Creative Planning Cuts Position in iShares Russell 2500 ETF (BATS:SMMD)

Creative Planning lessened its stake in iShares Russell 2500 ETF (BATS:SMMD) by 1.9% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 12,433 shares of the company’s stock after selling 237 shares during the quarter. Creative Planning owned 0.07% of iShares Russell 2500 ETF worth $842,000 at the end of the most recent quarter.

Other large investors have also made changes to their positions in the company. Carmichael Hill & Associates Inc. grew its stake in iShares Russell 2500 ETF by 8.1% in the 2nd quarter. Carmichael Hill & Associates Inc. now owns 2,369 shares of the company’s stock valued at $148,000 after acquiring an additional 178 shares during the last quarter. Eagle Bay Advisors LLC grew its stake in iShares Russell 2500 ETF by 45.8% in the 1st quarter. Eagle Bay Advisors LLC now owns 573 shares of the company’s stock valued at $38,000 after acquiring an additional 180 shares during the last quarter. Catalytic Wealth RIA LLC grew its stake in iShares Russell 2500 ETF by 1.6% in the 1st quarter. Catalytic Wealth RIA LLC now owns 20,282 shares of the company’s stock valued at $1,331,000 after acquiring an additional 325 shares during the last quarter. Whittier Trust Co. grew its stake in iShares Russell 2500 ETF by 4.6% in the 2nd quarter. Whittier Trust Co. now owns 7,984 shares of the company’s stock valued at $500,000 after acquiring an additional 351 shares during the last quarter. Finally, CX Institutional grew its stake in iShares Russell 2500 ETF by 2.7% in the 2nd quarter. CX Institutional now owns 24,078 shares of the company’s stock valued at $1,507,000 after acquiring an additional 630 shares during the last quarter.

iShares Russell 2500 ETF Trading Up 0.5 %

Shares of BATS SMMD opened at $67.43 on Friday. The stock has a market cap of $1.15 billion, a price-to-earnings ratio of 15.31 and a beta of 1.15. iShares Russell 2500 ETF has a 52 week low of $38.91 and a 52 week high of $45.72. The company’s 50-day moving average price is $67.08 and its 200 day moving average price is $64.77.

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.