We are live on ! Find out more
SMMD icon

iShares Russell 2500 ETF

231 hedge funds and large institutions have $2.12B invested in iShares Russell 2500 ETF in 2026 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 95 increasing their positions, 66 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
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
HWA
101
Heritage Wealth Architects
Minnesota
$1.08M
Creative Planning
102
Creative Planning
Kansas
$1.06M
FFA
103
Farther Finance Advisors
California
$1.04M
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$1.01M
COCM
105
Charter Oak Capital Management
New Hampshire
$1.01M
QCM
106
QRG Capital Management
Illinois
$996K
SAM
107
Silvercrest Asset Management
New York
$954K
AWM
108
Apollon Wealth Management
South Carolina
$948K
TC
109
TFR Capital
Texas
$947K
D.E. Shaw & Co
110
D.E. Shaw & Co
New York
$905K
SSA
111
Sierra Summit Advisors
Nevada
$887K
MFC
112
Mechanics Financial Corp
Ohio
$870K
BP
113
BBR Partners
New York
$856K
RA
114
RFG Advisory
Alabama
$855K
LKBC
115
L.K. Benson & Company
Maryland
$851K
UWM
116
USAdvisors Wealth Management
Minnesota
$844K
GWMR
117
GC Wealth Management RIA
Massachusetts
$827K
RFC
118
Regions Financial Corp
Alabama
$798K
KA
119
Kovack Advisors
Florida
$761K
C
120
Certuity
Florida
$759K
SC
121
Savant Capital
Illinois
$750K
OSAM
122
O'Shaughnessy Asset Management
Connecticut
$718K
Allspring Global Investments
123
Allspring Global Investments
North Carolina
$702K
TF
124
Thayer Financial
North Carolina
$692K
ONB
125
Old National Bancorp
Indiana
$685K