EP Wealth Advisors LLC Reduces Holdings in iShares Russell 2500 ETF (BATS:SMMD)

EP Wealth Advisors LLC reduced its stake in shares of iShares Russell 2500 ETF (BATS:SMMD) by 25.7% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 6,629 shares of the company’s stock after selling 2,293 shares during the period. EP Wealth Advisors LLC’s holdings in iShares Russell 2500 ETF were worth $408,000 at the end of the most recent quarter.

Other hedge funds also recently added to or reduced their stakes in the company. Cresset Asset Management LLC boosted its holdings in shares of iShares Russell 2500 ETF by 149.1% in the 4th quarter. Cresset Asset Management LLC now owns 509,552 shares of the company’s stock valued at $31,373,000 after buying an additional 305,015 shares during the period. Heritage Wealth Management LLC acquired a new position in iShares Russell 2500 ETF during the 4th quarter valued at about $12,576,000. International Assets Investment Management LLC acquired a new position in iShares Russell 2500 ETF during the 4th quarter valued at about $10,254,000. Orion Portfolio Solutions LLC raised its position in shares of iShares Russell 2500 ETF by 72.7% during the 4th quarter. Orion Portfolio Solutions LLC now owns 285,764 shares of the company’s stock worth $17,300,000 after buying an additional 120,330 shares in the last quarter. Finally, Coldstream Capital Management Inc. raised its position in shares of iShares Russell 2500 ETF by 8.4% during the 4th quarter. Coldstream Capital Management Inc. now owns 1,554,735 shares of the company’s stock worth $95,725,000 after buying an additional 120,123 shares in the last quarter.

iShares Russell 2500 ETF Price Performance

BATS SMMD opened at $62.41 on Wednesday. The company’s 50 day simple moving average is $62.81 and its 200 day simple moving average is $62.07. iShares Russell 2500 ETF has a 12 month low of $38.91 and a 12 month high of $45.72. The company has a market capitalization of $1.06 billion, a P/E ratio of 15.31 and a beta of 1.15.

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.