iShares Russell 2500 ETF
SMMD
4 hedge funds and large institutions have $1.06M invested in iShares Russell 2500 ETF in 2018 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 3 closing their positions.
11.71% less ownership
Funds ownership: 20.9% → 9.18% (-12%)
21% less capital invested
Capital invested by funds: $1.34M → $1.06M (-$280K)
33% less funds holding
Funds holding: 6 → 4 (-2)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
+$467K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$223K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$640K |
| 2 |
Jane Street
New York
|
-$370K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TRCT
1
Tower Research Capital (TRC)
New York
| $719K | +$467K | +10,385 | +199% |
|
|
2
Citadel Advisors
Miami,
Florida
| $229K | +$223K | +4,970 | New |
|
|
WAM
3
Wealthspire Advisors (Maryland)
Potomac,
Maryland
| $65K | – | – | – |
|
4
Bank of America
Charlotte,
North Carolina
| $45K | – | – | – |
|
|
5
BlackRock
New York
| – | -$640K | -15,000 | Closed |
|
|
6
Jane Street
New York
| – | -$370K | -8,660 | Closed |
|
|
7
UBS Group
Zurich,
Switzerland
| – | -$3K | -80 | Closed |
|
SMMD Hedge Fund Activity: Q2 2018 in Review
4 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2500 ETF (SMMD) for Q2 2018, worth a combined $1.06M — down 21% from $1.34M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of SMMD and 1 opened new positions — a net loss of 2 holders — while 0 trimmed existing stakes and 1 added.
The largest buyer was Tower Research Capital (TRC), adding an estimated $467K. The largest seller was BlackRock, exiting entirely with an estimated $640K sold.
- 4 institutional investors held iShares Russell 2500 ETF (SMMD) as of Q2 2018, down from 6 in Q1 2018.
- Funds reported $1.06M of iShares Russell 2500 ETF stock for Q2 2018, down 21% quarter-over-quarter.
- 1 fund opened new iShares Russell 2500 ETF positions in Q2 2018 and 3 closed out, a net change of -2 holders.
- The largest iShares Russell 2500 ETF buyer in Q2 2018 was Tower Research Capital (TRC), an estimated $467K added.
- The largest iShares Russell 2500 ETF seller in Q2 2018 was BlackRock, an estimated $640K sold.
Based on aggregated 13F filings for Q2 2018.