iShares Russell 2500 ETF $SMMD Shares Newly Acquired by Heritage Family Offices LLP

Heritage Family Offices LLP purchased a new stake in iShares Russell 2500 ETF (BATS:SMMD) in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund purchased 63,653 shares of the company’s stock, valued at approximately $5,444,000. iShares Russell 2500 ETF makes up 1.8% of Heritage Family Offices LLP’s investment portfolio, making the stock its 11th biggest holding.

Several other hedge funds have also recently modified their holdings of SMMD. M Holdings Securities Inc. bought a new position in iShares Russell 2500 ETF in the second quarter worth approximately $2,200,000. Align Financial LLC bought a new stake in iShares Russell 2500 ETF during the 3rd quarter valued at $590,000. SigFig Wealth Management LLC bought a new stake in iShares Russell 2500 ETF during the 3rd quarter valued at $17,032,000. Vann Equity Management LLC purchased a new position in shares of iShares Russell 2500 ETF in the 3rd quarter valued at $608,000. Finally, Keeler Thomas Management LLC purchased a new position in shares of iShares Russell 2500 ETF in the 3rd quarter valued at $594,000.

iShares Russell 2500 ETF Trading Up 0.5%

Shares of SMMD traded up $0.43 during trading hours on Friday, hitting $85.11. The company had a trading volume of 323,783 shares, compared to its average volume of 327,472. The company has a market capitalization of $1.83 billion, a PE ratio of 19.95 and a beta of 1.09. iShares Russell 2500 ETF has a one year low of $69.94 and a one year high of $93.42. The company’s fifty day moving average price is $87.04 and its two-hundred day moving average price is $85.47.

iShares Russell 2500 ETF 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.