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iShares Russell 2500 ETF

89 hedge funds and large institutions have $247M invested in iShares Russell 2500 ETF in 2021 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 37 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

480% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 5

147% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 15

35% more funds holding

Funds holding: 6689 (+23)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

13% more capital invested

Capital invested by funds: $219M → $247M (+$28.1M)

3.09% less ownership

Funds ownership: 64.51%61.43% (-3.1%)

Holders
89
Holders Change
+23
Holders Change %
+34.85%
% of All Funds
1.37%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
29
Increased
37
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$25.5M +$3.72M +55,848 +17%
Bank of America
2
Bank of America
North Carolina
$19.9M +$3.21M +48,157 +19%
Truist Financial
3
Truist Financial
North Carolina
$15.1M +$12.8M +192,627 +563%
BCI
4
Brinker Capital Investments
Pennsylvania
$14.3M -$139K -2,083 -1%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$12.9M -$311K -4,679 -2%
JMPWA
6
JP Morgan Private Wealth Advisors
California
$12.9M +$12.6M +188,594 +3,238%
W
7
WealthOne
New York
$11.7M +$4.45M +66,907 +62%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$11.6M +$1.72M +25,844 +17%
S
9
Surevest
California
$10.8M -$20.8K -312 -0.2%
LFGH
10
Lee Financial Group Hawaii
Hawaii
$10.4M +$13.6K +204 +0.1%
US Bancorp
11
US Bancorp
Minnesota
$9.4M +$388K +5,833 +4%
ARG
12
Advisory Resource Group
Oklahoma
$8.21M +$1.79M +26,843 +25%
LPWM
13
Lake Point Wealth Management
Texas
$6.28M -$21.7M -326,360 -78%
LPL Financial
14
LPL Financial
California
$5.89M -$257K -3,856 -4%
D
15
Diversified
Delaware
$5.65M +$1.09M +16,303 +24%
DWP
16
Destiny Wealth Partners
Florida
$4.64M +$65.8K +989 +1%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$4.32M -$19.8K -297 -0.5%
UBS Group
18
UBS Group
Switzerland
$4.29M +$2.56M +38,537 +147%
SWPG
19
Strategic Wealth Partners Group
Illinois
$3.88M +$73.5K +1,105 +2%
JPG
20
Jordan Park Group
California
$3.84M +$3.85M +57,801 New
LHC
21
Little House Capital
Massachusetts
$3.01M +$145K +2,179 +5%
Osaic Holdings
22
Osaic Holdings
Arizona
$2.51M +$2.18M +32,759 +648%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$2.36M +$165K +2,485 +8%
CAM
24
Cresset Asset Management
Illinois
$2.26M +$1.42M +21,338 +168%
CTC
25
Central Trust Company
Missouri
$2.12M +$2.05M +30,797 +2,760%

SMMD Hedge Fund Activity: Q4 2021 in Review

89 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2500 ETF (SMMD) for Q4 2021, worth a combined $247M — up 13% from $219M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new SMMD positions and 5 closed out — a net gain of 24 holders — while 37 added to existing stakes and 15 trimmed.

The largest buyer was Truist Financial, adding an estimated $12.8M. The largest seller was Lake Point Wealth Management, cutting an estimated $21.7M.

  • 89 institutional investors held iShares Russell 2500 ETF (SMMD) as of Q4 2021, up from 66 in Q3 2021.
  • Funds reported $247M of iShares Russell 2500 ETF stock for Q4 2021, up 13% quarter-over-quarter.
  • 29 funds opened new iShares Russell 2500 ETF positions in Q4 2021 and 5 closed out, a net change of +24 holders.
  • The largest iShares Russell 2500 ETF buyer in Q4 2021 was Truist Financial, an estimated $12.8M added.
  • The largest iShares Russell 2500 ETF seller in Q4 2021 was Lake Point Wealth Management, an estimated $21.7M sold.

Based on aggregated 13F filings for Q4 2021.