iShares Russell 2500 ETF
SMMD
101 hedge funds and large institutions have $293M invested in iShares Russell 2500 ETF in 2022 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 45 increasing their positions, 25 reducing their positions, and 16 closing their positions.
80% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 25
19% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 16
1% more funds holding
Funds holding: 100 → 101 (+1)
2% more capital invested
Capital invested by funds: $288M → $293M (+$4.88M)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
2.45% less ownership
Funds ownership: 68.69% → 66.24% (-2.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$18.1M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$11.1M |
| 3 |
LFGH
Lee Financial Group Hawaii
Honolulu,
Hawaii
|
+$7.48M |
| 4 |
CG
Colony Group
Boston,
Massachusetts
|
+$6.35M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$2.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
-$9.68M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$2.53M |
| 3 |
JPG
Jordan Park Group
San Francisco,
California
|
-$2.1M |
| 4 |
CL
CPWM LLC
Seattle,
Washington
|
-$1.24M |
| 5 |
FA
FDx Advisors
Chicago,
Illinois
|
-$1.02M |
SMMD Hedge Fund Activity: Q3 2022 in Review
101 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2500 ETF (SMMD) for Q3 2022, worth a combined $293M — up 1.7% from $288M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new SMMD positions and 16 closed out — a net gain of 3 holders — while 45 added to existing stakes and 25 trimmed.
The largest buyer was UBS Group, adding an estimated $18.1M. The largest seller was Truist Financial, cutting an estimated $9.68M.
- 101 institutional investors held iShares Russell 2500 ETF (SMMD) as of Q3 2022, up from 100 in Q2 2022.
- Funds reported $293M of iShares Russell 2500 ETF stock for Q3 2022, up 1.7% quarter-over-quarter.
- 19 funds opened new iShares Russell 2500 ETF positions in Q3 2022 and 16 closed out, a net change of +3 holders.
- The largest iShares Russell 2500 ETF buyer in Q3 2022 was UBS Group, an estimated $18.1M added.
- The largest iShares Russell 2500 ETF seller in Q3 2022 was Truist Financial, an estimated $9.68M sold.
Based on aggregated 13F filings for Q3 2022.