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iShares Russell 2500 ETF

231 hedge funds and large institutions have $2.12B invested in iShares Russell 2500 ETF in 2026 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 95 increasing their positions, 66 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
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
BC
26
Brio Consultants
California
$14.9M
CAMG
27
CWA Asset Management Group
Florida
$14.3M
SFAM
28
Sawyer Falduto Asset Management
Illinois
$13.4M
CFP
29
Catalyst Financial Partners
Massachusetts
$12.5M
VAS
30
Vestmark Advisory Solutions
Massachusetts
$12.5M
WIA
31
World Investment Advisors
California
$12.5M
SWM
32
SigFig Wealth Management
California
$12M
CRC
33
Curi RMB Capital
Illinois
$11.9M
HFO
34
Heritage Family Offices
Arizona
$11.6M
BFG
35
Berger Financial Group
Minnesota
$11M
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$10.1M
RF
37
Rossby Financial
Florida
$9.72M
CWM
38
CMH Wealth Management
New Hampshire
$9.55M
CIBC World Market
39
CIBC World Market
Ontario, Canada
$9.4M
RL
40
Rogco LP
Oklahoma
$8.48M
Morgan Stanley
41
Morgan Stanley
New York
$8.02M
BCI
42
Brinker Capital Investments
Pennsylvania
$7.78M
HighTower Advisors
43
HighTower Advisors
Illinois
$7.36M
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$7.12M
Mariner
45
Mariner
Kansas
$6.94M
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$6.83M
BFWA
47
Benchmark Financial Wealth Advisors
Florida
$6.72M
Goldman Sachs
48
Goldman Sachs
New York
$5.91M
Fuller & Thaler Asset Management
49
Fuller & Thaler Asset Management
California
$5.68M
JJBC
50
James J. Burns & Company
New York
$5.63M