single Point Partners
Massachusetts
$10K +$671K +10,290 New
AA
168
Ancora Advisors
Ohio
$8.47K
TCG
169
Transcendent Capital Group
Oklahoma
$6.8K +$6.52K +100 New
MRCM
170
M&R Capital Management
New Jersey
$6.77K
AF
171
Allworth Financial
California
$2.39K -$13K -200 -85%
GWM
172
Geneos Wealth Management
Colorado
$2.1K +$2.02K +31 New
PS
173
Principal Securities
Iowa
$1.69K
CIAS
174
Capital Investment Advisory Services
North Carolina
$1.35K +$1.3K +20 New
LOIP
175
Live Oak Investment Partners
Texas
$203

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.