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iShares Russell 2500 ETF
SMMD

Overview Fund Activity

30 hedge funds and large institutions have $32.2M invested in iShares Russell 2500 ETF in 2019 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 3 closing their positions.

Holders
30
Holders Change
+6
Holders Change %
+25%
% of All Funds
0.59%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
9
Increased
6
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ARG
1
Advisory Resource Group
Oklahoma
$9.06M
2
BC
2
Brinker Capital
Pennsylvania
$8.1M
3
SL
3
Stevard LLC
Illinois
$2.09M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.13M
5
JIC
5
Johnson Investment Counsel
Ohio
$440K

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.16M
3
FLPIM
3
F.L. Putnam Investment Management
Massachusetts
$0
4
Jane Street
4
Jane Street
New York
$0
5
TRCT
5
Tower Research Capital (TRC)
New York
$213K
Name Market Value Shares Shares
Change 		Shares
Change %
ARG
1
Advisory Resource Group
Oklahoma
$9.06M 188,294 +183,405 +3,751%
BC
2
Brinker Capital
Pennsylvania
$8.1M 168,206 +77,177 +85%
OBWP
3
O'Brien Wealth Partners
Massachusetts
$3.47M 72,256 -1,309 -2%
SL
4
Stevard LLC
Illinois
$2.09M 43,367 +43,367 New
Bank of America
5
Bank of America
North Carolina
$1.63M 33,902 +5,796 +21%
WAG
6
Winthrop Advisory Group
Massachusetts
$1.35M 28,089 – –
Citadel Advisors
7
Citadel Advisors
Florida
$1.16M 24,015 -14,610 -38%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.13M 23,399 +23,199 +11,600%
Cerity Partners
9
Cerity Partners
New York
$623K 12,950 – –
LPL Financial
10
LPL Financial
California
$589K 12,225 – –
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$450K 9,350 -837 -8%
JIC
12
Johnson Investment Counsel
Ohio
$440K 9,130 +9,130 New
TAM
13
Tocqueville Asset Management
New York
$414K 8,605 -25 -0.3%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$366K 5,525 – –
LNC
15
Lincoln National Corp
Pennsylvania
$272K 5,655 +5,655 New
DIP
16
DT Investment Partners
Pennsylvania
$267K 5,555 +212 +4%
TRCT
17
Tower Research Capital (TRC)
New York
$213K 4,417 -4,982 -53%
AG
18
Advisor Group
Arizona
$184K 3,811 +122 +3%
GKIM
19
GW&K Investment Management
Massachusetts
$112K 2,322 +2,322 New
William Blair & Company
20
William Blair & Company
Illinois
$78K 1,615 – –
Morgan Stanley
21
Morgan Stanley
New York
$63K 1,300 +1,300 New
MAM
22
Meeder Asset Management
Ohio
$63K 1,313 +1,313 New
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$24K 500 – –
AP
24
Americana Partners
Texas
$19K 400 +400 New
CCM
25
Cribstone Capital Management
Maine
$14K 296 – –
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