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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
PWM
126
Perigon Wealth Management
California
$640K
SA
127
Sanctuary Advisors
Indiana
$608K
Jones Financial Companies
128
Jones Financial Companies
Missouri
$581K
MAG
129
Mayfair Advisory Group
Alabama
$581K
LAS
130
Legacy Advisory Services
Pennsylvania
$579K
BBHC
131
Brown Brothers Harriman & Co
New York
$572K
FG
132
Fairman Group
Pennsylvania
$554K
AIM
133
Advyzon Investment Management
Illinois
$550K
PAS
134
Park Avenue Securities
New York
$544K
NA
135
NewEdge Advisors
Louisiana
$520K
DWM
136
Diversify Wealth Management
Utah
$514K
EWA
137
EP Wealth Advisors
California
$510K
DADC
138
D.A. Davidson & Co
Montana
$500K
OWM
139
OneAscent Wealth Management
Alabama
$497K
LHC
140
Little House Capital
Massachusetts
$477K
Bessemer Group
141
Bessemer Group
New Jersey
$458K
LWM
142
Lakeridge Wealth Management
Ohio
$456K
TCOO
143
Trust Company of Oklahoma
Oklahoma
$442K
DT
144
Diversified Trust
Tennessee
$440K
Thrivent Financial for Lutherans
145
Thrivent Financial for Lutherans
Minnesota
$410K
TPCW
146
TD Private Client Wealth
New York
$407K
SF
147
Summit Financial
New Jersey
$399K
Mercer Global Advisors
148
Mercer Global Advisors
Colorado
$391K
Betterment LLC
149
Betterment LLC
New York
$388K
OCFG
150
O'Connor Financial Group
Illinois
$384K