We are live on ! Find out more
SMMD icon

iShares Russell 2500 ETF

65 hedge funds and large institutions have $196M invested in iShares Russell 2500 ETF in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 10 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 10

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

38% more capital invested

Capital invested by funds: $142M → $196M (+$54.5M)

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

9.36% more ownership

Funds ownership: 52.07%61.43% (+9.4%)

0% more funds holding

Funds holding: 6565 (0)

Holders
65
Holders Change
Holders Change %
0%
% of All Funds
1.13%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
12
Increased
34
Reduced
10
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPWM
1
Lake Point Wealth Management
Texas
$27.1M +$26.6M +409,061 New
HWMA
2
Heritage Wealth Management (Arizona)
Arizona
$17.1M +$4.01M +61,586 +31%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$16.2M +$2.94M +45,149 +23%
Bank of America
4
Bank of America
North Carolina
$15.7M +$2.69M +41,313 +21%
BCI
5
Brinker Capital Investments
Pennsylvania
$14.4M +$341K +5,237 +2%
EWF
6
Epstein & White Financial
California
$12.8M +$541K +8,322 +5%
S
7
Surevest
California
$9.95M +$2.72M +41,786 +39%
LFGH
8
Lee Financial Group Hawaii
Hawaii
$9.29M -$1.65M -25,397 -15%
US Bancorp
9
US Bancorp
Minnesota
$9.13M -$105K -1,610 -1%
ARG
10
Advisory Resource Group
Oklahoma
$8.71M +$91.4K +1,406 +1%
LPL Financial
11
LPL Financial
California
$6.78M +$780K +11,990 +13%
W
12
WealthOne
New York
$5.52M +$1.25M +19,243 +30%
DWP
13
Destiny Wealth Partners
Florida
$5.05M -$470K -7,229 -9%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$4.06M +$2.26M +34,813 +131%
LHC
15
Little House Capital
Massachusetts
$2.94M +$2.89M +44,404 New
D
16
Diversified
Delaware
$2.81M +$2.05M +31,451 +287%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$2.59M +$1.46M +22,476 +135%
Goldman Sachs
18
Goldman Sachs
New York
$2.38M +$2.34M +35,917 New
LNC
19
Lincoln National Corp
Pennsylvania
$1.73M -$14.2K -219 -0.8%
AWM
20
Altavista Wealth Management
North Carolina
$1.7M +$237K +3,644 +17%
CAN
21
Cetera Advisor Networks
California
$1.64M +$864K +13,289 +116%
JIC
22
Johnson Investment Counsel
Ohio
$1.48M +$33K +508 +2%
Truist Financial
23
Truist Financial
North Carolina
$1.43M +$1.41M +21,633 New
UBS Group
24
UBS Group
Switzerland
$1.37M +$354K +5,443 +36%
UWM
25
USAdvisors Wealth Management
Minnesota
$1.09M +$80K +1,230 +8%

SMMD Hedge Fund Activity: Q2 2021 in Review

65 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2500 ETF (SMMD) for Q2 2021, worth a combined $196M — up 38% from $142M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new SMMD positions and 10 closed out — a net gain of 2 holders — while 34 added to existing stakes and 10 trimmed.

The largest buyer was Heritage Wealth Management (Arizona), adding an estimated $4.01M. The largest seller was Tower Research Capital (TRC), exiting entirely with an estimated $2.71M sold.

  • 65 institutional investors held iShares Russell 2500 ETF (SMMD) as of Q2 2021, unchanged from Q1 2021.
  • Funds reported $196M of iShares Russell 2500 ETF stock for Q2 2021, up 38% quarter-over-quarter.
  • 12 funds opened new iShares Russell 2500 ETF positions in Q2 2021 and 10 closed out, a net change of +2 holders.
  • The largest iShares Russell 2500 ETF buyer in Q2 2021 was Heritage Wealth Management (Arizona), an estimated $4.01M added.
  • The largest iShares Russell 2500 ETF seller in Q2 2021 was Tower Research Capital (TRC), an estimated $2.71M sold.

Based on aggregated 13F filings for Q2 2021.