Coldstream Capital Management Inc. Raises Holdings in iShares Russell 2500 ETF (BATS:SMMD)

Coldstream Capital Management Inc. boosted its position in iShares Russell 2500 ETF (BATS:SMMD) by 54.2% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 1,587,780 shares of the company’s stock after purchasing an additional 558,372 shares during the quarter. iShares Russell 2500 ETF makes up approximately 2.3% of Coldstream Capital Management Inc.’s investment portfolio, making the stock its 10th largest holding. Coldstream Capital Management Inc. owned about 9.34% of iShares Russell 2500 ETF worth $107,969,000 at the end of the most recent reporting period.

Other hedge funds have also modified their holdings of the company. Eagle Bay Advisors LLC acquired a new stake in iShares Russell 2500 ETF in the fourth quarter worth about $30,000. National Bank of Canada FI purchased a new stake in iShares Russell 2500 ETF during the 4th quarter worth approximately $32,000. Transcendent Capital Group LLC increased its stake in iShares Russell 2500 ETF by 396.0% during the 4th quarter. Transcendent Capital Group LLC now owns 496 shares of the company’s stock valued at $34,000 after purchasing an additional 396 shares in the last quarter. Private Trust Co. NA purchased a new position in shares of iShares Russell 2500 ETF in the fourth quarter worth $34,000. Finally, ORG Partners LLC lifted its stake in shares of iShares Russell 2500 ETF by 39.3% during the fourth quarter. ORG Partners LLC now owns 1,050 shares of the company’s stock worth $71,000 after buying an additional 296 shares during the period.

iShares Russell 2500 ETF Price Performance

BATS SMMD opened at $60.93 on Friday. The stock’s fifty day moving average price is $62.29 and its 200 day moving average price is $67.36. iShares Russell 2500 ETF has a 1 year low of $53.81 and a 1 year high of $74.66. The company has a market cap of $1.26 billion, a price-to-earnings ratio of 16.96 and a beta of 1.11.

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.