iShares Russell 2500 ETF
SMMD
129 hedge funds and large institutions have $405M invested in iShares Russell 2500 ETF in 2022 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 51 increasing their positions, 30 reducing their positions, and 4 closing their positions.
850% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 4
70% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 30
38% more capital invested
Capital invested by funds: $293M → $405M (+$112M)
28% more funds holding
Funds holding: 101 → 129 (+28)
8.62% more ownership
Funds ownership: 66.24% → 74.86% (+8.6%)
25% less funds holding in top 10
Funds holding in top 10: 8 → 6 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWMA
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
+$26M |
| 2 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
+$17M |
| 3 |
CWM
CMH Wealth Management
Portsmouth,
New Hampshire
|
+$9.61M |
| 4 |
WANY
Wealthspire Advisors (New York)
New York
|
+$5.59M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$4.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$13.2M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
-$8.94M |
| 3 |
LHC
Little House Capital
Braintree,
Massachusetts
|
-$8.11M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$7.94M |
| 5 |
DWP
Destiny Wealth Partners
Tavares,
Florida
|
-$4.39M |
SMMD Hedge Fund Activity: Q4 2022 in Review
129 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2500 ETF (SMMD) for Q4 2022, worth a combined $405M — up 38% from $293M a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new SMMD positions and 4 closed out — a net gain of 34 holders — while 51 added to existing stakes and 30 trimmed.
The largest buyer was Heritage Wealth Management (Arizona), adding an estimated $26M. The largest seller was UBS Group, cutting an estimated $13.2M.
- 129 institutional investors held iShares Russell 2500 ETF (SMMD) as of Q4 2022, up from 101 in Q3 2022.
- Funds reported $405M of iShares Russell 2500 ETF stock for Q4 2022, up 38% quarter-over-quarter.
- 38 funds opened new iShares Russell 2500 ETF positions in Q4 2022 and 4 closed out, a net change of +34 holders.
- The largest iShares Russell 2500 ETF buyer in Q4 2022 was Heritage Wealth Management (Arizona), an estimated $26M added.
- The largest iShares Russell 2500 ETF seller in Q4 2022 was UBS Group, an estimated $13.2M sold.
Based on aggregated 13F filings for Q4 2022.