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iShares Russell 2500 ETF

129 hedge funds and large institutions have $406M invested in iShares Russell 2500 ETF in 2022 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 51 increasing their positions, 30 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

850% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 4

70% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 30

46% more capital invested

Capital invested by funds: $279M → $406M (+$127M)

28% more funds holding

Funds holding: 101129 (+28)

8.73% more ownership

Funds ownership: 66.24%74.97% (+8.7%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
129
Holders Change
+28
Holders Change %
+27.72%
% of All Funds
2.07%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
38
Increased
51
Reduced
30
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UWM
51
USAdvisors Wealth Management
Minnesota
$927K +$8.86K +165 +1%
HNB
52
Huntington National Bank
Ohio
$864K
JJBC
53
James J. Burns & Company
New York
$846K +$59.8K +1,114 +8%
Creative Planning
54
Creative Planning
Kansas
$835K +$215K +4,003 +34%
WT
55
Whittier Trust
California
$813K +$799K +14,873 +3,411%
BPA
56
Beacon Pointe Advisors
California
$809K -$182K -3,390 -18%
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$761K +$60.1K +1,119 +8%
SWM
58
Southern Wealth Management
Texas
$757K +$81.7K +1,521 +12%
AWE
59
Avidian Wealth Enterprises
Texas
$754K +$22.8K +424 +3%
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$687K -$66.7K -1,242 -9%
National Bank of Canada
61
National Bank of Canada
Quebec, Canada
$673K +$618K +11,512 +1,002%
AWM
62
Apollon Wealth Management
South Carolina
$660K
HAG
63
HF Advisory Group
Maryland
$601K +$607K +11,311 New
MG
64
Mather Group
Illinois
$596K
B
65
Bridgeworth
Alabama
$583K -$165K -3,075 -22%
RA
66
RFG Advisory
Alabama
$568K +$510K +9,497 New
BF
67
BOK Financial
Oklahoma
$540K +$546K +10,170 New
EBA
68
Eagle Bay Advisors
New York
$536K -$870K -16,198 -62%
Morgan Stanley
69
Morgan Stanley
New York
$532K
BFWA
70
Benchmark Financial Wealth Advisors
Florida
$525K +$531K +9,880 New
MA
71
Mutual Advisors
Nebraska
$512K +$266K +4,958 +106%
OWA
72
One Wealth Advisors
California
$497K -$59.7K -1,111 -11%
CCM
73
Cribstone Capital Management
Maine
$491K +$321K +5,981 +184%
STAS
74
Strong Tower Advisory Services
Minnesota
$483K +$28.2K +525 +6%
BBNA
75
Bremer Bank National Association
Minnesota
$482K