iShares Russell 2500 ETF
SMMD
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.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
5% more funds holding
Funds holding: 19 → 20 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WTB
Washington Trust Bank
Spokane,
Washington
|
+$1.19M |
| 2 |
BC
Brinker Capital
Berwyn,
Pennsylvania
|
+$862K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$47K |
| 4 |
CCM
Cribstone Capital Management
Augusta,
Maine
|
+$13.2K |
| 5 |
DIP
DT Investment Partners
Chadds Ford,
Pennsylvania
|
+$12.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LBD
Landsberg Bennett & Dubbaneh
Punta Gorda,
Florida
|
-$4.79M |
| 2 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
-$904K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$711K |
| 4 |
OBWP
O'Brien Wealth Partners
Waltham,
Massachusetts
|
-$297K |
| 5 |
Jane Street
New York
|
-$274K |
SMMD Hedge Fund Activity: Q2 2019 in Review
20 of the 4,625 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.