iShares Russell 2500 ETF
SMMD
174 hedge funds and large institutions have $805M invested in iShares Russell 2500 ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 62 increasing their positions, 63 reducing their positions, and 13 closing their positions.
77% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 13
9% more capital invested
Capital invested by funds: $738M → $805M (+$67M)
5% more funds holding
Funds holding: 165 → 174 (+9)
1.23% more ownership
Funds ownership: 78.52% → 79.75% (+1.2%)
2% less repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 63
50% less funds holding in top 10
Funds holding in top 10: 8 → 4 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWIA
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
+$29.4M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$13.7M |
| 3 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
+$6.56M |
| 4 |
SW
Simplicity Wealth
Summit,
New Jersey
|
+$5.88M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$4.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
-$20.6M |
| 2 |
ARG
Advisory Resource Group
Tulsa,
Oklahoma
|
-$13.7M |
| 3 |
LPL Financial
San Diego,
California
|
-$4.47M |
| 4 |
New York State Common Retirement Fund
Albany,
New York
|
-$3.57M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$3.57M |
SMMD Hedge Fund Activity: Q3 2024 in Review
174 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2500 ETF (SMMD) for Q3 2024, worth a combined $805M — up 9.1% from $738M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new SMMD positions and 13 closed out — a net gain of 10 holders — while 62 added to existing stakes and 63 trimmed.
The largest buyer was Fort Washington Investment Advisors, adding an estimated $29.4M. The largest seller was Coldstream Capital Management, cutting an estimated $20.6M.
- 174 institutional investors held iShares Russell 2500 ETF (SMMD) as of Q3 2024, up from 165 in Q2 2024.
- Funds reported $805M of iShares Russell 2500 ETF stock for Q3 2024, up 9.1% quarter-over-quarter.
- 23 funds opened new iShares Russell 2500 ETF positions in Q3 2024 and 13 closed out, a net change of +10 holders.
- The largest iShares Russell 2500 ETF buyer in Q3 2024 was Fort Washington Investment Advisors, an estimated $29.4M added.
- The largest iShares Russell 2500 ETF seller in Q3 2024 was Coldstream Capital Management, an estimated $20.6M sold.
Based on aggregated 13F filings for Q3 2024.