We are live on ! Find out more
SMMD icon

iShares Russell 2500 ETF

231 hedge funds and large institutions have $2.12B invested in iShares Russell 2500 ETF in 2026 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 95 increasing their positions, 66 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 19

44% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 66

13% more capital invested

Capital invested by funds: $1.89B → $2.12B (+$238M)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

5% more funds holding

Funds holding: 221231 (+10)

0.33% less ownership

Funds ownership: 82.48%82.15% (-0.33%)

Holders
231
Holders Change
+10
Holders Change %
+4.52%
% of All Funds
2.85%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.11%
New
35
Increased
95
Reduced
66
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GT
1
Glenmede Trust
Pennsylvania
$337M +$37.5M +475,969 +12%
Fifth Third Bancorp
2
Fifth Third Bancorp
Ohio
$234M +$200M +2,536,353 +485%
Bank of America
3
Bank of America
North Carolina
$162M -$88.5M -1,122,480 -35%
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$132M +$136M +1,729,040 +147,152%
FWIA
5
Fort Washington Investment Advisors
Ohio
$115M
CTC
6
Central Trust Company
Missouri
$72.5M +$15.9M +202,293 +27%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$71.8M +$4.99M +63,264 +7%
CCM
8
Coldstream Capital Management
Washington
$59.2M -$5.74M -72,819 -9%
Focus Partners Wealth
9
Focus Partners Wealth
Massachusetts
$58.3M +$449K +5,700 +0.8%
CAM
10
Cresset Asset Management
Illinois
$50.4M +$1.19M +15,050 +2%
UBS Group
11
UBS Group
Switzerland
$44.6M +$14.6M +184,772 +46%
WANY
12
Wealthspire Advisors (New York)
New York
$41.3M +$2.58M +32,749 +6%
GKWIM
13
Gerber Kawasaki Wealth & Investment Management
California
$38.4M +$2.47M +31,278 +7%
Raymond James Financial
14
Raymond James Financial
Florida
$34M +$6.95M +88,124 +25%
William Blair & Company
15
William Blair & Company
Illinois
$31.6M -$5.17M -65,546 -14%
US Bancorp
16
US Bancorp
Minnesota
$29M +$3.07M +38,997 +11%
KCM
17
Kendall Capital Management
Maryland
$27.1M +$164K +2,075 +0.6%
JP Morgan Chase
18
JP Morgan Chase
New York
$25.4M +$20.4M +258,457 +301%
Truist Financial
19
Truist Financial
North Carolina
$23.1M +$6.13M +77,793 +35%
DG
20
Diesslin Group
Texas
$22.2M -$936K -11,868 -4%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$21M +$5.41M +68,621 +33%
WAP
22
Wealthcare Advisory Partners
Pennsylvania
$20.7M +$931K +11,812 +5%
WHG
23
Westwood Holdings Group
Texas
$19.9M +$4.64M +58,909 +29%
CAM
24
Congress Asset Management
Massachusetts
$18.3M -$86.3K -1,094 -0.5%
LPL Financial
25
LPL Financial
California
$16.4M +$2.56M +32,422 +18%