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iShares Russell 2500 ETF

229 hedge funds and large institutions have $1.79B invested in iShares Russell 2500 ETF in 2026 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 93 increasing their positions, 66 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
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
Creative Planning
101
Creative Planning
Kansas
$1.06M
FFA
102
Farther Finance Advisors
California
$1.04M
Carson Wealth (CWM LLC)
103
Carson Wealth (CWM LLC)
Nebraska
$1.01M
COCM
104
Charter Oak Capital Management
New Hampshire
$1.01M
QCM
105
QRG Capital Management
Illinois
$996K
SAM
106
Silvercrest Asset Management
New York
$954K
AWM
107
Apollon Wealth Management
South Carolina
$948K
TC
108
TFR Capital
Texas
$947K
D.E. Shaw & Co
109
D.E. Shaw & Co
New York
$905K
SSA
110
Sierra Summit Advisors
Nevada
$887K
MFC
111
Mechanics Financial Corp
Ohio
$870K
BP
112
BBR Partners
New York
$856K
RA
113
RFG Advisory
Alabama
$855K
LKBC
114
L.K. Benson & Company
Maryland
$851K
UWM
115
USAdvisors Wealth Management
Minnesota
$844K
GWMR
116
GC Wealth Management RIA
Massachusetts
$827K
RFC
117
Regions Financial Corp
Alabama
$798K
KA
118
Kovack Advisors
Florida
$761K
C
119
Certuity
Florida
$759K
SC
120
Savant Capital
Illinois
$750K
OSAM
121
O'Shaughnessy Asset Management
Connecticut
$718K
Allspring Global Investments
122
Allspring Global Investments
North Carolina
$702K
TF
123
Thayer Financial
North Carolina
$692K
ONB
124
Old National Bancorp
Indiana
$685K
PWM
125
Perigon Wealth Management
California
$640K