SMMD icon

iShares Russell 2500 ETF

219 hedge funds and large institutions have $1.88B invested in iShares Russell 2500 ETF in 2025 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 99 increasing their positions, 49 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
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
ONB
126
Old National Bancorp
Indiana
$673K
Creative Planning
127
Creative Planning
Kansas
$665K
OWM
128
OneAscent Wealth Management
Alabama
$631K
Cerity Partners
129
Cerity Partners
New York
$620K
MAG
130
Mayfair Advisory Group
Alabama
$599K
SA
131
Sanctuary Advisors
Indiana
$580K
BBHC
132
Brown Brothers Harriman & Co
New York
$561K
PWM
133
Perigon Wealth Management
California
$561K
National Bank of Canada
134
National Bank of Canada
Quebec, Canada
$554K
AIM
135
Advyzon Investment Management
Illinois
$540K
EWA
136
EP Wealth Advisors
California
$525K
LAS
137
Legacy Advisory Services
Pennsylvania
$515K
WTC
138
WhitTier Trust Company
Nevada
$509K
HCM
139
Hilton Capital Management
New York
$506K
NA
140
NewEdge Advisors
Louisiana
$481K
LWM
141
Lakeridge Wealth Management
Ohio
$470K
LHC
142
Little House Capital
Massachusetts
$458K
DADC
143
D.A. Davidson & Co
Montana
$438K
PAS
144
Park Avenue Securities
New York
$436K
Bessemer Group
145
Bessemer Group
New Jersey
$431K
TPCW
146
TD Private Client Wealth
New York
$416K
Thrivent Financial for Lutherans
147
Thrivent Financial for Lutherans
Minnesota
$406K
FMN
148
Financial Management Network
California
$401K
OCFG
149
O'Connor Financial Group
Illinois
$396K
SF
150
Summit Financial
New Jersey
$392K