iShares Russell 2500 ETF
SMMD
198 hedge funds and large institutions have $1.13B invested in iShares Russell 2500 ETF in 2024 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 90 increasing their positions, 40 reducing their positions, and 10 closing their positions.
290% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 10
125% more repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 40
100% more funds holding in top 10
Funds holding in top 10: 4 → 8 (+4)
40% more capital invested
Capital invested by funds: $805M → $1.13B (+$325M)
14% more funds holding
Funds holding: 174 → 198 (+24)
2.81% more ownership
Funds ownership: 79.75% → 82.56% (+2.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
+$99.1M |
| 2 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
+$39M |
| 3 |
FWIA
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
+$29.9M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$15.8M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$15.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.15M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.74M |
| 3 |
AWS
Atria Wealth Solutions
New York
|
-$1.47M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.39M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.36M |
SMMD Hedge Fund Activity: Q4 2024 in Review
198 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2500 ETF (SMMD) for Q4 2024, worth a combined $1.13B — up 40% from $805M a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new SMMD positions and 10 closed out — a net gain of 29 holders — while 90 added to existing stakes and 40 trimmed.
The largest buyer was Glenmede Trust, adding an estimated $99.1M. The largest seller was Susquehanna International Group, cutting an estimated $3.15M.
- 198 institutional investors held iShares Russell 2500 ETF (SMMD) as of Q4 2024, up from 174 in Q3 2024.
- Funds reported $1.13B of iShares Russell 2500 ETF stock for Q4 2024, up 40% quarter-over-quarter.
- 39 funds opened new iShares Russell 2500 ETF positions in Q4 2024 and 10 closed out, a net change of +29 holders.
- The largest iShares Russell 2500 ETF buyer in Q4 2024 was Glenmede Trust, an estimated $99.1M added.
- The largest iShares Russell 2500 ETF seller in Q4 2024 was Susquehanna International Group, an estimated $3.15M sold.
Based on aggregated 13F filings for Q4 2024.