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iShares Russell 2500 ETF

164 hedge funds and large institutions have $736M invested in iShares Russell 2500 ETF in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 69 increasing their positions, 51 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 8

35% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 51

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

16.75% more ownership

Funds ownership: 61.56%78.31% (+17%)

11% more capital invested

Capital invested by funds: $661M → $736M (+$75.3M)

6% more funds holding

Funds holding: 154164 (+10)

Holders
164
Holders Change
+10
Holders Change %
+6.49%
% of All Funds
2.37%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
21
Increased
69
Reduced
51
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
1
Coldstream Capital Management
Washington
$84.2M -$16.3M -259,710 -16%
CAM
2
Cresset Asset Management
Illinois
$36.1M +$968K +15,393 +3%
Fifth Third Bancorp
3
Fifth Third Bancorp
Ohio
$35.3M +$1.38M +21,891 +4%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$32.6M -$2.46M -39,132 -7%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$31.7M +$11.8M +187,999 +59%
FWIA
6
Fort Washington Investment Advisors
Ohio
$30.4M +$30.6M +486,000 New
Bank of America
7
Bank of America
North Carolina
$25.1M +$2.78M +44,200 +12%
WANY
8
Wealthspire Advisors (New York)
New York
$25M -$1.6M -25,371 -6%
WIA
9
World Investment Advisors
California
$22M +$22.1M +352,100 New
BC
10
Brio Consultants
California
$20.9M -$232K -3,696 -1%
US Bancorp
11
US Bancorp
Minnesota
$20M -$254K -4,038 -1%
KIM
12
Kestra Investment Management
Texas
$18.3M +$18.4M +292,002 New
CTC
13
Central Trust Company
Missouri
$18.1M +$2.25M +35,737 +14%
Truist Financial
14
Truist Financial
North Carolina
$17.8M -$21.1K -335 -0.1%
CWM
15
CMH Wealth Management
New Hampshire
$16.3M -$114K -1,815 -0.7%
ARG
16
Advisory Resource Group
Oklahoma
$15.4M +$1.01M +16,006 +7%
GT
17
Glenmede Trust
Pennsylvania
$14.5M +$2.93M +46,541 +25%
Focus Partners Wealth
18
Focus Partners Wealth
Massachusetts
$14.1M +$1.97M +31,313 +16%
LPL Financial
19
LPL Financial
California
$13.2M -$1.37M -21,795 -9%
HWMA
20
Heritage Wealth Management (Arizona)
Arizona
$12.1M -$439K -6,985 -3%
HFO
21
Heritage Family Offices
Arizona
$12.1M +$12.2M +193,720 New
Kovitz Investment Group Partners
22
Kovitz Investment Group Partners
Illinois
$11.7M +$11.8M +187,187 New
UBS Group
23
UBS Group
Switzerland
$11.2M -$598K -9,503 -5%
KCM
24
Kendall Capital Management
Maryland
$10.5M +$666K +10,594 +7%
BFG
25
Berger Financial Group
Minnesota
$9.44M +$167K +2,660 +2%

SMMD Hedge Fund Activity: Q2 2024 in Review

164 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2500 ETF (SMMD) for Q2 2024, worth a combined $736M — up 11% from $661M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new SMMD positions and 8 closed out — a net gain of 13 holders — while 69 added to existing stakes and 51 trimmed.

The largest buyer was Fort Washington Investment Advisors, opening a new position worth an estimated $30.6M. The largest seller was Coldstream Capital Management, cutting an estimated $16.3M.

  • 164 institutional investors held iShares Russell 2500 ETF (SMMD) as of Q2 2024, up from 154 in Q1 2024.
  • Funds reported $736M of iShares Russell 2500 ETF stock for Q2 2024, up 11% quarter-over-quarter.
  • 21 funds opened new iShares Russell 2500 ETF positions in Q2 2024 and 8 closed out, a net change of +13 holders.
  • The largest iShares Russell 2500 ETF buyer in Q2 2024 was Fort Washington Investment Advisors, an estimated $30.6M added.
  • The largest iShares Russell 2500 ETF seller in Q2 2024 was Coldstream Capital Management, an estimated $16.3M sold.

Based on aggregated 13F filings for Q2 2024.