iShares Russell 2500 ETF
SMMD
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.
29% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 7
22% more capital inflows, than outflows
Capital inflows: $6.97M | Capital outflows: $5.7M
0.76% more ownership
Funds ownership: 54.78% → 55.53% (+0.76%)
12% less funds holding
Funds holding: 33 → 29 (-4)
33% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 12
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
US Bancorp
Minneapolis,
Minnesota
|
+$3.84M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$905K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$767K |
| 4 |
Southern Wealth Management
Dallas,
Texas
|
+$429K |
| 5 |
Palouse Capital Management
Spokane,
Washington
|
+$257K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
O'Brien Wealth Partners
Waltham,
Massachusetts
|
-$2M |
| 2 |
KFA Private Wealth Group
Tysons,
Virginia
|
-$606K |
| 3 |
Tocqueville Asset Management
New York
|
-$540K |
| 4 |
Goldman Sachs
New York
|
-$444K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$391K |
SMMD Hedge Fund Activity: Q2 2020 in Review
29 of the 4,890 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2500 ETF (SMMD) for Q2 2020, worth a combined $27.3M — up 28% from $21.3M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of SMMD and 8 opened new positions — a net loss of 4 holders — while 7 trimmed existing stakes and 9 added.
The largest buyer was US Bancorp, adding an estimated $3.84M. The largest seller was O'Brien Wealth Partners, exiting entirely with an estimated $2M sold.
- 29 institutional investors held iShares Russell 2500 ETF (SMMD) as of Q2 2020, down from 33 in Q1 2020.
- Funds reported $27.3M of iShares Russell 2500 ETF stock for Q2 2020, up 28% quarter-over-quarter.
- 8 funds opened new iShares Russell 2500 ETF positions in Q2 2020 and 12 closed out, a net change of -4 holders.
- The largest iShares Russell 2500 ETF buyer in Q2 2020 was US Bancorp, an estimated $3.84M added.
- The largest iShares Russell 2500 ETF seller in Q2 2020 was O'Brien Wealth Partners, an estimated $2M sold.
Based on aggregated 13F filings for Q2 2020.