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iShares Russell 2500 ETF
SMMD

65 hedge funds and large institutions have $142M invested in iShares Russell 2500 ETF in 2021 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 6

85% more capital invested

Capital invested by funds: $76.7M → $142M (+$65.1M)

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

44% more funds holding

Funds holding: 45 → 65 (+20)

9.86% more ownership

Funds ownership: 42.21% → 52.07% (+9.9%)

Holders
65
Holders Change
+20
Holders Change %
+44.44%
% of All Funds
1.14%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
26
Increased
19
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCI
Brinker Capital Investments
Pennsylvania
+$13.1M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$12.3M
3
S
Surevest
California
+$6.7M
4
ARG
Advisory Resource Group
Oklahoma
+$5.14M
5
LFGH
Lee Financial Group Hawaii
Hawaii
+$3.84M

Top Sellers

1
SL
Stevard LLC
Illinois
-$6.27M
2
RJA
Raymond James & Associates
Florida
-$1.86M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.75M
4
FTUS
Flow Traders U.S.
New York
-$1.49M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$980K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCI
1
Brinker Capital Investments
Pennsylvania
$13.3M +$13.1M +212,022 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$12.5M +$12.3M +199,494 New
HWMA
3
Heritage Wealth Management (Arizona)
Arizona
$12.4M +$12.2M +196,984 New
Bank of America
4
Bank of America
North Carolina
$12.3M +$3.2M +51,723 +36%
EWF
5
Epstein & White Financial
California
$11.6M +$686K +11,095 +6%
LFGH
6
Lee Financial Group Hawaii
Hawaii
$10.4M +$3.84M +62,108 +60%
US Bancorp
7
US Bancorp
Minnesota
$8.77M -$242K -3,913 -3%
ARG
8
Advisory Resource Group
Oklahoma
$8.19M +$5.14M +83,101 +177%
S
9
Surevest
California
$6.82M +$6.7M +108,405 New
LPL Financial
10
LPL Financial
California
$5.69M +$1.67M +26,997 +43%
DWP
11
Destiny Wealth Partners
Florida
$5.25M -$482K -7,794 -9%
W
12
WealthOne
New York
$4.04M +$1.7M +27,503 +75%
SWPG
13
Strategic Wealth Partners Group
Illinois
$3.33M +$1.83M +29,635 +128%
TRCT
14
Tower Research Capital (TRC)
New York
$2.71M +$2.66M +43,055 New
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$2.58M -$759K -12,269 -23%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.67M -$980K -15,844 -37%
LNC
17
Lincoln National Corp
Pennsylvania
$1.66M -$8.66K -140 -0.5%
AWM
18
Altavista Wealth Management
North Carolina
$1.38M +$739K +11,955 +119%
JIC
19
Johnson Investment Counsel
Ohio
$1.37M +$1.36K +22 +0.1%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.05M +$203K +3,288 +25%
HNB
21
Huntington National Bank
Ohio
$1.02M – – –
UWM
22
USAdvisors Wealth Management
Minnesota
$962K +$325K +5,257 +52%
UBS Group
23
UBS Group
Switzerland
$959K +$394K +6,379 +72%
TPWA
24
TRUE Private Wealth Advisors
Oregon
$925K -$583K -9,424 -39%
AWM
25
Apollon Wealth Management
South Carolina
$765K +$752K +12,160 New
1
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SMMD Hedge Fund Activity: Q1 2021 in Review

65 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2500 ETF (SMMD) for Q1 2021, worth a combined $142M — up 85% from $76.7M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new SMMD positions and 6 closed out — a net gain of 20 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.

  • 65 institutional investors held iShares Russell 2500 ETF (SMMD) as of Q1 2021, up from 45 in Q4 2020.
  • Funds reported $142M of iShares Russell 2500 ETF stock for Q1 2021, up 85% quarter-over-quarter.
  • 26 funds opened new iShares Russell 2500 ETF positions in Q1 2021 and 6 closed out, a net change of +20 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.