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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
TWC
226
TD Waterhouse Canada
Ontario, Canada
$6.52K +$6.7K +85 New
IA
227
IFP Advisors
Florida
$3.82K -$6.94K -88 -64%
AWM
228
AE Wealth Management
Kansas
$3.05K +$2.92K +37 +1,233%
ATPW
229
Ashton Thomas Private Wealth
Arizona
$2.83K +$2.92K +37 New
DMIC
230
Dixon Mitchell Investment Counsel
British Columbia, Canada
$2.6K +$2.68K +34 New
DIP
231
DT Investment Partners
Pennsylvania
$1.53K
SWP
232
Strategic Wealth Partners
Ohio
$51
BIM
233
Bridges Investment Management
Nebraska
-$13.8M -184,192 Closed
PCM
234
Palisade Capital Management
New Jersey
-$11.4M -152,701 Closed
ACM
235
American Capital Management
New York
-$5.9M -78,709 Closed
SC
236
Sepio Capital
Utah
-$5.05M -67,359 Closed
Citadel Advisors
237
Citadel Advisors
Florida
-$4.34M -57,901 Closed
BAMCO Inc
238
BAMCO Inc
New York
-$3.89M -51,896 Closed
STAS
239
Strong Tower Advisory Services
Minnesota
-$931K -12,419 Closed
NSCM
240
New South Capital Management
Tennessee
-$886K -11,825 Closed
HCM
241
Hilton Capital Management
New York
-$506K -6,752 Closed
NG
242
Norden Group
Utah
-$360K -4,800 Closed
AI
243
Atria Investments
North Carolina
-$272K -3,627 Closed
MMHP
244
Murphy Middleton Hinkle & Parker
Georgia
-$699K -3,584 Closed
RMF
245
Red Mountain Financial
Colorado
-$220K -2,931 Closed
AFG
246
Atomi Financial Group
New York
-$209K -2,783 Closed
Federated Hermes
247
Federated Hermes
Pennsylvania
-$64.8K -865 Closed
AAP
248
Arax Advisory Partners
Colorado
-$50.7K -677 Closed
Russell Investments Group
249
Russell Investments Group
United Kingdom
-$42.3K -565 Closed
ETC
250
Exchange Traded Concepts
Oklahoma
-$4.12K -55 Closed