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iShares Russell 2500 ETF
SMMD

Overview Fund Activity

44 hedge funds and large institutions have $76.5M invested in iShares Russell 2500 ETF in 2020 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 16 increasing their positions, 7 reducing their positions, and 3 closing their positions.

Holders
44
Holders Change
+13
Holders Change %
+41.94%
% of All Funds
0.78%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
16
Increased
16
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EWF
1
Epstein & White Financial
California
$9.85M
2
LFGH
2
Lee Financial Group Hawaii
Hawaii
$5.88M
3
DWP
3
Destiny Wealth Partners
Florida
$5.18M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$3.03M
5
LPL Financial
5
LPL Financial
California
$3.6M

Top Sellers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$0
2
TRCT
2
Tower Research Capital (TRC)
New York
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.41M
4
US Bancorp
4
US Bancorp
Minnesota
$8.13M
5
SL
5
Stevard LLC
Illinois
$6.27M
Name Market Value Shares Shares
Change 		Shares
Change %
EWF
1
Epstein & White Financial
California
$9.85M 173,400 +173,400 New
Bank of America
2
Bank of America
North Carolina
$8.21M 144,637 +987 +0.7%
US Bancorp
3
US Bancorp
Minnesota
$8.13M 143,304 -9,314 -6%
SL
4
Stevard LLC
Illinois
$6.27M 110,469 -5,695 -5%
LFGH
5
Lee Financial Group Hawaii
Hawaii
$5.88M 103,640 +103,640 New
DWP
6
Destiny Wealth Partners
Florida
$5.18M 91,260 +91,260 New
LPL Financial
7
LPL Financial
California
$3.6M 63,441 +44,173 +229%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$3.03M 53,365 +53,365 New
ARG
9
Advisory Resource Group
Oklahoma
$2.67M 47,072 +29,392 +166%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.41M 42,385 -19,103 -31%
RJA
11
Raymond James & Associates
Florida
$2.18M 38,418 +38,418 New
W
12
WealthOne
New York
$2.08M 36,656 +22,098 +152%
Citadel Advisors
13
Citadel Advisors
Florida
$1.75M 30,836 +20,439 +197%
LNC
14
Lincoln National Corp
Pennsylvania
$1.5M 26,470 -652 -2%
FTUS
15
Flow Traders U.S.
New York
$1.49M 26,269 -2,344 -8%
TPWA
16
TRUE Private Wealth Advisors
Oregon
$1.37M 24,137 +24,137 New
SWPG
17
Strategic Wealth Partners Group
Illinois
$1.32M 23,239 +23,239 New
JIC
18
Johnson Investment Counsel
Ohio
$1.23M 21,746 +16 +0.1%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$760K 13,396 +5,375 +67%
SWM
20
Southern Wealth Management
Texas
$626K 11,023 +49 +0.4%
UWM
21
USAdvisors Wealth Management
Minnesota
$583K 10,036 +10,036 New
AWM
22
Altavista Wealth Management
North Carolina
$569K 10,025 +10,025 New
AAS
23
Avantax Advisory Services
Texas
$556K 9,816 +722 +8%
UBS Group
24
UBS Group
Switzerland
$503K 8,865 +3,553 +67%
SBL
25
Sargent Bickham Lagudis
Colorado
$502K 8,840 +8,840 New
1
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