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iShares Russell 2500 ETF
SMMD

Overview Fund Activity

20 hedge funds and large institutions have $13.1M invested in iShares Russell 2500 ETF in 2019 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 4 closing their positions.

Holders
20
Holders Change
+1
Holders Change %
+5.26%
% of All Funds
0.44%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
5
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WTB
1
Washington Trust Bank
Washington
$1.21M
2
BC
2
Brinker Capital
Pennsylvania
$2.42M
3
Bank of America
3
Bank of America
North Carolina
$855K
4
DIP
4
DT Investment Partners
Pennsylvania
$248K
5
CCM
5
Cribstone Capital Management
Maine
$13K

Top Sellers

1
LBD
1
Landsberg Bennett & Dubbaneh
Florida
$0
2
PFO
2
Pathstone Family Office
New Jersey
$0
3
TRCT
3
Tower Research Capital (TRC)
New York
$978K
4
OBWP
4
O'Brien Wealth Partners
Massachusetts
$3.4M
5
Jane Street
5
Jane Street
New York
$1.03M
Name Market Value Shares Shares
Change 		Shares
Change %
OBWP
1
O'Brien Wealth Partners
Massachusetts
$3.4M 74,428 -6,663 -8%
BC
2
Brinker Capital
Pennsylvania
$2.42M 53,502 +19,325 +57%
WAG
3
Winthrop Advisory Group
Massachusetts
$1.27M 28,089 – –
WTB
4
Washington Trust Bank
Washington
$1.21M 26,672 +26,672 New
Jane Street
5
Jane Street
New York
$1.03M 22,657 -6,143 -21%
TRCT
6
Tower Research Capital (TRC)
New York
$978K 21,624 -15,957 -42%
Bank of America
7
Bank of America
North Carolina
$855K 18,891 +1,055 +6%
Cerity Partners
8
Cerity Partners
New York
$586K 12,950 – –
LPL Financial
9
LPL Financial
California
$555K 12,260 -1,920 -14%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$366K 5,525 – –
DIP
11
DT Investment Partners
Pennsylvania
$248K 5,485 +288 +6%
William Blair & Company
12
William Blair & Company
Illinois
$73K 1,615 +210 +15%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$23K 500 – –
CCM
14
Cribstone Capital Management
Maine
$13K 296 +296 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$9K 200 – –
MWP
16
MYCIO Wealth Partners
Pennsylvania
$9K 193 +193 New
AG
17
Advisor Group
Arizona
$8K 165 +109 +195%
RIA
18
Realta Investment Advisors
Delaware
$5K 120 -28 -19%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$4K 100 +100 New
LBD
20
Landsberg Bennett & Dubbaneh
Florida
– – -106,787 Closed
PFO
21
Pathstone Family Office
New Jersey
– – -20,494 Closed
WAM
22
Wealthspire Advisors (Maryland)
Maryland
– – -1,475 Closed
UBS Group
23
UBS Group
Switzerland
– – -58 Closed
CFGS
24
Concourse Financial Group Securities
Alabama
– – – –
Wells Fargo
25
Wells Fargo
California
$0 1 +1 New