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iShares Russell 2500 ETF

195 hedge funds and large institutions have $1.15B invested in iShares Russell 2500 ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 72 increasing their positions, 71 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
LPL Financial
26
LPL Financial
California
$10.7M
CAMG
27
CWA Asset Management Group
Florida
$10.4M
HCA
28
Harbor Capital Advisors
Illinois
$9.82M
BFG
29
Berger Financial Group
Minnesota
$9.41M
CWM
30
CMH Wealth Management
New Hampshire
$8.62M
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$8.6M
BCI
32
Brinker Capital Investments
Pennsylvania
$8.2M
GKWIM
33
Gerber Kawasaki Wealth & Investment Management
California
$7.85M
HighTower Advisors
34
HighTower Advisors
Illinois
$7.69M
SWM
35
SigFig Wealth Management
California
$6.42M
RF
36
Rossby Financial
Florida
$6.25M
CFP
37
Catalyst Financial Partners
Massachusetts
$5.98M
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$5.62M
OIA
39
OneDigital Investment Advisors
Kansas
$5.34M
JJBC
40
James J. Burns & Company
New York
$5.28M
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$4.93M
Morgan Stanley
42
Morgan Stanley
New York
$4.89M
BFWA
43
Benchmark Financial Wealth Advisors
Florida
$4.81M
Mariner
44
Mariner
Kansas
$4.8M
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$4.4M
CI
46
CX Institutional
Indiana
$4.21M
MCM
47
MAI Capital Management
Ohio
$4.01M
CAM
48
Congress Asset Management
Massachusetts
$3.91M
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$3.6M
Osaic Holdings
50
Osaic Holdings
Arizona
$3.58M