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iShares Russell 2500 ETF

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.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

5% more funds holding

Funds holding: 1920 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 5

13.91% less ownership

Funds ownership: 49.57%35.66% (-14%)

26% less capital invested

Capital invested by funds: $17.7M → $13.1M (-$4.63M)

Holders
20
Holders Change
+1
Holders Change %
+5.26%
% of All Funds
0.43%
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
Name Holding Trade Value Shares
Change
Change in
Stake
OBWP
1
O'Brien Wealth Partners
Massachusetts
$3.4M -$297K -6,663 -8%
BC
2
Brinker Capital
Pennsylvania
$2.42M +$862K +19,325 +57%
WAG
3
Winthrop Advisory Group
Massachusetts
$1.27M
WTB
4
Washington Trust Bank
Washington
$1.21M +$1.19M +26,672 New
Jane Street
5
Jane Street
New York
$1.02M -$274K -6,143 -21%
TRCT
6
Tower Research Capital (TRC)
New York
$978K -$711K -15,957 -42%
Bank of America
7
Bank of America
North Carolina
$855K +$47K +1,055 +6%
Cerity Partners
8
Cerity Partners
New York
$586K
LPL Financial
9
LPL Financial
California
$555K -$85.6K -1,920 -14%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$366K
DIP
11
DT Investment Partners
Pennsylvania
$248K +$12.8K +288 +6%
William Blair & Company
12
William Blair & Company
Illinois
$73K +$9.36K +210 +15%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$23K
CCM
14
Cribstone Capital Management
Maine
$13K +$13.2K +296 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$9K
MWP
16
MYCIO Wealth Partners
Pennsylvania
$9K +$8.6K +193 New
AG
17
Advisor Group
Arizona
$8K +$4.86K +109 +195%
RIA
18
Realta Investment Advisors
Delaware
$5K -$1.25K -28 -19%
JP Morgan Chase
19
JP Morgan Chase
New York
$4K +$4.46K +100 New
LBD
20
Landsberg Bennett & Dubbaneh
Florida
-$4.79M -106,787 Closed
PFO
21
Pathstone Family Office
New Jersey
-$904K -20,494 Closed
WAM
22
Wealthspire Advisors (Maryland)
Maryland
-$65K -1,475 Closed
UBS Group
23
UBS Group
Switzerland
-$3K -58 Closed
Wells Fargo
24
Wells Fargo
California
+$45 +1 New

SMMD Hedge Fund Activity: Q2 2019 in Review

20 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2500 ETF (SMMD) for Q2 2019, worth a combined $13.1M — down 26% from $17.7M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new SMMD positions and 4 closed out — a net gain of 1 holder — while 5 added to existing stakes and 5 trimmed.

The largest buyer was Washington Trust Bank, opening a new position worth an estimated $1.19M. The largest seller was Landsberg Bennett & Dubbaneh, exiting entirely with an estimated $4.79M sold.

  • 20 institutional investors held iShares Russell 2500 ETF (SMMD) as of Q2 2019, up from 19 in Q1 2019.
  • Funds reported $13.1M of iShares Russell 2500 ETF stock for Q2 2019, down 26% quarter-over-quarter.
  • 5 funds opened new iShares Russell 2500 ETF positions in Q2 2019 and 4 closed out, a net change of +1 holder.
  • The largest iShares Russell 2500 ETF buyer in Q2 2019 was Washington Trust Bank, an estimated $1.19M added.
  • The largest iShares Russell 2500 ETF seller in Q2 2019 was Landsberg Bennett & Dubbaneh, an estimated $4.79M sold.

Based on aggregated 13F filings for Q2 2019.