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iShares Russell 2500 ETF

150 hedge funds and large institutions have $586M invested in iShares Russell 2500 ETF in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 65 increasing their positions, 36 reducing their positions, and 9 closing their positions.

Holders
150
Holders Change
+21
Holders Change %
+16.28%
% of All Funds
2.2%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
34
Increased
65
Reduced
36
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SS
76
Simplicity Solutions
Minnesota
$721K 11,713 +1,445 +14%
FLPIM
77
F.L. Putnam Investment Management
Massachusetts
$716K 11,637 +1,189 +11%
AWE
78
Avidian Wealth Enterprises
Texas
$716K 11,624 -4,451 -28%
SFG
79
SevenBridge Financial Group
Pennsylvania
$704K 11,431 +2,060 +22%
B
80
Bridgeworth
Alabama
$693K 11,252 +132 +1%
MG
81
Mather Group
Illinois
$691K 11,218
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$658K 10,694 -3,958 -27%
Pathstone Holdings
83
Pathstone Holdings
New Jersey
$655K 10,643 +10,643 New
Principal Financial Group
84
Principal Financial Group
Iowa
$642K 10,428 +1,088 +12%
DI
85
DFPG Investments
Utah
$641K 10,747 +963 +10%
TB
86
Treynor Bancshares
Iowa
$634K 10,297 +1,309 +15%
CAN
87
Cetera Advisor Networks
California
$623K 10,113 -3,951 -28%
PIA
88
Pinion Investment Advisors
Kansas
$585K 9,495 -20,204 -68%
BBNA
89
Bremer Bank National Association
Minnesota
$553K 8,977
William Blair & Company
90
William Blair & Company
Illinois
$524K 8,515 +1,615 +23%
MFA
91
Mayflower Financial Advisors
Massachusetts
$518K 8,414 +75 +0.9%
Cetera Investment Advisers
92
Cetera Investment Advisers
Illinois
$503K 8,168 +3,059 +60%
CSPIA
93
Cary Street Partners Investment Advisory
Virginia
$499K 8,109 +8,029 +10,036%
Bank of New York Mellon
94
Bank of New York Mellon
New York
$475K 7,722 +3,838 +99%
GA
95
GoalVest Advisory
New York
$472K 7,669 -20,337 -73%
HBCM
96
Heron Bay Capital Management
Michigan
$467K 7,582 -4,044 -35%
PFA
97
Pure Financial Advisors
California
$438K 7,110 +2,794 +65%
LT
98
Legacy Trust
Michigan
$425K 6,900
LWM
99
Lakeridge Wealth Management
Ohio
$421K 6,838 +6,838 New
EWA
100
EP Wealth Advisors
California
$408K 6,629 -2,293 -26%