iShares Russell 2500 ETF
SMMD
45 hedge funds and large institutions have $76.7M invested in iShares Russell 2500 ETF in 2020 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 16 increasing their positions, 7 reducing their positions, and 3 closing their positions.
467% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 3
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
129% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 7
79% more capital invested
Capital invested by funds: $42.8M → $76.7M (+$34M)
45% more funds holding
Funds holding: 31 → 45 (+14)
1.66% more ownership
Funds ownership: 40.55% → 42.21% (+1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWF
Epstein & White Financial
San Diego,
California
|
+$8.91M |
| 2 |
LFGH
Lee Financial Group Hawaii
Honolulu,
Hawaii
|
+$5.32M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.74M |
| 4 |
LPL Financial
San Diego,
California
|
+$2.27M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.97M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$9.68M |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1.81M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$981K |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
-$478K |
| 5 |
SL
Stevard LLC
Chicago,
Illinois
|
-$293K |
SMMD Hedge Fund Activity: Q4 2020 in Review
45 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2500 ETF (SMMD) for Q4 2020, worth a combined $76.7M — up 79% from $42.8M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new SMMD positions and 3 closed out — a net gain of 14 holders — while 16 added to existing stakes and 7 trimmed.
The largest buyer was Epstein & White Financial, opening a new position worth an estimated $8.91M. The largest seller was Brinker Capital Investments, exiting entirely with an estimated $9.68M sold.
- 45 institutional investors held iShares Russell 2500 ETF (SMMD) as of Q4 2020, up from 31 in Q3 2020.
- Funds reported $76.7M of iShares Russell 2500 ETF stock for Q4 2020, up 79% quarter-over-quarter.
- 17 funds opened new iShares Russell 2500 ETF positions in Q4 2020 and 3 closed out, a net change of +14 holders.
- The largest iShares Russell 2500 ETF buyer in Q4 2020 was Epstein & White Financial, an estimated $8.91M added.
- The largest iShares Russell 2500 ETF seller in Q4 2020 was Brinker Capital Investments, an estimated $9.68M sold.
Based on aggregated 13F filings for Q4 2020.