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iShares Russell 2500 ETF

129 hedge funds and large institutions have $406M invested in iShares Russell 2500 ETF in 2022 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 51 increasing their positions, 30 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

850% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 4

70% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 30

46% more capital invested

Capital invested by funds: $279M → $406M (+$127M)

28% more funds holding

Funds holding: 101129 (+28)

8.73% more ownership

Funds ownership: 66.24%74.97% (+8.7%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
129
Holders Change
+28
Holders Change %
+27.72%
% of All Funds
2.07%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
38
Increased
51
Reduced
30
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PIMC
26
Praesidium Investment Management Company
New York
$3.87M +$3.92M +72,909 New
CAN
27
Cetera Advisor Networks
California
$3.46M +$536K +9,983 +18%
MML Investors Services
28
MML Investors Services
Massachusetts
$2.95M +$2.1M +39,081 +238%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$2.47M -$263K -4,889 -10%
Osaic Holdings
30
Osaic Holdings
Arizona
$2.3M +$88.2K +1,642 +4%
Mariner
31
Mariner
Kansas
$2.25M +$154K +2,859 +7%
Citadel Advisors
32
Citadel Advisors
Florida
$2.24M +$242K +4,510 +12%
BTI
33
Blue Trust Inc
Georgia
$2.13M +$2.3M +42,832 New
TC
34
TownSquare Capital
Utah
$2M +$2.02M +37,591 New
LNC
35
Lincoln National Corp
Pennsylvania
$1.68M -$230K -4,277 -12%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$1.53M +$1.54M +28,701 New
COCM
37
Charter Oak Capital Management
New Hampshire
$1.34M +$711K +13,249 +110%
Corient Private Wealth
38
Corient Private Wealth
Florida
$1.32M +$2.65M +49,260 New
PFO
39
Pathstone Family Office
New Jersey
$1.29M +$1.14M +21,296 New
TRCT
40
Tower Research Capital (TRC)
New York
$1.27M +$455K +8,482 +55%
JIC
41
Johnson Investment Counsel
Ohio
$1.25M +$34.4K +640 +3%
JP Morgan Chase
42
JP Morgan Chase
New York
$1.23M +$1.25M +23,214 New
Jane Street
43
Jane Street
New York
$1.23M +$1.24M +23,171 New
CRC
44
Curi RMB Capital
Illinois
$1.12M +$1.13M +21,066 New
MIC
45
Means Investment Company
Maine
$1.1M -$426K -7,924 -28%
CWM
46
Congress Wealth Management
Massachusetts
$1.09M -$1.83M -34,027 -62%
Mercer Global Advisors
47
Mercer Global Advisors
Colorado
$1.08M -$8.94M -166,389 -89%
AI
48
Atria Investments
North Carolina
$1.05M -$1.23M -22,974 -54%
RJA
49
Raymond James & Associates
Florida
$1.05M +$427K +7,958 +68%
DI
50
DFPG Investments
Utah
$996K +$958K +17,844 New