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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
Jane Street
126
Jane Street
New York
$377K -$294K -4,206 -43%
SC
127
Sepio Capital
Utah
$344K
MFA
128
Mayflower Financial Advisors
Massachusetts
$340K -$51.8K -741 -13%
FMN
129
Financial Management Network
California
$339K +$43.1K +617 +14%
AA
130
Altman Advisors
Illinois
$336K +$1.24M +17,711 +365%
AFG
131
Atomi Financial Group
New York
$321K +$57.8K +827 +21%
OSAM
132
O'Shaughnessy Asset Management
Connecticut
$321K +$59.1K +845 +22%
RMF
133
Red Mountain Financial
Colorado
$318K +$12.2K +174 +4%
SA
134
Sanctuary Advisors
Indiana
$316K +$1.54K +22 +0.5%
DWM
135
Diversify Wealth Management
Utah
$307K +$320K +4,570 New
DADC
136
D.A. Davidson & Co
Montana
$306K -$3.98K -57 -1%
GA
137
GoalVest Advisory
New York
$295K
PIA
138
Pinion Investment Advisors
Kansas
$295K
WIA
139
Wetzel Investment Advisors
Indiana
$294K +$25.2K +361 +9%
TPWA
140
TRUE Private Wealth Advisors
Oregon
$294K -$2.17K -31 -0.7%
PWM
141
Perigon Wealth Management
California
$289K +$419 +6 +0.1%
VCAM
142
Van Cleef Asset Management
Ohio
$286K -$4.89K -70 -2%
MG
143
Mather Group
Illinois
$277K
FCM
144
Firestone Capital Management
Florida
$272K
IAS
145
Insigneo Advisory Services
Florida
$272K +$280K +4,000 New
EFS
146
Essex Financial Services
Connecticut
$268K
CFG
147
Citizens Financial Group
Rhode Island
$255K
1IA
148
1620 Investment Advisors
Massachusetts
$253K +$90.9K +1,300 +54%
OCFG
149
O'Connor Financial Group
Illinois
$252K +$16.3K +233 +7%
DCM
150
Dimension Capital Management
Florida
$249K +$256K +3,665 New