Heritage Family Offices LLP Acquires 1,363 Shares of iShares Russell 2500 ETF (BATS:SMMD)

Heritage Family Offices LLP increased its holdings in iShares Russell 2500 ETF (BATS:SMMD) by 0.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 190,565 shares of the company’s stock after purchasing an additional 1,363 shares during the period. iShares Russell 2500 ETF accounts for 6.5% of Heritage Family Offices LLP’s investment portfolio, making the stock its 2nd biggest position. Heritage Family Offices LLP owned about 1.12% of iShares Russell 2500 ETF worth $12,958,000 as of its most recent SEC filing.

Several other institutional investors have also recently added to or reduced their stakes in SMMD. FMR LLC raised its stake in iShares Russell 2500 ETF by 41.5% during the third quarter. FMR LLC now owns 717,116 shares of the company’s stock worth $48,570,000 after purchasing an additional 210,399 shares during the period. CENTRAL TRUST Co raised its position in shares of iShares Russell 2500 ETF by 14.8% in the 3rd quarter. CENTRAL TRUST Co now owns 331,646 shares of the company’s stock worth $22,462,000 after buying an additional 42,840 shares during the period. Glenmede Trust Co. NA boosted its holdings in iShares Russell 2500 ETF by 43.5% in the third quarter. Glenmede Trust Co. NA now owns 331,389 shares of the company’s stock valued at $22,445,000 after acquiring an additional 100,503 shares during the last quarter. Kestra Investment Management LLC boosted its holdings in iShares Russell 2500 ETF by 13.1% in the third quarter. Kestra Investment Management LLC now owns 330,255 shares of the company’s stock valued at $22,368,000 after acquiring an additional 38,253 shares during the last quarter. Finally, Kendall Capital Management grew its position in iShares Russell 2500 ETF by 6.7% during the second quarter. Kendall Capital Management now owns 167,949 shares of the company’s stock valued at $10,514,000 after acquiring an additional 10,594 shares during the period.

iShares Russell 2500 ETF Price Performance

Shares of BATS:SMMD opened at $69.42 on Thursday. The firm has a market capitalization of $1.18 billion, a PE ratio of 15.31 and a beta of 1.15. iShares Russell 2500 ETF has a 12 month low of $38.91 and a 12 month high of $45.72. The business has a 50-day moving average of $70.65 and a two-hundred day moving average of $67.64.

About iShares Russell 2500 ETF

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.