iShares Russell 2500 ETF
SMMD
152 hedge funds and large institutions have $587M invested in iShares Russell 2500 ETF in 2023 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 65 increasing their positions, 36 reducing their positions, and 9 closing their positions.
785% more capital inflows, than outflows
Capital inflows: $147M | Capital outflows: $16.6M
300% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 9
81% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 36
18% more funds holding
Funds holding: 129 → 152 (+23)
5.05% more ownership
Funds ownership: 55.08% → 60.13% (+5.1%)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cresset Asset Management
Chicago,
Illinois
|
+$16.9M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$9.32M |
| 3 |
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$6.67M |
| 4 |
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$6.67M |
| 5 |
Coldstream Capital Management
Bellevue,
Washington
|
+$6.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Global Wealth Strategies & Associates
Denver,
Colorado
|
-$4.21M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$3.05M |
| 3 |
GoalVest Advisory
New York
|
-$1.13M |
| 4 |
Pinion Investment Advisors
Wichita,
Kansas
|
-$1.12M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.1M |
SMMD Hedge Fund Activity: Q4 2023 in Review
152 of the 6,876 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2500 ETF (SMMD) for Q4 2023, worth a combined $587M — up 41% from $415M a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new SMMD positions and 9 closed out — a net gain of 27 holders — while 65 added to existing stakes and 36 trimmed.
The largest buyer was Cresset Asset Management, adding an estimated $16.9M. The largest seller was Global Wealth Strategies & Associates, cutting an estimated $4.21M.
- 152 institutional investors held iShares Russell 2500 ETF (SMMD) as of Q4 2023, up from 129 in Q3 2023.
- Funds reported $587M of iShares Russell 2500 ETF stock for Q4 2023, up 41% quarter-over-quarter.
- 36 funds opened new iShares Russell 2500 ETF positions in Q4 2023 and 9 closed out, a net change of +27 holders.
- The largest iShares Russell 2500 ETF buyer in Q4 2023 was Cresset Asset Management, an estimated $16.9M added.
- The largest iShares Russell 2500 ETF seller in Q4 2023 was Global Wealth Strategies & Associates, an estimated $4.21M sold.
Based on aggregated 13F filings for Q4 2023.