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iShares Russell 2500 ETF

129 hedge funds and large institutions have $406M invested in iShares Russell 2500 ETF in 2022 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 51 increasing their positions, 30 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

850% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 4

70% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 30

46% more capital invested

Capital invested by funds: $279M → $406M (+$127M)

28% more funds holding

Funds holding: 101129 (+28)

8.73% more ownership

Funds ownership: 66.24%74.97% (+8.7%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
129
Holders Change
+28
Holders Change %
+27.72%
% of All Funds
2.07%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
38
Increased
51
Reduced
30
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
101
J.W. Cole Advisors
Florida
$231K +$54 +1 +0%
PA
102
PFG Advisors
Arizona
$231K -$9.72K -181 -4%
OCM
103
One Capital Management
California
$229K +$232K +4,317 New
AA
104
Altman Advisors
Illinois
$222K +$214K +3,987 New
ASN
105
Advisory Services Network
Georgia
$216K -$34.2K -637 -14%
FCM
106
Firestone Capital Management
Florida
$213K +$215K +4,000 New
OSAM
107
O'Shaughnessy Asset Management
Connecticut
$198K +$7.52K +140 +4%
DIP
108
DT Investment Partners
Pennsylvania
$186K +$15K +280 +9%
LC
109
Lindbrook Capital
California
$178K +$180K +3,345 New
DWP
110
Destiny Wealth Partners
Florida
$123K -$4.39M -81,678 -97%
NA
111
NewEdge Advisors
Louisiana
$72.7K +$73.5K +1,369 New
Fidelity Investments
112
Fidelity Investments
Massachusetts
$68.3K +$36.2K +674 +110%
CHA
113
Carmichael Hill & Associates
Maryland
$64.1K +$3.71K +69 +6%
Wells Fargo
114
Wells Fargo
California
$62.3K -$22.9K -426 -27%
Rockefeller Capital Management
115
Rockefeller Capital Management
New York
$51K +$215 +4 +0.4%
LFA
116
LGT Financial Advisors
Texas
$38.4K +$38.8K +722 New
MCC
117
Money Concepts Capital
Florida
$32.6K +$20.3K +378 +160%
PIMG
118
Patriot Investment Management Group
Tennessee
$28.1K +$26K +485 New
GRP
119
Global Retirement Partners
California
$27.2K +$107 +2 +0.4%
WTC
120
WhitTier Trust Company
Nevada
$21.3K
HI
121
Harbour Investments
Wisconsin
$18.7K +$215 +4 +1%
TPCW
122
TD Private Client Wealth
New York
$18.1K +$18.3K +341 New
TLCM
123
Twin Lakes Capital Management
California
$17.8K
SWM
124
Spire Wealth Management
Virginia
$16K +$54 +1 +0.3%
GIA
125
Goodwin Investment Advisory
Georgia
$12.8K -$7.04K -131 -35%