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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
SW
26
Simplicity Wealth
New Jersey
$12.5M
LPL Financial
27
LPL Financial
California
$11.8M
CAMG
28
CWA Asset Management Group
Florida
$11.7M
BFG
29
Berger Financial Group
Minnesota
$10.5M
BC
30
Brio Consultants
California
$10.5M
CWM
31
CMH Wealth Management
New Hampshire
$9.33M
BCI
32
Brinker Capital Investments
Pennsylvania
$8.73M
CAM
33
Congress Asset Management
Massachusetts
$8.35M
SWM
34
SigFig Wealth Management
California
$8.14M
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$8M
WHG
36
Westwood Holdings Group
Texas
$7.71M
HCA
37
Harbor Capital Advisors
Illinois
$7.52M
RF
38
Rossby Financial
Florida
$7.43M
CRC
39
Curi RMB Capital
Illinois
$7.37M
HighTower Advisors
40
HighTower Advisors
Illinois
$7.25M
CFP
41
Catalyst Financial Partners
Massachusetts
$7.02M
Mariner
42
Mariner
Kansas
$6.07M
OIA
43
OneDigital Investment Advisors
Kansas
$5.8M
JJBC
44
James J. Burns & Company
New York
$5.66M
BFWA
45
Benchmark Financial Wealth Advisors
Florida
$5.48M
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$4.79M
CI
47
CX Institutional
Indiana
$4.68M
MCM
48
MAI Capital Management
Ohio
$4.43M
Morgan Stanley
49
Morgan Stanley
New York
$4.35M
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$4.08M