SMMD icon

iShares Russell 2500 ETF

153 hedge funds and large institutions have $661M invested in iShares Russell 2500 ETF in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 49 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
+3
Holders Change %
+2%
% of All Funds
2.22%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
22
Increased
59
Reduced
49
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SW
51
Simplicity Wealth
New Jersey
$1.36M +$1.36M +20,734 New
Citadel Advisors
52
Citadel Advisors
Florida
$1.36M +$1.36M +20,682 New
COCM
53
Charter Oak Capital Management
New Hampshire
$1.34M -$189K -2,885 -12%
GWMR
54
GC Wealth Management RIA
Massachusetts
$1.33M +$21.3K +325 +2%
JIC
55
Johnson Investment Counsel
Ohio
$1.32M -$1.23M -18,806 -48%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$1.22M +$5.31K +81 +0.4%
Envestnet Portfolio Solutions
57
Envestnet Portfolio Solutions
Illinois
$1.16M +$1.16M +17,743 New
HNB
58
Huntington National Bank
Ohio
$1.14M -$1.01M
STAS
59
Strong Tower Advisory Services
Minnesota
$1.13M +$115K +1,774 +11%
Cetera Investment Advisers
60
Cetera Investment Advisers
Illinois
$1.13M +$593K +9,044 +111%
RA
61
RFG Advisory
Alabama
$1.1M -$774K -11,795 -41%
CFP
62
Catalyst Financial Partners
Massachusetts
$1.08M +$1.08M +17,880 New
Goldman Sachs
63
Goldman Sachs
New York
$982K -$160K -2,443 -14%
CSPIA
64
Cary Street Partners Investment Advisory
Virginia
$965K +$433K +6,600 +81%
HAG
65
HF Advisory Group
Maryland
$964K +$101K +1,546 +12%
OIA
66
OneDigital Investment Advisors
Kansas
$952K +$518K +7,894 +119%
MIC
67
Means Investment Company
Maine
$947K -$282K -4,298 -23%
UWM
68
USAdvisors Wealth Management
Minnesota
$941K -$164K -2,521 -15%
RJA
69
Raymond James & Associates
Florida
$904K -$55.3K -843 -6%
LFAS
70
Level Four Advisory Services
Texas
$896K +$46.9K +761 +6%
Principal Financial Group
71
Principal Financial Group
Iowa
$881K +$197K +3,005 +29%
Creative Planning
72
Creative Planning
Kansas
$857K
FLPIM
73
F.L. Putnam Investment Management
Massachusetts
$828K +$64K +976 +8%
HBCM
74
Heron Bay Capital Management
Michigan
$826K +$328K +5,000 +66%
AWM
75
Apollon Wealth Management
South Carolina
$815K