iShares Russell 2500 ETF
SMMD
66 hedge funds and large institutions have $200M 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, 11 reducing their positions, and 10 closing their positions.
209% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 11
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
35% more capital invested
Capital invested by funds: $149M → $200M (+$51.5M)
20% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 10
8.02% more ownership
Funds ownership: 54.64% → 62.66% (+8%)
0% more funds holding
Funds holding: 66 → 66 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWMA
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
+$4.01M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.94M |
| 3 |
LHC
Little House Capital
Braintree,
Massachusetts
|
+$2.89M |
| 4 |
S
Surevest
Los Angeles,
California
|
+$2.72M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$2.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JPG
Jordan Park Group
San Francisco,
California
|
-$3.34M |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$2.71M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.02M |
| 4 |
LFGH
Lee Financial Group Hawaii
Honolulu,
Hawaii
|
-$1.65M |
| 5 |
SSWM
Smith Salley Wealth Management
Greensboro,
North Carolina
|
-$488K |
SMMD Hedge Fund Activity: Q2 2021 in Review
66 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2500 ETF (SMMD) for Q2 2021, worth a combined $200M — up 35% from $149M 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 11 trimmed.
The largest buyer was Heritage Wealth Management (Arizona), adding an estimated $4.01M. The largest seller was Jordan Park Group, cutting an estimated $3.34M.
- 66 institutional investors held iShares Russell 2500 ETF (SMMD) as of Q2 2021, unchanged from Q1 2021.
- Funds reported $200M of iShares Russell 2500 ETF stock for Q2 2021, up 35% 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 Jordan Park Group, an estimated $3.34M sold.
Based on aggregated 13F filings for Q2 2021.