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iShares Russell 2500 ETF

229 hedge funds and large institutions have $1.79B invested in iShares Russell 2500 ETF in 2026 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 93 increasing their positions, 66 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
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
CAMG
26
CWA Asset Management Group
Florida
$14.3M
SFAM
27
Sawyer Falduto Asset Management
Illinois
$13.4M
CFP
28
Catalyst Financial Partners
Massachusetts
$12.5M
VAS
29
Vestmark Advisory Solutions
Massachusetts
$12.5M
WIA
30
World Investment Advisors
California
$12.5M
SWM
31
SigFig Wealth Management
California
$12M
CRC
32
Curi RMB Capital
Illinois
$11.9M
HFO
33
Heritage Family Offices
Arizona
$11.6M
BFG
34
Berger Financial Group
Minnesota
$11M
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$10.1M
RF
36
Rossby Financial
Florida
$9.72M
CWM
37
CMH Wealth Management
New Hampshire
$9.55M
CIBC World Market
38
CIBC World Market
Ontario, Canada
$9.4M
RL
39
Rogco LP
Oklahoma
$8.48M
Morgan Stanley
40
Morgan Stanley
New York
$8.02M
BCI
41
Brinker Capital Investments
Pennsylvania
$7.78M
HighTower Advisors
42
HighTower Advisors
Illinois
$7.36M
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$7.12M
Mariner
44
Mariner
Kansas
$6.94M
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$6.83M
BFWA
46
Benchmark Financial Wealth Advisors
Florida
$6.72M
Goldman Sachs
47
Goldman Sachs
New York
$5.91M
Fuller & Thaler Asset Management
48
Fuller & Thaler Asset Management
California
$5.68M
JJBC
49
James J. Burns & Company
New York
$5.63M
OIA
50
OneDigital Investment Advisors
Kansas
$5.48M