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iShares Russell 2500 ETF

89 hedge funds and large institutions have $247M invested in iShares Russell 2500 ETF in 2021 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 37 increasing their positions, 15 reducing their positions, and 5 closing their positions.

Holders
89
Holders Change
+23
Holders Change %
+34.85%
% of All Funds
1.37%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
29
Increased
37
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAN
26
Cetera Advisor Networks
California
$2.08M +$10.9K +164 +0.5%
AWM
27
Altavista Wealth Management
North Carolina
$2.06M +$35.2K +531 +2%
LNC
28
Lincoln National Corp
Pennsylvania
$1.75M +$22K +332 +1%
CWM
29
Congress Wealth Management
Massachusetts
$1.65M +$1.65M +24,874 New
JIC
30
Johnson Investment Counsel
Ohio
$1.46M -$8.57K -129 -0.6%
AI
31
Atria Investments
North Carolina
$1.31M +$1.31M +19,766 New
KCM
32
Kendall Capital Management
Maryland
$1.17M +$1.17M +17,654 New
UWM
33
USAdvisors Wealth Management
Minnesota
$1.16M -$2.72K -41 -0.2%
HNB
34
Huntington National Bank
Ohio
$1.08M -$1.04M
Mariner
35
Mariner
Kansas
$995K +$995K +14,984 New
Baird Financial Group
36
Baird Financial Group
Wisconsin
$963K +$963K +14,505 New
5L
37
55I LLC
Massachusetts
$891K +$293K +4,411 +49%
AWM
38
Apollon Wealth Management
South Carolina
$807K
AAS
39
Avantax Advisory Services
Texas
$777K +$464 +7 +0.1%
MIC
40
Means Investment Company
Maine
$755K +$755K +11,381 New
MG
41
Mather Group
Illinois
$740K +$740K +11,152 New
PWM
42
Perigon Wealth Management
California
$724K +$344K +5,184 +91%
PAG
43
Private Advisor Group
New Jersey
$638K +$66 +1 +0%
SPC
44
Sigma Planning Corp
Michigan
$629K +$197K +2,962 +46%
RJA
45
Raymond James & Associates
Florida
$587K +$16.5K +249 +3%
Citadel Advisors
46
Citadel Advisors
Florida
$580K +$580K +8,744 New
ACA
47
Anchor Capital Advisors
Massachusetts
$578K +$578K +8,705 New
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$561K +$561K +8,453 New
B
49
Bridgeworth
Alabama
$542K +$1.86K +28 +0.3%
Creative Planning
50
Creative Planning
Kansas
$497K