iShares Russell 2500 ETF
SMMD
100 hedge funds and large institutions have $288M invested in iShares Russell 2500 ETF in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 47 increasing their positions, 24 reducing their positions, and 15 closing their positions.
96% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 24
27% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 15
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
3% more funds holding
Funds holding: 97 → 100 (+3)
1.77% more ownership
Funds ownership: 66.92% → 68.69% (+1.8%)
2% more capital invested
Capital invested by funds: $283M → $288M (+$5.55M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
+$22M |
| 2 |
BC
Brio Consultants
San Francisco,
California
|
+$17.8M |
| 3 |
WANY
Wealthspire Advisors (New York)
New York
|
+$10.1M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$10.1M |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
+$3.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWS
Paragon Wealth Strategies
Jacksonville,
Florida
|
-$25.4M |
| 2 |
HWMA
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
-$2.38M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.71M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.36M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$1.1M |
SMMD Hedge Fund Activity: Q2 2022 in Review
100 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2500 ETF (SMMD) for Q2 2022, worth a combined $288M — up 2% from $283M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new SMMD positions and 15 closed out — a net gain of 4 holders — while 47 added to existing stakes and 24 trimmed.
The largest buyer was Coldstream Capital Management, adding an estimated $22M. The largest seller was Paragon Wealth Strategies, exiting entirely with an estimated $25.4M sold.
- 100 institutional investors held iShares Russell 2500 ETF (SMMD) as of Q2 2022, up from 97 in Q1 2022.
- Funds reported $288M of iShares Russell 2500 ETF stock for Q2 2022, up 2% quarter-over-quarter.
- 19 funds opened new iShares Russell 2500 ETF positions in Q2 2022 and 15 closed out, a net change of +4 holders.
- The largest iShares Russell 2500 ETF buyer in Q2 2022 was Coldstream Capital Management, an estimated $22M added.
- The largest iShares Russell 2500 ETF seller in Q2 2022 was Paragon Wealth Strategies, an estimated $25.4M sold.
Based on aggregated 13F filings for Q2 2022.