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iShares Russell 2500 ETF
SMMD

Overview Fund Activity

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.

Holders
33
Holders Change
+3
Holders Change %
+10%
% of All Funds
0.73%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
7
Reduced
8
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
US Bancorp
1
US Bancorp
Minnesota
$1.8M
2
BC
2
Brinker Capital
Pennsylvania
$6.43M
3
LNC
3
Lincoln National Corp
Pennsylvania
$905K
4
KPWG
4
KFA Private Wealth Group
Virginia
$606K
5
Goldman Sachs
5
Goldman Sachs
New York
$444K

Top Sellers

1
ARG
1
Advisory Resource Group
Oklahoma
$828K
2
WAG
2
Winthrop Advisory Group
Massachusetts
$0
3
Cerity Partners
3
Cerity Partners
New York
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$391K
5
OBWP
5
O'Brien Wealth Partners
Massachusetts
$2M
Name Market Value Shares Shares
Change 		Shares
Change %
BC
1
Brinker Capital
Pennsylvania
$6.43M 191,190 +22,984 +14%
OBWP
2
O'Brien Wealth Partners
Massachusetts
$2M 62,389 -9,867 -14%
US Bancorp
3
US Bancorp
Minnesota
$1.8M 53,532 +53,532 New
SL
4
Stevard LLC
Illinois
$1.43M 42,512 -855 -2%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$947K 28,176 +4,777 +20%
LNC
6
Lincoln National Corp
Pennsylvania
$905K 26,913 +21,258 +376%
Bank of America
7
Bank of America
North Carolina
$830K 24,703 -9,199 -27%
ARG
8
Advisory Resource Group
Oklahoma
$828K 24,645 -163,649 -87%
JIC
9
Johnson Investment Counsel
Ohio
$714K 21,232 +12,102 +133%
KPWG
10
KFA Private Wealth Group
Virginia
$606K 18,019 +18,019 New
TAM
11
Tocqueville Asset Management
New York
$540K 16,055 +7,450 +87%
Goldman Sachs
12
Goldman Sachs
New York
$444K 13,200 +13,200 New
Citadel Advisors
13
Citadel Advisors
Florida
$391K 11,636 -12,379 -52%
LPL Financial
14
LPL Financial
California
$369K 10,979 -1,246 -10%
B
15
Bridgeworth
Alabama
$367K 10,930 +10,930 New
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$366K 5,525 – –
EAM
17
Eagle Asset Management
Florida
$321K 9,555 +9,555 New
AAS
18
Avantax Advisory Services
Texas
$306K 9,094 +9,094 New
AI
19
Atria Investments
North Carolina
$261K 7,770 +7,770 New
WA
20
Wealth Alliance
New York
$261K 7,770 +7,770 New
OFS
21
OneAscent Financial Services
Alabama
$210K 6,246 +6,246 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$202K 6,005 -3,345 -36%
DIP
23
DT Investment Partners
Pennsylvania
$201K 5,986 +431 +8%
WT
24
Whittier Trust
California
$177K 5,277 +5,277 New
FCM
25
Firestone Capital Management
Florida
$134K 4,000 +4,000 New
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