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iShares Russell 2500 ETF
SMMD

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.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

92% more capital invested

Capital invested by funds: $16.8M → $32.2M (+$15.4M)

25% more funds holding

Funds holding: 24 → 30 (+6)

13.69% more ownership

Funds ownership: 49.83% → 63.52% (+14%)

0% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 6

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
Advisory Resource Group
Oklahoma
+$8.47M
2
BC
Brinker Capital
Pennsylvania
+$3.56M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.07M
4
JIC
Johnson Investment Counsel
Ohio
+$421K
5
Bank of America
Bank of America
North Carolina
+$268K

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$1.08M
2
Citadel Advisors
Citadel Advisors
Florida
-$674K
3
FLPIM
F.L. Putnam Investment Management
Massachusetts
-$325K
4
Jane Street
Jane Street
New York
-$316K
5
TRCT
Tower Research Capital (TRC)
New York
-$230K
Name Holding Trade Value Shares
Change 		Change in
Stake
ARG
1
Advisory Resource Group
Oklahoma
$9.06M +$8.47M +183,405 +3,751%
BC
2
Brinker Capital
Pennsylvania
$8.1M +$3.56M +77,177 +85%
OBWP
3
O'Brien Wealth Partners
Massachusetts
$3.47M -$60.4K -1,309 -2%
SL
4
Stevard LLC
Illinois
$2.09M +$2M +43,367 New
Bank of America
5
Bank of America
North Carolina
$1.63M +$268K +5,796 +21%
WAG
6
Winthrop Advisory Group
Massachusetts
$1.35M – – –
Citadel Advisors
7
Citadel Advisors
Florida
$1.16M -$674K -14,610 -38%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.13M +$1.07M +23,199 +11,600%
Cerity Partners
9
Cerity Partners
New York
$623K – – –
LPL Financial
10
LPL Financial
California
$589K – – –
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$450K -$38.6K -837 -8%
JIC
12
Johnson Investment Counsel
Ohio
$440K +$421K +9,130 New
TAM
13
Tocqueville Asset Management
New York
$414K -$1.15K -25 -0.3%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$366K – – –
LNC
15
Lincoln National Corp
Pennsylvania
$272K +$261K +5,655 New
DIP
16
DT Investment Partners
Pennsylvania
$267K +$9.79K +212 +4%
TRCT
17
Tower Research Capital (TRC)
New York
$213K -$230K -4,982 -53%
AG
18
Advisor Group
Arizona
$184K +$5.63K +122 +3%
GKIM
19
GW&K Investment Management
Massachusetts
$112K +$107K +2,322 New
William Blair & Company
20
William Blair & Company
Illinois
$78K – – –
Morgan Stanley
21
Morgan Stanley
New York
$63K +$60K +1,300 New
MAM
22
Meeder Asset Management
Ohio
$63K +$60.6K +1,313 New
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$24K – – –
AP
24
Americana Partners
Texas
$19K +$18.5K +400 New
CCM
25
Cribstone Capital Management
Maine
$14K – – –
1
2

SMMD Hedge Fund Activity: Q4 2019 in Review

30 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2500 ETF (SMMD) for Q4 2019, worth a combined $32.2M — up 92% from $16.8M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SMMD positions and 3 closed out — a net gain of 6 holders — while 6 added to existing stakes and 6 trimmed.

The largest buyer was Advisory Resource Group, adding an estimated $8.47M. The largest seller was AllianceBernstein, exiting entirely with an estimated $1.08M sold.

  • 30 institutional investors held iShares Russell 2500 ETF (SMMD) as of Q4 2019, up from 24 in Q3 2019.
  • Funds reported $32.2M of iShares Russell 2500 ETF stock for Q4 2019, up 92% quarter-over-quarter.
  • 9 funds opened new iShares Russell 2500 ETF positions in Q4 2019 and 3 closed out, a net change of +6 holders.
  • The largest iShares Russell 2500 ETF buyer in Q4 2019 was Advisory Resource Group, an estimated $8.47M added.
  • The largest iShares Russell 2500 ETF seller in Q4 2019 was AllianceBernstein, an estimated $1.08M sold.

Based on aggregated 13F filings for Q4 2019.