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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

84% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 19

44% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 66

13% more capital invested

Capital invested by funds: $1.89B → $2.12B (+$238M)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

5% more funds holding

Funds holding: 221231 (+10)

0.33% less ownership

Funds ownership: 82.48%82.15% (-0.33%)

Holders
231
Holders Change
+10
Holders Change %
+4.52%
% of All Funds
2.85%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.11%
New
35
Increased
95
Reduced
66
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
151
Renaissance Technologies
New York
$382K +$394K +5,000 New
FMN
152
Financial Management Network
California
$381K -$43.4K -550 -10%
SWA
153
SFMG Wealth Advisors
Texas
$378K +$6.54K +83 +2%
SFB
154
STAR Financial Bank
Indiana
$374K +$387K +4,905 New
MFA
155
Mayflower Financial Advisors
Massachusetts
$370K +$946 +12 +0.2%
BFA
156
Bill Few Associates
Pennsylvania
$368K +$169K +2,147 +80%
1IA
157
1620 Investment Advisors
Massachusetts
$352K -$8.75K -111 -2%
SI
158
Stephens Inc
Arkansas
$351K +$362K +4,597 New
IWM
159
IHT Wealth Management
Illinois
$336K +$117K +1,484 +51%
CSP
160
Cary Street Partners
Virginia
$335K
AF
161
Align Financial
Minnesota
$334K -$6.6M -83,686 -95%
Bank of New York Mellon
162
Bank of New York Mellon
New York
$331K +$25.4K +322 +8%
TPWA
163
TRUE Private Wealth Advisors
Oregon
$329K +$315 +4 +0.1%
AA
164
Altman Advisors
Illinois
$315K -$11.9K -151 -0.6%
MG
165
Mather Group
Illinois
$311K
FNA
166
First National Advisers
Nebraska
$309K
FCM
167
Firestone Capital Management
Florida
$305K
VCAM
168
Van Cleef Asset Management
Ohio
$297K
FHC
169
First Heartland Consultants
Missouri
$291K -$12.1K -153 -4%
GLA
170
Great Lakes Advisors
Illinois
$289K -$2.75M -34,828 -90%
MIA
171
MainStreet Investment Advisors
Illinois
$289K +$298K +3,784 New
P
172
&Partners
Tennessee
$288K +$297K +3,770 New
EH
173
Equitable Holdings
New York
$288K +$4.89K +62 +2%
HCA
174
Harbor Capital Advisors
Illinois
$280K -$8.51M -107,912 -97%
DCM
175
Dimension Capital Management
Florida
$280K