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iShares Russell 2500 ETF

195 hedge funds and large institutions have $1.16B invested in iShares Russell 2500 ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 73 increasing their positions, 70 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
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
Raymond James Financial
26
Raymond James Financial
Florida
$10.7M
LPL Financial
27
LPL Financial
California
$10.7M
CAMG
28
CWA Asset Management Group
Florida
$10.4M
HCA
29
Harbor Capital Advisors
Illinois
$9.82M
BFG
30
Berger Financial Group
Minnesota
$9.41M
CWM
31
CMH Wealth Management
New Hampshire
$8.62M
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$8.6M
BCI
33
Brinker Capital Investments
Pennsylvania
$8.2M
GKWIM
34
Gerber Kawasaki Wealth & Investment Management
California
$7.85M
HighTower Advisors
35
HighTower Advisors
Illinois
$7.69M
SWM
36
SigFig Wealth Management
California
$6.42M
RF
37
Rossby Financial
Florida
$6.25M
CFP
38
Catalyst Financial Partners
Massachusetts
$5.98M
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$5.62M
OIA
40
OneDigital Investment Advisors
Kansas
$5.34M
JJBC
41
James J. Burns & Company
New York
$5.28M
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$4.93M
Morgan Stanley
43
Morgan Stanley
New York
$4.89M
BFWA
44
Benchmark Financial Wealth Advisors
Florida
$4.81M
Mariner
45
Mariner
Kansas
$4.8M
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$4.4M
CI
47
CX Institutional
Indiana
$4.21M
MCM
48
MAI Capital Management
Ohio
$4.01M
CAM
49
Congress Asset Management
Massachusetts
$3.91M
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$3.6M