SMMD icon

iShares Russell 2500 ETF

150 hedge funds and large institutions have $586M invested in iShares Russell 2500 ETF in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 65 increasing their positions, 36 reducing their positions, and 9 closing their positions.

Holders
150
Holders Change
+21
Holders Change %
+16.28%
% of All Funds
2.2%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
34
Increased
65
Reduced
36
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
NA
126
NewEdge Advisors
Louisiana
$175K 2,837 +2,837 New
Wells Fargo
127
Wells Fargo
California
$168K 2,726 -370 -12%
CAL
128
Capital Analysts LLC
Pennsylvania
$151K 2,447 +2,447 New
TF
129
Tompkins Financial
New York
$151K 2,451 +2,451 New
Citigroup
130
Citigroup
New York
$145K 2,349 +1,440 +158%
Comerica Bank
131
Comerica Bank
Texas
$139K 2,250 +2,130 +1,775%
CHA
132
Carmichael Hill & Associates
Maryland
$138K 2,246 +132 +6%
PA
133
Parallel Advisors
California
$136K 2,213 +1,970 +811%
TPCW
134
TD Private Client Wealth
New York
$94.7K 1,538 -12 -0.8%
IWP
135
IAG Wealth Partners
Wisconsin
$87.7K 1,425 +1,425 New
OP
136
ORG Partners
Indiana
$46.4K 754
GWSA
137
Global Wealth Strategies & Associates
Colorado
$42.4K 689 -75,973 -99%
HI
138
Harbour Investments
Wisconsin
$40.6K 660 +84 +15%
AAG
139
Armstrong Advisory Group
Massachusetts
$31.2K 507 -157 -24%
SWM
140
Spire Wealth Management
Virginia
$26.9K 450 +1 +0.2%
WTC
141
WhitTier Trust Company
Nevada
$24.6K 400
EBA
142
Eagle Bay Advisors
New York
$24.2K 393 -7,181 -95%
IA
143
IFP Advisors
Florida
$22.7K 369 -50 -12%
TLCM
144
Twin Lakes Capital Management
California
$20.6K 334
GWM
145
Geneos Wealth Management
Colorado
$15.1K 245 +73 +42%
FCA
146
FinTrust Capital Advisors
South Carolina
$14.3K 232
GIA
147
Goodwin Investment Advisory
Georgia
$7.76K 126 -87 -41%
MRCM
148
M&R Capital Management
New Jersey
$6.16K 100
ASN
149
Advisory Services Network
Georgia
$5.28K 86 +86 New
BWM
150
Baystate Wealth Management
Massachusetts
$5.22K 84