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iShares Russell 2500 ETF

195 hedge funds and large institutions have $1.15B invested in iShares Russell 2500 ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 72 increasing their positions, 71 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
76
Avantax Advisory Services
Texas
$1.1M
CFG
77
Cornerstone Financial Group
Nebraska
$1.1M
COCM
78
Charter Oak Capital Management
New Hampshire
$1.04M
PFA
79
Pure Financial Advisors
California
$1M
KAS
80
Kestra Advisory Services
Texas
$974K
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$966K
TC
82
TFR Capital
Texas
$946K
HWA
83
Heritage Wealth Architects
Minnesota
$894K
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$880K
Wells Fargo
85
Wells Fargo
California
$853K
AWM
86
Apollon Wealth Management
South Carolina
$849K
FTWA
87
Fifth Third Wealth Advisors
Ohio
$847K
Creative Planning
88
Creative Planning
Kansas
$826K
Corient Private Wealth
89
Corient Private Wealth
Florida
$824K
D.E. Shaw & Co
90
D.E. Shaw & Co
New York
$803K
WT
91
Whittier Trust
California
$800K
LKBC
92
L.K. Benson & Company
Maryland
$795K
UWM
93
USAdvisors Wealth Management
Minnesota
$775K
RA
94
RFG Advisory
Alabama
$770K
BP
95
BBR Partners
New York
$760K
PAG
96
Private Advisor Group
New Jersey
$730K
STAS
97
Strong Tower Advisory Services
Minnesota
$729K
C
98
Certuity
Florida
$724K
OSAM
99
O'Shaughnessy Asset Management
Connecticut
$697K
Cambridge Investment Research Advisors
100
Cambridge Investment Research Advisors
Iowa
$681K