iShares Russell 2500 ETF
SMMD
33 hedge funds and large institutions have $21.3M invested in iShares Russell 2500 ETF in 2020 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 8 closing their positions.
63% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 8
10% more funds holding
Funds holding: 30 → 33 (+3)
8.74% less ownership
Funds ownership: 63.52% → 54.78% (-8.7%)
13% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 8
34% less capital invested
Capital invested by funds: $32.2M → $21.3M (-$10.9M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| 1 |
US Bancorp
Minneapolis,
Minnesota
|
+$2.34M |
| 2 |
BC
Brinker Capital
Berwyn,
Pennsylvania
|
+$1.01M |
| 3 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$930K |
| 4 |
KPWG
KFA Private Wealth Group
Tysons,
Virginia
|
+$788K |
| 5 |
Goldman Sachs
New York
|
+$577K |
Top Sellers
| 1 |
ARG
Advisory Resource Group
Tulsa,
Oklahoma
|
-$7.16M |
| 2 |
WAG
Winthrop Advisory Group
Boston,
Massachusetts
|
-$1.35M |
| 3 |
Cerity Partners
New York
|
-$623K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$542K |
| 5 |
OBWP
O'Brien Wealth Partners
Waltham,
Massachusetts
|
-$432K |
SMMD Hedge Fund Activity: Q1 2020 in Review
33 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2500 ETF (SMMD) for Q1 2020, worth a combined $21.3M — down 34% from $32.2M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new SMMD positions and 8 closed out — a net gain of 5 holders — while 7 added to existing stakes and 8 trimmed.
The largest buyer was US Bancorp, opening a new position worth an estimated $2.34M. The largest seller was Advisory Resource Group, cutting an estimated $7.16M.
- 33 institutional investors held iShares Russell 2500 ETF (SMMD) as of Q1 2020, up from 30 in Q4 2019.
- Funds reported $21.3M of iShares Russell 2500 ETF stock for Q1 2020, down 34% quarter-over-quarter.
- 13 funds opened new iShares Russell 2500 ETF positions in Q1 2020 and 8 closed out, a net change of +5 holders.
- The largest iShares Russell 2500 ETF buyer in Q1 2020 was US Bancorp, an estimated $2.34M added.
- The largest iShares Russell 2500 ETF seller in Q1 2020 was Advisory Resource Group, an estimated $7.16M sold.
Based on aggregated 13F filings for Q1 2020.