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iShares Russell 2500 ETF

219 hedge funds and large institutions have $1.88B invested in iShares Russell 2500 ETF in 2025 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 99 increasing their positions, 49 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
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
Corient Private Wealth
101
Corient Private Wealth
Florida
$1.13M
FTWA
102
Fifth Third Wealth Advisors
Ohio
$1.09M
Cambridge Investment Research Advisors
103
Cambridge Investment Research Advisors
Iowa
$1.05M
COCM
104
Charter Oak Capital Management
New Hampshire
$1.03M
HWA
105
Heritage Wealth Architects
Minnesota
$1.02M
TC
106
TFR Capital
Texas
$1,000K
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$993K
GC
108
Guidance Capital
Kentucky
$978K
AWM
109
Apollon Wealth Management
South Carolina
$931K
STAS
110
Strong Tower Advisory Services
Minnesota
$931K
D.E. Shaw & Co
111
D.E. Shaw & Co
New York
$888K
NSCM
112
New South Capital Management
Tennessee
$886K
FFA
113
Farther Finance Advisors
California
$857K
UWM
114
USAdvisors Wealth Management
Minnesota
$856K
BP
115
BBR Partners
New York
$840K
RA
116
RFG Advisory
Alabama
$839K
LKBC
117
L.K. Benson & Company
Maryland
$835K
C
118
Certuity
Florida
$775K
KA
119
Kovack Advisors
Florida
$748K
GWMR
120
GC Wealth Management RIA
Massachusetts
$744K
SC
121
Savant Capital
Illinois
$736K
OSAM
122
O'Shaughnessy Asset Management
Connecticut
$706K
SSA
123
Sierra Summit Advisors
Nevada
$705K
MMHP
124
Murphy Middleton Hinkle & Parker
Georgia
$699K
TF
125
Thayer Financial
North Carolina
$679K