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iShares Russell 2500 ETF

197 hedge funds and large institutions have $1.13B invested in iShares Russell 2500 ETF in 2024 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 90 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

290% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 10

131% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 39

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

40% more capital invested

Capital invested by funds: $803M → $1.13B (+$325M)

14% more funds holding

Funds holding: 173197 (+24)

2.86% more ownership

Funds ownership: 79.54%82.41% (+2.9%)

Holders
197
Holders Change
+24
Holders Change %
+13.87%
% of All Funds
2.59%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
39
Increased
90
Reduced
39
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
51
Baird Financial Group
Wisconsin
$2.59M
ARG
52
Advisory Resource Group
Oklahoma
$2.44M -$28K -400 -1%
JP Morgan Chase
53
JP Morgan Chase
New York
$2.36M +$1.64M +23,431 +209%
CI
54
CX Institutional
Indiana
$2.27M +$313K +4,474 +15%
MML Investors Services
55
MML Investors Services
Massachusetts
$2.11M +$91.4K +1,307 +4%
AAS
56
Avantax Advisory Services
Texas
$1.93M -$149K -2,133 -7%
JIC
57
Johnson Investment Counsel
Ohio
$1.88M +$660K +9,435 +52%
UIA
58
Ulland Investment Advisors
Minnesota
$1.82M +$17.1K +245 +0.9%
Citigroup
59
Citigroup
New York
$1.81M +$237K +3,393 +15%
Citadel Advisors
60
Citadel Advisors
Florida
$1.74M +$502K +7,173 +39%
ACM
61
Andina Capital Management
Utah
$1.72M +$622K +8,892 +54%
CWM
62
Congress Wealth Management
Massachusetts
$1.66M +$1.71M +24,399 New
MFG
63
MidWestOne Financial Group
Iowa
$1.66M +$238K +3,409 +16%
QCG
64
Quadrant Capital Group
Ohio
$1.59M
KFC
65
Klingenstein Fields & Co
New York
$1.54M
Corient Private Wealth
66
Corient Private Wealth
Florida
$1.4M +$19.2K +275 +1%
HAG
67
HF Advisory Group
Maryland
$1.24M +$64.7K +925 +5%
Goldman Sachs
68
Goldman Sachs
New York
$1.23M +$1.27M +18,152 New
COCM
69
Charter Oak Capital Management
New Hampshire
$1.23M -$61.7K -882 -5%
CP
70
Canopy Partners
Ohio
$1.23M +$1.27M +18,123 New
GWMR
71
GC Wealth Management RIA
Massachusetts
$1.23M -$145K -2,069 -10%
KAS
72
Kestra Advisory Services
Texas
$1.21M +$118K +1,690 +10%
Northern Trust
73
Northern Trust
Illinois
$1.2M +$1.24M +17,697 New
HNB
74
Huntington National Bank
Ohio
$1.18M
Cetera Investment Advisers
75
Cetera Investment Advisers
Illinois
$1.17M -$40.9K -585 -3%