Corient Private Wealth LLC Boosts Holdings in iShares Russell 2500 ETF (BATS:SMMD)

Corient Private Wealth LLC raised its position in iShares Russell 2500 ETF (BATS:SMMD) by 1.2% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 23,711 shares of the company’s stock after purchasing an additional 275 shares during the period. Corient Private Wealth LLC’s holdings in iShares Russell 2500 ETF were worth $1,612,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently made changes to their positions in SMMD. D.A. Davidson & CO. boosted its stake in iShares Russell 2500 ETF by 5.2% during the third quarter. D.A. Davidson & CO. now owns 4,553 shares of the company’s stock valued at $308,000 after buying an additional 225 shares during the period. O Connor Financial Group LLC increased its stake in iShares Russell 2500 ETF by 6.7% in the 4th quarter. O Connor Financial Group LLC now owns 3,705 shares of the company’s stock worth $252,000 after acquiring an additional 233 shares during the last quarter. Ulland Investment Advisors LLC raised its holdings in shares of iShares Russell 2500 ETF by 0.9% in the 4th quarter. Ulland Investment Advisors LLC now owns 26,795 shares of the company’s stock valued at $1,822,000 after acquiring an additional 245 shares in the last quarter. ORG Partners LLC boosted its position in shares of iShares Russell 2500 ETF by 39.3% during the 4th quarter. ORG Partners LLC now owns 1,050 shares of the company’s stock valued at $71,000 after acquiring an additional 296 shares during the last quarter. Finally, Pure Financial Advisors LLC grew its holdings in shares of iShares Russell 2500 ETF by 4.2% during the fourth quarter. Pure Financial Advisors LLC now owns 8,449 shares of the company’s stock worth $575,000 after purchasing an additional 337 shares in the last quarter.

iShares Russell 2500 ETF Trading Down 4.7 %

SMMD stock opened at $65.10 on Tuesday. The company’s 50 day moving average is $67.70 and its 200 day moving average is $68.64. The stock has a market cap of $1.36 billion, a price-to-earnings ratio of 17.67 and a beta of 1.18. iShares Russell 2500 ETF has a 1-year low of $60.06 and a 1-year high of $74.66.

iShares Russell 2500 ETF Company Profile

The iShares Russell 2500 ETF (SMMD) is an exchange-traded fund that is based on the Russell 2500 index, a market-cap-weighted index of US companies ranked 501-3,000 by market cap. SMMD was launched on Jul 6, 2017 and is managed by BlackRock.