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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

84% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 19

44% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 66

13% more capital invested

Capital invested by funds: $1.89B → $2.12B (+$238M)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

5% more funds holding

Funds holding: 221231 (+10)

0.33% less ownership

Funds ownership: 82.48%82.15% (-0.33%)

Holders
231
Holders Change
+10
Holders Change %
+4.52%
% of All Funds
2.85%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.11%
New
35
Increased
95
Reduced
66
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
51
OneDigital Investment Advisors
Kansas
$5.48M -$511K -6,484 -8%
Osaic Holdings
52
Osaic Holdings
Arizona
$5.43M -$19.7M -249,777 -78%
CI
53
CX Institutional
Indiana
$5.32M +$213K +2,706 +4%
PFA
54
Pure Financial Advisors
California
$4.92M +$2.14M +27,140 +73%
MCM
55
MAI Capital Management
Ohio
$4.59M +$7.33K +93 +0.2%
CNBOF
56
City National Bank of Florida
Florida
$4.19M -$7.52M -95,353 -63%
MML Investors Services
57
MML Investors Services
Massachusetts
$4.16M +$588K +7,460 +16%
TF
58
Trek Financial
Arizona
$4.14M +$719K +9,119 +20%
W
59
WorthPointe
California
$3.96M +$2.8M +35,480 +217%
AG
60
AlTi Global
New York
$3.93M +$1.24M +15,752 +44%
Ameriprise
61
Ameriprise
Minnesota
$3.81M -$348K -4,420 -8%
GC
62
Guidance Capital
Kentucky
$3.67M +$2.41M +30,550 +253%
Jane Street
63
Jane Street
New York
$3.64M +$598K +7,590 +19%
RPGK
64
Retirement Planning Group (Kansas)
Kansas
$3.49M +$58K +736 +2%
FTUS
65
Flow Traders U.S.
New York
$3.43M +$3.54M +44,952 New
WT
66
Whittier Trust
California
$3.03M +$1.85M +23,499 +152%
EFA
67
Evernest Financial Advisors
Indiana
$2.74M +$262K +3,321 +11%
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$2.71M -$1.87M -23,697 -40%
QWM
69
QP Wealth Management
New Jersey
$2.62M -$1.33M -16,866 -33%
SAM
70
Smartleaf Asset Management
Massachusetts
$2.52M -$395K -5,012 -13%
Cerity Partners
71
Cerity Partners
New York
$2.44M +$1.87M +23,666 +286%
Citigroup
72
Citigroup
New York
$2.37M +$169K +2,148 +7%
CA
73
Centerpoint Advisors
Massachusetts
$2.34M
Wells Fargo
74
Wells Fargo
California
$2.33M +$893K +11,321 +59%
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$2.11M +$6.23K +79 +0.3%