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iShares Russell 2500 ETF

197 hedge funds and large institutions have $1.13B invested in iShares Russell 2500 ETF in 2024 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 90 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

290% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 10

131% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 39

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

40% more capital invested

Capital invested by funds: $803M → $1.13B (+$325M)

14% more funds holding

Funds holding: 173197 (+24)

2.86% more ownership

Funds ownership: 79.54%82.41% (+2.9%)

Holders
197
Holders Change
+24
Holders Change %
+13.87%
% of All Funds
2.59%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
39
Increased
90
Reduced
39
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AI
101
Atria Investments
North Carolina
$567K +$583K +8,344 New
KPWS
102
Kestra Private Wealth Services
Texas
$564K +$289K +4,130 +99%
WT
103
Whittier Trust
California
$548K +$699 +10 +0.1%
Cerity Partners
104
Cerity Partners
New York
$543K +$8.11K +116 +1%
LWM
105
Lakeridge Wealth Management
Ohio
$538K +$37.8K +541 +7%
LAS
106
Legacy Advisory Services
Pennsylvania
$537K -$38.9K -557 -7%
AWS
107
Atria Wealth Solutions
New York
$512K -$1.47M -21,047 -74%
BBHC
108
Brown Brothers Harriman & Co
New York
$509K
ACA
109
Aptus Capital Advisors
Alabama
$504K +$518K +7,414 New
PAG
110
Private Advisor Group
New Jersey
$486K -$336K -4,802 -40%
TSS
111
Two Sigma Securities
New York
$482K +$495K +7,084 New
LHC
112
Little House Capital
Massachusetts
$470K -$6.78K -97 -1%
IAN
113
Integrated Advisors Network
Texas
$469K -$98.9K -1,415 -17%
OWM
114
OneAscent Wealth Management
Alabama
$466K
MIC
115
Means Investment Company
Maine
$463K +$1.26K +18 +0.3%
OCM
116
One Capital Management
California
$460K -$31.2K -446 -6%
TB
117
Treynor Bancshares
Iowa
$459K +$105K +1,506 +29%
EWA
118
EP Wealth Advisors
California
$455K -$2.73K -39 -0.6%
LT
119
Legacy Trust
Michigan
$445K
RFC
120
Regions Financial Corp
Alabama
$417K +$428K +6,127 New
CAL
121
Capital Analysts LLC
Pennsylvania
$416K +$115K +1,649 +37%
BIM
122
Bridges Investment Management
Nebraska
$398K +$410K +5,860 New
CC
123
Chicago Capital
Illinois
$388K +$398K +5,699 New
MAG
124
Mayfair Advisory Group
Alabama
$381K +$46.6K +667 +14%
SHFA
125
SC&H Financial Advisors
Maryland
$380K +$52.9K +756 +16%