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iShares Russell 2500 ETF

122 hedge funds and large institutions have $426M invested in iShares Russell 2500 ETF in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 53 increasing their positions, 41 reducing their positions, and 8 closing their positions.

Holders
122
Holders Change
+2
Holders Change %
+1.67%
% of All Funds
1.92%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
11
Increased
53
Reduced
41
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SS
101
Simplicity Solutions
Minnesota
$217K 3,780 +3,780 New
WT
102
Whittier Trust
California
$186K 3,239 +656 +25%
Wells Fargo
103
Wells Fargo
California
$169K 2,946 +1,773 +151%
CHA
104
Carmichael Hill & Associates
Maryland
$121K 2,102 +889 +73%
Bessemer Group
105
Bessemer Group
New Jersey
$111K 1,940 +1,940 New
Fidelity Investments
106
Fidelity Investments
Massachusetts
$100K 1,744 +833 +91%
TPCW
107
TD Private Client Wealth
New York
$90.5K 1,575 -59 -4%
AAG
108
Armstrong Advisory Group
Massachusetts
$64.8K 1,127 -1,470 -57%
OP
109
ORG Partners
Indiana
$43.5K 754 +754 New
PA
110
Parallel Advisors
California
$34.4K 598 +598 New
HI
111
Harbour Investments
Wisconsin
$32.5K 566 +214 +61%
SWM
112
Spire Wealth Management
Virginia
$25.8K 449 +1 +0.2%
GIA
113
Goodwin Investment Advisory
Georgia
$25.2K 438
WTC
114
WhitTier Trust Company
Nevada
$23K 400
IA
115
IFP Advisors
Florida
$21.2K 369 +369 New
TLCM
116
Twin Lakes Capital Management
California
$19.2K 334
FCA
117
FinTrust Capital Advisors
South Carolina
$12.3K 232
GRP
118
Global Retirement Partners
California
$9.98K 174
GWM
119
Geneos Wealth Management
Colorado
$7.3K 127
MRCM
120
M&R Capital Management
New Jersey
$5.75K 100 +100 New
HS
121
Horan Securities
United States
$5.52K 96 +4 +4%
CSPIA
122
Cary Street Partners Investment Advisory
Virginia
$4.6K 80
LOIP
123
Live Oak Investment Partners
Texas
Citigroup
124
Citigroup
New York
$460 8 +8 New
MOS
125
MGO One Seven
Ohio
-5,313 Closed