SMMD icon

iShares Russell 2500 ETF
SMMD

Overview Fund Activity

24 hedge funds and large institutions have $16.8M invested in iShares Russell 2500 ETF in 2019 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 2 closing their positions.

Holders
24
Holders Change
+4
Holders Change %
+20%
% of All Funds
0.53%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
4
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.72M
2
BC
2
Brinker Capital
Pennsylvania
$4.05M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$1.08M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$454K
5
Bank of America
5
Bank of America
North Carolina
$1.25M

Top Sellers

1
WTB
1
Washington Trust Bank
Washington
$0
2
Jane Street
2
Jane Street
New York
$316K
3
TRCT
3
Tower Research Capital (TRC)
New York
$419K
4
OBWP
4
O'Brien Wealth Partners
Massachusetts
$3.28M
5
DIP
5
DT Investment Partners
Pennsylvania
$238K
Name Market Value Shares Shares
Change 		Shares
Change %
BC
1
Brinker Capital
Pennsylvania
$4.05M 91,029 +37,527 +70%
OBWP
2
O'Brien Wealth Partners
Massachusetts
$3.28M 73,565 -863 -1%
Citadel Advisors
3
Citadel Advisors
Florida
$1.72M 38,625 +38,625 New
Bank of America
4
Bank of America
North Carolina
$1.25M 28,106 +9,215 +49%
WAG
5
Winthrop Advisory Group
Massachusetts
$1.25M 28,089 – –
AllianceBernstein
6
AllianceBernstein
Tennessee
$1.08M 24,180 +24,180 New
Cerity Partners
7
Cerity Partners
New York
$577K 12,950 – –
LPL Financial
8
LPL Financial
California
$544K 12,225 -35 -0.3%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$454K 10,187 +10,187 New
TRCT
10
Tower Research Capital (TRC)
New York
$419K 9,399 -12,225 -57%
TAM
11
Tocqueville Asset Management
New York
$384K 8,630 +8,630 New
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$366K 5,525 – –
FLPIM
13
F.L. Putnam Investment Management
Massachusetts
$325K 7,289 +7,289 New
Jane Street
14
Jane Street
New York
$316K 7,086 -15,571 -69%
DIP
15
DT Investment Partners
Pennsylvania
$238K 5,343 -142 -3%
ARG
16
Advisory Resource Group
Oklahoma
$218K 4,889 +4,889 New
AG
17
Advisor Group
Arizona
$164K 3,689 +3,524 +2,136%
William Blair & Company
18
William Blair & Company
Illinois
$72K 1,615 – –
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$22K 500 – –
CCM
20
Cribstone Capital Management
Maine
$13K 296 – –
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$9K 200 – –
MWP
22
MYCIO Wealth Partners
Pennsylvania
$9K 193 – –
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$4K 100 – –
WTB
24
Washington Trust Bank
Washington
– – -26,672 Closed
RIA
25
Realta Investment Advisors
Delaware
– – -120 Closed
1
2