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iShares Russell 2500 ETF

189 hedge funds and large institutions have $1.35B invested in iShares Russell 2500 ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 86 increasing their positions, 53 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GIM
1
Glenmede Investment Management
Pennsylvania
$251M
FWIA
2
Fort Washington Investment Advisors
Ohio
$111M
Bank of America
3
Bank of America
North Carolina
$67.6M
CCM
4
Coldstream Capital Management
Washington
$67.5M
Fidelity Investments
5
Fidelity Investments
Massachusetts
$53.5M
CTC
6
Central Trust Company
Missouri
$51.1M
CAM
7
Cresset Asset Management
Illinois
$44.9M
Fifth Third Bancorp
8
Fifth Third Bancorp
Ohio
$38.5M
WANY
9
Wealthspire Advisors (New York)
New York
$36.9M
Focus Partners Wealth
10
Focus Partners Wealth
Massachusetts
$36.5M
GKWIM
11
Gerber Kawasaki Wealth & Investment Management
California
$32.7M
UBS Group
12
UBS Group
Switzerland
$26.4M
KCM
13
Kendall Capital Management
Maryland
$24.4M
WIA
14
World Investment Advisors
California
$24.2M
VAS
15
Vestmark Advisory Solutions
Massachusetts
$24.2M
US Bancorp
16
US Bancorp
Minnesota
$23.3M
Osaic Holdings
17
Osaic Holdings
Arizona
$20.7M
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$19.6M
Kovitz Investment Group Partners
19
Kovitz Investment Group Partners
Illinois
$18.6M
WAP
20
Wealthcare Advisory Partners
Pennsylvania
$18.5M
HFO
21
Heritage Family Offices
Arizona
$16.2M
Truist Financial
22
Truist Financial
North Carolina
$14.6M
Raymond James Financial
23
Raymond James Financial
Florida
$14.2M
William Blair & Company
24
William Blair & Company
Illinois
$13.8M
CNBOF
25
City National Bank of Florida
Florida
$12.5M