Ishares L Cap Mb Sep ETF

Major stakeholders currently include J. L. Bainbridge & Co., Inc. ($37.5M), Client First Capital LLC ($3.9M), Raymond James Financial INC ($2.5M). Based on the latest 13F filings, there are a total of 34 tracked investment funds and institutions maintaining positions in SMAX.

Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $17.2M, driven by 11 managers accumulating shares while 17 reduced their exposure.

In the latest period, 12 funds trimmed their holdings, and 5 managers completely exited their positions. The aggregate reported sell value was $69.5M.

Yes, buying activity remains notable. 7 institutions opened new positions in {ticker}, and 4 existing holders added to their shares. The total reported buy value for the quarter amounted to $3.8M.