Charter Oak Capital Management LLC Lowers Holdings in iShares Russell 2500 ETF (BATS:SMMD)

Charter Oak Capital Management LLC reduced its stake in shares of iShares Russell 2500 ETF (BATS:SMMD) by 4.6% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 18,142 shares of the company’s stock after selling 882 shares during the quarter. Charter Oak Capital Management LLC owned 0.11% of iShares Russell 2500 ETF worth $1,234,000 at the end of the most recent reporting period.

Other large investors also recently bought and sold shares of the company. Fort Washington Investment Advisors Inc. OH grew its position in shares of iShares Russell 2500 ETF by 45.7% during the 4th quarter. Fort Washington Investment Advisors Inc. OH now owns 1,363,980 shares of the company’s stock valued at $92,751,000 after acquiring an additional 427,780 shares during the period. FMR LLC increased its position in shares of iShares Russell 2500 ETF by 41.5% in the third quarter. FMR LLC now owns 717,116 shares of the company’s stock valued at $48,570,000 after buying an additional 210,399 shares in the last quarter. CENTRAL TRUST Co raised its stake in shares of iShares Russell 2500 ETF by 14.8% during 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 lifted its position in shares of iShares Russell 2500 ETF by 43.5% during the 3rd quarter. Glenmede Trust Co. NA now owns 331,389 shares of the company’s stock valued at $22,445,000 after buying an additional 100,503 shares in the last quarter. Finally, Kestra Investment Management LLC grew its stake in iShares Russell 2500 ETF by 13.1% in the 3rd 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 period.

iShares Russell 2500 ETF Stock Up 2.8 %

Shares of BATS SMMD opened at $70.23 on Tuesday. 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 simple moving average is $70.51 and its 200-day simple moving average is $68.10. The firm has a market cap of $1.19 billion, a price-to-earnings ratio of 15.31 and a beta of 1.15.

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.