iShares Russell 2500 ETF (SMMD)

• Market cap: $1.34B
• 1 day: 1.05%
• 5 days: -4.67%
• 1 month: -3.24%
• 3 months: 1.00%
• 6 months: 10.06%
• Year to date: 11.86%
• 1 year: 13.59%
• 5 years: 41.99%
• 10 years: 72.26%

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

57% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 14

9% more capital invested

Capital invested by funds: $729M [Q2] → $793M (+$64.1M) [Q3]

5% more funds holding

Funds holding: 161 [Q2] → 169 (+8) [Q3]

1.04% more ownership

Funds ownership: 77.55% [Q2] → 78.58% (+1.04%) [Q3]

3% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 62

50% less funds holding in top 10

Funds holding in top 10: 8 [Q2] → 4 (-4) [Q3]