iShares Russell 2500 ETF
SMMD
66 hedge funds and large institutions have $149M invested in iShares Russell 2500 ETF in 2021 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 6 closing their positions.
350% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 6
94% more capital invested
Capital invested by funds: $76.7M → $149M (+$72.1M)
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
58% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 12
47% more funds holding
Funds holding: 45 → 66 (+21)
12.43% more ownership
Funds ownership: 42.21% → 54.64% (+12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$13.1M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$12.3M |
| 3 |
JPG
Jordan Park Group
San Francisco,
California
|
+$6.83M |
| 4 |
S
Surevest
Los Angeles,
California
|
+$6.7M |
| 5 |
ARG
Advisory Resource Group
Tulsa,
Oklahoma
|
+$5.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SL
Stevard LLC
Chicago,
Illinois
|
-$6.27M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.86M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.75M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$1.49M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$980K |
SMMD Hedge Fund Activity: Q1 2021 in Review
66 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2500 ETF (SMMD) for Q1 2021, worth a combined $149M — up 94% from $76.7M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new SMMD positions and 6 closed out — a net gain of 21 holders — while 19 added to existing stakes and 12 trimmed.
The largest buyer was Brinker Capital Investments, opening a new position worth an estimated $13.1M. The largest seller was Stevard LLC, exiting entirely with an estimated $6.27M sold.
- 66 institutional investors held iShares Russell 2500 ETF (SMMD) as of Q1 2021, up from 45 in Q4 2020.
- Funds reported $149M of iShares Russell 2500 ETF stock for Q1 2021, up 94% quarter-over-quarter.
- 27 funds opened new iShares Russell 2500 ETF positions in Q1 2021 and 6 closed out, a net change of +21 holders.
- The largest iShares Russell 2500 ETF buyer in Q1 2021 was Brinker Capital Investments, an estimated $13.1M added.
- The largest iShares Russell 2500 ETF seller in Q1 2021 was Stevard LLC, an estimated $6.27M sold.
Based on aggregated 13F filings for Q1 2021.