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iShares Russell 2500 ETF
SMMD

Overview Fund Activity

29 hedge funds and large institutions have $27.3M invested in iShares Russell 2500 ETF in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 12 closing their positions.

Holders
29
Holders Change
-4
Holders Change %
-12.12%
% of All Funds
0.6%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
9
Reduced
7
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
US Bancorp
1
US Bancorp
Minnesota
$6.44M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$983K
3
Bank of America
3
Bank of America
North Carolina
$1.88M
4
SWM
4
Southern Wealth Management
Texas
$466K
5
PCM
5
Palouse Capital Management
Washington
$279K

Top Sellers

1
OBWP
1
O'Brien Wealth Partners
Massachusetts
$0
2
KPWG
2
KFA Private Wealth Group
Virginia
$0
3
TAM
3
Tocqueville Asset Management
New York
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BC
1
Brinker Capital
Pennsylvania
$8.23M 193,599 +2,409 +1%
US Bancorp
2
US Bancorp
Minnesota
$6.44M 151,664 +98,132 +183%
Bank of America
3
Bank of America
North Carolina
$1.88M 44,324 +19,621 +79%
SL
4
Stevard LLC
Illinois
$1.63M 38,372 -4,140 -10%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.19M 27,916 -260 -0.9%
LNC
6
Lincoln National Corp
Pennsylvania
$1.15M 27,167 +254 +0.9%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$983K 23,145 +23,145 New
JIC
8
Johnson Investment Counsel
Ohio
$894K 21,033 -199 -0.9%
ARG
9
Advisory Resource Group
Oklahoma
$700K 16,480 -8,165 -33%
LPL Financial
10
LPL Financial
California
$483K 11,361 +382 +3%
SWM
11
Southern Wealth Management
Texas
$466K 10,974 +10,974 New
AAS
12
Avantax Advisory Services
Texas
$387K 9,094 – –
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$366K 5,525 – –
B
14
Bridgeworth
Alabama
$348K 8,183 -2,747 -25%
PCM
15
Palouse Capital Management
Washington
$279K 6,575 +6,575 New
OFS
16
OneAscent Financial Services
Alabama
$273K 6,424 +178 +3%
DIP
17
DT Investment Partners
Pennsylvania
$270K 6,363 +377 +6%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$260K 6,119 +114 +2%
CA
19
Claro Advisors
Massachusetts
$255K 5,993 +5,993 New
CA
20
Cetera Advisors
Colorado
$212K 4,987 +4,987 New
FCM
21
Firestone Capital Management
Florida
$170K 4,000 – –
CAN
22
Cetera Advisor Networks
California
$133K 3,125 +3,125 New
Osaic Holdings
23
Osaic Holdings
Arizona
$79K 1,855 -229 -11%
UBS Group
24
UBS Group
Switzerland
$67K 1,587 +1,587 New
Morgan Stanley
25
Morgan Stanley
New York
$55K 1,300 – –
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