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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 %
CAPTRUST Financial Advisors
76
CAPTRUST Financial Advisors
North Carolina
$778K -$504K -7,683 -39%
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
$756K +$54.5K +830 +8%
C
78
Certuity
Florida
$753K +$753K +11,480 New
TB
79
Treynor Bancshares
Iowa
$739K +$63.2K +964 +9%
Susquehanna International Group
80
Susquehanna International Group
Pennsylvania
$716K -$1.58M -24,114 -69%
JPMorgan Chase & Co
81
JPMorgan Chase & Co
New York
$712K -$792K -12,077 -53%
William Blair & Company
82
William Blair & Company
Illinois
$692K +$133K +2,025 +24%
MG
83
Mather Group
Illinois
$691K
Pathstone Holdings
84
Pathstone Holdings
New Jersey
$690K -$7.94K -121 -1%
Cerity Partners
85
Cerity Partners
New York
$672K +$426K +6,491 +173%
AWE
86
Avidian Wealth Enterprises
Texas
$663K -$99.5K -1,517 -13%
SWM
87
SigFig Wealth Management
California
$640K +$401K +6,119 +168%
BBNA
88
Bremer Bank National Association
Minnesota
$589K
PAG
89
Private Advisor Group
New Jersey
$587K -$200K -3,044 -25%
IAN
90
Integrated Advisors Network
Texas
$545K -$378K -5,758 -41%
SFG
91
SevenBridge Financial Group
Pennsylvania
$536K -$181K -2,890 -25%
DAS
92
Diversify Advisory Services
Utah
$529K +$529K +8,154 New
PFA
93
Pure Financial Advisors
California
$524K +$57.5K +876 +12%
MFA
94
Mayflower Financial Advisors
Massachusetts
$511K -$40.5K -618 -7%
WT
95
Whittier Trust
California
$501K +$75.7K +1,154 +18%
LHC
96
Little House Capital
Massachusetts
$471K +$51.3K +782 +12%
RJFSA
97
Raymond James Financial Services Advisors
Florida
$461K +$33.1K +505 +8%
LWM
98
Lakeridge Wealth Management
Ohio
$458K +$9.19K +140 +2%
LT
99
Legacy Trust
Michigan
$453K
OWM
100
OneAscent Wealth Management
Alabama
$447K +$51.3K +782 +13%