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iShares Russell 2500 ETF

5 hedge funds and large institutions have $898K invested in iShares Russell 2500 ETF in 2018 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 1

25% more funds holding

Funds holding: 45 (+1)

2.89% less ownership

Funds ownership: 9.18%6.29% (-2.9%)

15% less capital invested

Capital invested by funds: $1.06M → $898K (-$160K)

Holders
5
Holders Change
+1
Holders Change %
+25%
% of All Funds
0.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
2
Reduced
1
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
1
Citadel Advisors
Florida
$553K +$315K +6,652 +134%
TRCT
2
Tower Research Capital (TRC)
New York
$182K -$557K -11,774 -75%
Bank of America
3
Bank of America
North Carolina
$86K +$39.5K +835 +85%
WAM
4
Wealthspire Advisors (Maryland)
Maryland
$67K
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$10K +$9.46K +200 New

SMMD Hedge Fund Activity: Q3 2018 in Review

5 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2500 ETF (SMMD) for Q3 2018, worth a combined $898K — down 15% from $1.06M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new SMMD positions and 0 closed out — a net gain of 1 holder — while 2 added to existing stakes and 1 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $315K. The largest seller was Tower Research Capital (TRC), cutting an estimated $557K.

  • 5 institutional investors held iShares Russell 2500 ETF (SMMD) as of Q3 2018, up from 4 in Q2 2018.
  • Funds reported $898K of iShares Russell 2500 ETF stock for Q3 2018, down 15% quarter-over-quarter.
  • 1 fund opened new iShares Russell 2500 ETF positions in Q3 2018 and 0 closed out, a net change of +1 holder.
  • The largest iShares Russell 2500 ETF buyer in Q3 2018 was Citadel Advisors, an estimated $315K added.
  • The largest iShares Russell 2500 ETF seller in Q3 2018 was Tower Research Capital (TRC), an estimated $557K sold.

Based on aggregated 13F filings for Q3 2018.