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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
Northern Trust
76
Northern Trust
Illinois
$2M +$265K +3,357 +15%
CAPTRUST Financial Advisors
77
CAPTRUST Financial Advisors
North Carolina
$1.98M +$234K +2,974 +13%
CFO
78
Callan Family Office
Pennsylvania
$1.92M -$104K -1,318 -5%
ACM
79
Andina Capital Management
Utah
$1.91M -$895K -11,346 -31%
QCM
80
Quantinno Capital Management
New York
$1.84M +$219K +2,774 +13%
SWASL
81
Spartan Wealth Advisory Services LLC
Michigan
$1.81M +$1.87M +23,720 New
QCG
82
Quadrant Capital Group
Ohio
$1.74M
KFC
83
Klingenstein Fields & Co
New York
$1.73M
SPIA
84
Steward Partners Investment Advisory
New York
$1.71M +$1.77M +22,390 New
KAS
85
Kestra Advisory Services
Texas
$1.62M +$118K +1,491 +8%
CBU
86
CIBC Bancorp USA
Illinois
$1.61M +$1.67M +21,146 New
PA
87
Pinnacle Associates
New York
$1.6M +$1.65M +20,988 New
PWMAG
88
Pinnacle Wealth Management Advisory Group
New Jersey
$1.6M +$1.65M +20,988 New
CFG
89
Cornerstone Financial Group
Nebraska
$1.6M +$75.4K +956 +5%
HAG
90
HF Advisory Group
Maryland
$1.47M -$20.3K -258 -1%
VOYA Investment Management
91
VOYA Investment Management
Georgia
$1.42M -$568K -7,204 -28%
PAG
92
Private Advisor Group
New Jersey
$1.36M -$39.8K -505 -3%
JIC
93
Johnson Investment Counsel
Ohio
$1.32M -$1.29M -16,309 -48%
UIA
94
Ulland Investment Advisors
Minnesota
$1.32M -$6.39K -81 -0.5%
Cetera Investment Advisers
95
Cetera Investment Advisers
Illinois
$1.31M +$54K +685 +4%
HNB
96
Huntington National Bank
Ohio
$1.29M
BTI
97
Blue Trust Inc
Georgia
$1.25M -$1.15M -14,620 -47%
Corient Private Wealth
98
Corient Private Wealth
Florida
$1.2M -$1.2M -15,170 -49%
FTWA
99
Fifth Third Wealth Advisors
Ohio
$1.09M -$21.1K -268 -2%
Cambridge Investment Research Advisors
100
Cambridge Investment Research Advisors
Iowa
$1.08M +$12.9K +163 +1%