O Shaughnessy Asset Management LLC Raises Stake in iShares Russell 2500 ETF (BATS:SMMD)

O Shaughnessy Asset Management LLC lifted its stake in shares of iShares Russell 2500 ETF (BATS:SMMD) by 21.8% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 4,714 shares of the company’s stock after acquiring an additional 845 shares during the period. O Shaughnessy Asset Management LLC’s holdings in iShares Russell 2500 ETF were worth $321,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also recently modified their holdings of the company. Eagle Bay Advisors LLC purchased a new position in iShares Russell 2500 ETF during the fourth quarter worth about $30,000. Transcendent Capital Group LLC raised its position in shares of 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 buying an additional 396 shares during the period. Private Trust Co. NA acquired a new position in iShares Russell 2500 ETF in the fourth quarter valued at approximately $34,000. ORG Partners LLC grew its position in iShares Russell 2500 ETF by 39.3% in the fourth quarter. ORG Partners LLC now owns 1,050 shares of the company’s stock worth $71,000 after acquiring an additional 296 shares during the period. Finally, Cornerstone Planning Group LLC acquired a new stake in iShares Russell 2500 ETF during the fourth quarter worth $85,000.

iShares Russell 2500 ETF Stock Down 14.9 %

BATS:SMMD opened at $58.13 on Friday. iShares Russell 2500 ETF has a 52 week low of $53.81 and a 52 week high of $74.66. The stock’s fifty day moving average is $64.48 and its two-hundred day moving average is $67.92. The company has a market capitalization of $1.20 billion, a P/E ratio of 17.70 and a beta of 1.18.

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.