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iShares Russell 2500 ETF

189 hedge funds and large institutions have $1.35B invested in iShares Russell 2500 ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 86 increasing their positions, 53 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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
SFG
151
SevenBridge Financial Group
Pennsylvania
$241K
EIA
152
Edgemoor Investment Advisors
Maryland
$236K
CAL
153
Capital Analysts LLC
Pennsylvania
$233K
Jones Financial Companies
154
Jones Financial Companies
Missouri
$229K
GLA
155
Great Lakes Advisors
Illinois
$224K
NAM
156
NTV Asset Management
West Virginia
$219K
OFG
157
Opulen Financial Group
Virginia
$206K
EFS
158
Essex Financial Services
Connecticut
$200K
SWM
159
Spire Wealth Management
Virginia
$167K
FG
160
Fairman Group
Pennsylvania
$167K
AGWCA
161
Annis Gardner Whiting Capital Advisors
Florida
$143K
CPG
162
Cornerstone Planning Group
New Jersey
$103K
Bank of Montreal
163
Bank of Montreal
Ontario, Canada
$90.3K
Russell Investments Group
164
Russell Investments Group
United Kingdom
$89.2K
PA
165
Parallel Advisors
California
$87.1K
AC
166
AlphaCore Capital
California
$86.6K
CIBC Private Wealth Group
167
CIBC Private Wealth Group
Georgia
$80.4K
NRC
168
New Republic Capital
North Carolina
$71K
IWP
169
IAG Wealth Partners
Wisconsin
$60.1K
OP
170
ORG Partners
Indiana
$55.6K
AAP
171
Arax Advisory Partners
Colorado
$49.9K
WTC
172
WhitTier Trust Company
Nevada
$42.9K
SWP
173
Strategic Wealth Partners
Ohio
$41.3K
HI
174
Harbour Investments
Wisconsin
$28.6K
TLCM
175
Twin Lakes Capital Management
California
$24.6K