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iShares Russell 2500 ETF

171 hedge funds and large institutions have $802M invested in iShares Russell 2500 ETF in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 61 increasing their positions, 62 reducing their positions, and 13 closing their positions.

Holders
171
Holders Change
+8
Holders Change %
+4.91%
% of All Funds
2.47%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
22
Increased
61
Reduced
62
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OWM
101
OneAscent Wealth Management
Alabama
$464K
MIC
102
Means Investment Company
Maine
$460K +$1.08K +16 +0.2%
EWA
103
EP Wealth Advisors
California
$455K -$2.44K -36 -0.5%
LT
104
Legacy Trust
Michigan
$443K -$7.25K -107 -2%
DAS
105
Diversify Advisory Services
Utah
$395K -$160K -2,356 -29%
MFA
106
Mayflower Financial Advisors
Massachusetts
$389K -$131K -1,934 -25%
TB
107
Treynor Bancshares
Iowa
$355K -$117K -1,728 -25%
SC
108
Sepio Capital
Utah
$343K
MAG
109
Mayfair Advisory Group
Alabama
$333K +$13.2K +195 +4%
AA
110
Altman Advisors
Illinois
$329K +$329K +4,855 New
SHFA
111
SC&H Financial Advisors
Maryland
$327K +$106K +1,567 +48%
SA
112
Sanctuary Advisors
Indiana
$324K -$34.5K -472 -10%
DADC
113
D.A. Davidson & Co
Montana
$308K +$15.2K +225 +5%
RMF
114
Red Mountain Financial
Colorado
$305K +$3.18K +47 +1%
CAL
115
Capital Analysts LLC
Pennsylvania
$303K +$116K +1,708 +62%
TPWA
116
TRUE Private Wealth Advisors
Oregon
$295K
PIA
117
Pinion Investment Advisors
Kansas
$294K -$79.2K -1,170 -21%
GA
118
GoalVest Advisory
New York
$294K
FMN
119
Financial Management Network
California
$291K +$291K +4,303 New
VCAM
120
Van Cleef Asset Management
Ohio
$290K
KPWS
121
Kestra Private Wealth Services
Texas
$282K -$71.2K -1,051 -20%
PWM
122
Perigon Wealth Management
California
$280K -$3.93K -58 -1%
MG
123
Mather Group
Illinois
$275K -$484K -7,151 -64%
Wells Fargo
124
Wells Fargo
California
$272K +$55.3K +816 +26%
FCM
125
Firestone Capital Management
Florida
$271K