iShares Russell 2500 ETF
SMMD
154 hedge funds and large institutions have $661M invested in iShares Russell 2500 ETF in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 60 increasing their positions, 49 reducing their positions, and 14 closing their positions.
57% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 14
22% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 49
13% more capital invested
Capital invested by funds: $587M → $661M (+$74.1M)
2% more funds holding
Funds holding: 151 → 154 (+3)
1.45% more ownership
Funds ownership: 60.11% → 61.56% (+1.4%)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$18.8M |
| 2 |
LPL Financial
San Diego,
California
|
+$11.7M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$8.83M |
| 4 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
+$8.49M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$4.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$8.12M |
| 2 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$8.12M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
-$3.67M |
| 4 |
MFG
MidWestOne Financial Group
Iowa City,
Iowa
|
-$3.45M |
| 5 |
CAM
Congress Asset Management
Boston,
Massachusetts
|
-$3.02M |
SMMD Hedge Fund Activity: Q1 2024 in Review
154 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2500 ETF (SMMD) for Q1 2024, worth a combined $661M — up 13% from $587M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new SMMD positions and 14 closed out — a net gain of 8 holders — while 60 added to existing stakes and 49 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $18.8M. The largest seller was Brinker Capital Investments, cutting an estimated $8.12M.
- 154 institutional investors held iShares Russell 2500 ETF (SMMD) as of Q1 2024, up from 151 in Q4 2023.
- Funds reported $661M of iShares Russell 2500 ETF stock for Q1 2024, up 13% quarter-over-quarter.
- 22 funds opened new iShares Russell 2500 ETF positions in Q1 2024 and 14 closed out, a net change of +8 holders.
- The largest iShares Russell 2500 ETF buyer in Q1 2024 was Envestnet Asset Management, an estimated $18.8M added.
- The largest iShares Russell 2500 ETF seller in Q1 2024 was Brinker Capital Investments, an estimated $8.12M sold.
Based on aggregated 13F filings for Q1 2024.