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iShares Russell 2500 ETF

219 hedge funds and large institutions have $1.88B invested in iShares Russell 2500 ETF in 2025 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 99 increasing their positions, 49 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
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
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$15.6M
WHG
27
Westwood Holdings Group
Texas
$15.1M
BIM
28
Bridges Investment Management
Nebraska
$13.8M
LPL Financial
29
LPL Financial
California
$13.7M
SFAM
30
Sawyer Falduto Asset Management
Illinois
$13.3M
CAMG
31
CWA Asset Management Group
Florida
$13M
CRC
32
Curi RMB Capital
Illinois
$12.2M
BCI
33
Brinker Capital Investments
Pennsylvania
$11.6M
PCM
34
Palisade Capital Management
New Jersey
$11.4M
CNBOF
35
City National Bank of Florida
Florida
$11.3M
BFG
36
Berger Financial Group
Minnesota
$10.6M
SWM
37
SigFig Wealth Management
California
$9.96M
CFP
38
Catalyst Financial Partners
Massachusetts
$9.61M
CWM
39
CMH Wealth Management
New Hampshire
$9.46M
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$8.53M
HCA
41
Harbor Capital Advisors
Illinois
$8.36M
RF
42
Rossby Financial
Florida
$8.23M
BC
43
Brio Consultants
California
$8.19M
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$7.92M
HighTower Advisors
45
HighTower Advisors
Illinois
$7.26M
Mariner
46
Mariner
Kansas
$6.72M
CIBC World Market
47
CIBC World Market
Ontario, Canada
$6.61M
JP Morgan Chase
48
JP Morgan Chase
New York
$6.44M
ACM
49
American Capital Management
New York
$5.9M
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$5.88M