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iShares Russell 2500 ETF
SMMD

Overview Fund Activity

18 hedge funds and large institutions have $13.1M invested in iShares Russell 2500 ETF in 2018 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 1 closing their positions.

Holders
18
Holders Change
+13
Holders Change %
+260%
% of All Funds
0.4%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
14
Increased
3
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OBWP
1
O'Brien Wealth Partners
Massachusetts
$3.57M
2
Bank of America
2
Bank of America
North Carolina
$2.2M
3
EWF
3
Epstein & White Financial
California
$1.78M
4
WAG
4
Winthrop Advisory Group
Massachusetts
$1.07M
5
SI
5
Stephens Inc
Arkansas
$823K

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
OBWP
1
O'Brien Wealth Partners
Massachusetts
$3.57M 86,877 +86,877 New
Bank of America
2
Bank of America
North Carolina
$2.2M 57,441 +55,626 +3,065%
EWF
3
Epstein & White Financial
California
$1.78M 46,724 +46,724 New
WAG
4
Winthrop Advisory Group
Massachusetts
$1.07M 28,089 +28,089 New
TRCT
5
Tower Research Capital (TRC)
New York
$962K 25,186 +21,352 +557%
SI
6
Stephens Inc
Arkansas
$823K 21,534 +21,534 New
BTS
7
BB&T Securities
Virginia
$527K 13,810 +13,810 New
LPL Financial
8
LPL Financial
California
$519K 13,588 +13,588 New
Cerity Partners
9
Cerity Partners
New York
$495K 12,950 +12,950 New
BC
10
Brinker Capital
Pennsylvania
$439K 11,486 +11,486 New
DWA
11
Divergent Wealth Advisors
Utah
$298K 7,796 +7,796 New
1SAMC
12
12th Street Asset Management Company
Tennessee
$203K 5,306 +5,306 New
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$70K 1,839 +1,839 New
WAM
14
Wealthspire Advisors (Maryland)
Maryland
$56K 1,470 +69 +5%
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$26K 675 +675 New
William Blair & Company
16
William Blair & Company
Illinois
$24K 640 +640 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$8K 200 – –
QCG
18
Quadrant Capital Group
Ohio
$1K 52 +52 New
Citadel Advisors
19
Citadel Advisors
Florida
– – -11,622 Closed
CFGS
20
Concourse Financial Group Securities
Alabama
– – – –