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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
SWA
151
SFMG Wealth Advisors
Texas
$364K
MFA
152
Mayflower Financial Advisors
Massachusetts
$362K
NG
153
Norden Group
Utah
$360K
1IA
154
1620 Investment Advisors
Massachusetts
$354K
AA
155
Altman Advisors
Illinois
$348K
Jones Financial Companies
156
Jones Financial Companies
Missouri
$331K
CSP
157
Cary Street Partners
Virginia
$329K
TPWA
158
TRUE Private Wealth Advisors
Oregon
$323K
CAL
159
Capital Analysts LLC
Pennsylvania
$322K
Mercer Global Advisors
160
Mercer Global Advisors
Colorado
$318K
DT
161
Diversified Trust
Tennessee
$305K
MG
162
Mather Group
Illinois
$305K
FNA
163
First National Advisers
Nebraska
$304K
Bank of New York Mellon
164
Bank of New York Mellon
New York
$301K
FCM
165
Firestone Capital Management
Florida
$300K
FHC
166
First Heartland Consultants
Missouri
$297K
FG
167
Fairman Group
Pennsylvania
$297K
VCAM
168
Van Cleef Asset Management
Ohio
$291K
VFPW
169
Vantage Financial Partners (Wisconsin)
Wisconsin
$283K
EH
170
Equitable Holdings
New York
$283K
DCM
171
Dimension Capital Management
Florida
$275K
AI
172
Atria Investments
North Carolina
$272K
CFG
173
Citizens Financial Group
Rhode Island
$264K
SFG
174
SevenBridge Financial Group
Pennsylvania
$257K
IA
175
Integrity Alliance
Iowa
$254K