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iShares Russell 2500 ETF
SMMD

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.

New
Increased
Maintained
Reduced
Closed

1,356% more capital invested

Capital invested by funds: $898K → $13.1M (+$12.2M)

1,300% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 1

260% more funds holding

Funds holding: 5 → 18 (+13)

49.65% more ownership

Funds ownership: 6.29% → 55.94% (+50%)

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
O'Brien Wealth Partners
Massachusetts
+$3.7M
2
Bank of America
Bank of America
North Carolina
+$2.37M
3
EWF
Epstein & White Financial
California
+$1.99M
4
WAG
Winthrop Advisory Group
Massachusetts
+$1.19M
5
SI
Stephens Inc
Arkansas
+$916K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$553K
Name Holding Trade Value Shares
Change 		Change in
Stake
OBWP
1
O'Brien Wealth Partners
Massachusetts
$3.57M +$3.7M +86,877 New
Bank of America
2
Bank of America
North Carolina
$2.19M +$2.37M +55,626 +3,065%
EWF
3
Epstein & White Financial
California
$1.78M +$1.99M +46,724 New
WAG
4
Winthrop Advisory Group
Massachusetts
$1.07M +$1.19M +28,089 New
TRCT
5
Tower Research Capital (TRC)
New York
$962K +$908K +21,352 +557%
SI
6
Stephens Inc
Arkansas
$823K +$916K +21,534 New
BTS
7
BB&T Securities
Virginia
$527K +$587K +13,810 New
LPL Financial
8
LPL Financial
California
$519K +$578K +13,588 New
Cerity Partners
9
Cerity Partners
New York
$495K +$551K +12,950 New
BC
10
Brinker Capital
Pennsylvania
$439K +$489K +11,486 New
DWA
11
Divergent Wealth Advisors
Utah
$298K +$332K +7,796 New
1SAMC
12
12th Street Asset Management Company
Tennessee
$203K +$226K +5,306 New
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$70K +$78.2K +1,839 New
WAM
14
Wealthspire Advisors (Maryland)
Maryland
$56K +$2.94K +69 +5%
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$26K +$28.7K +675 New
William Blair & Company
16
William Blair & Company
Illinois
$24K +$27.2K +640 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$8K – – –
QCG
18
Quadrant Capital Group
Ohio
$1K +$2.21K +52 New
Citadel Advisors
19
Citadel Advisors
Florida
– -$553K -11,622 Closed

SMMD Hedge Fund Activity: Q4 2018 in Review

18 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2500 ETF (SMMD) for Q4 2018, worth a combined $13.1M — up 1,356% from $898K a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SMMD positions and 1 closed out — a net gain of 13 holders — while 3 added to existing stakes and 0 trimmed.

The largest buyer was O'Brien Wealth Partners, opening a new position worth an estimated $3.7M. The largest seller was Citadel Advisors, exiting entirely with an estimated $553K sold.

  • 18 institutional investors held iShares Russell 2500 ETF (SMMD) as of Q4 2018, up from 5 in Q3 2018.
  • Funds reported $13.1M of iShares Russell 2500 ETF stock for Q4 2018, up 1,356% quarter-over-quarter.
  • 14 funds opened new iShares Russell 2500 ETF positions in Q4 2018 and 1 closed out, a net change of +13 holders.
  • The largest iShares Russell 2500 ETF buyer in Q4 2018 was O'Brien Wealth Partners, an estimated $3.7M added.
  • The largest iShares Russell 2500 ETF seller in Q4 2018 was Citadel Advisors, an estimated $553K sold.

Based on aggregated 13F filings for Q4 2018.