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iShares Russell 2500 ETF

173 hedge funds and large institutions have $803M invested in iShares Russell 2500 ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 61 increasing their positions, 63 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 13

9% more capital invested

Capital invested by funds: $736M → $803M (+$66.8M)

5% more funds holding

Funds holding: 164173 (+9)

1.23% more ownership

Funds ownership: 78.31%79.54% (+1.2%)

3% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 63

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
173
Holders Change
+9
Holders Change %
+5.49%
% of All Funds
2.48%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
23
Increased
61
Reduced
63
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
1
Coldstream Capital Management
Washington
$69.7M -$20.6M -315,042 -23%
FWIA
2
Fort Washington Investment Advisors
Ohio
$63.4M +$29.4M +450,200 +93%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$48.6M +$13.7M +210,399 +42%
CAM
4
Cresset Asset Management
Illinois
$40.5M +$1.39M +21,244 +4%
Fifth Third Bancorp
5
Fifth Third Bancorp
Ohio
$38.1M -$62.9K -964 -0.2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$36.7M +$1.37M +21,044 +4%
Bank of America
7
Bank of America
North Carolina
$31.3M +$4.01M +61,458 +15%
WANY
8
Wealthspire Advisors (New York)
New York
$28.9M +$1.82M +27,823 +7%
WIA
9
World Investment Advisors
California
$23.5M -$338K -5,176 -1%
BC
10
Brio Consultants
California
$22.5M -$79.7K -1,222 -0.4%
CTC
11
Central Trust Company
Missouri
$22.5M +$2.79M +42,840 +15%
GT
12
Glenmede Trust
Pennsylvania
$22.4M +$6.56M +100,503 +44%
KIM
13
Kestra Investment Management
Texas
$22.4M +$2.5M +38,253 +13%
US Bancorp
14
US Bancorp
Minnesota
$21.5M -$154K -2,361 -0.7%
Truist Financial
15
Truist Financial
North Carolina
$19.5M +$253K +3,874 +1%
CWM
16
CMH Wealth Management
New Hampshire
$17.5M -$123K -1,892 -0.7%
Focus Partners Wealth
17
Focus Partners Wealth
Massachusetts
$14.6M -$601K -9,209 -4%
HFO
18
Heritage Family Offices
Arizona
$12.8M -$295K -4,518 -2%
UBS Group
19
UBS Group
Switzerland
$12.8M +$668K +10,235 +6%
KCM
20
Kendall Capital Management
Maryland
$12M +$627K +9,606 +6%
BFG
21
Berger Financial Group
Minnesota
$10.8M +$543K +8,318 +6%
LPL Financial
22
LPL Financial
California
$9.65M -$4.47M -68,483 -32%
HighTower Advisors
23
HighTower Advisors
Illinois
$9.29M +$256K +3,923 +3%
BCI
24
Brinker Capital Investments
Pennsylvania
$9M -$684K -10,487 -7%
OPS
25
Orion Portfolio Solutions
Nebraska
$9M -$684K -10,487 -7%

SMMD Hedge Fund Activity: Q3 2024 in Review

173 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2500 ETF (SMMD) for Q3 2024, worth a combined $803M — up 9.1% from $736M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new SMMD positions and 13 closed out — a net gain of 10 holders — while 61 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.

  • 173 institutional investors held iShares Russell 2500 ETF (SMMD) as of Q3 2024, up from 164 in Q2 2024.
  • Funds reported $803M 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.