We are live on ! Find out more
SMMD icon

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
GWANC
151
Guardian Wealth Advisors (North Carolina)
North Carolina
$241K +$247K +3,538 New
DIP
152
DT Investment Partners
Pennsylvania
$240K +$4.96K +71 +2%
EH
153
Equitable Holdings
New York
$233K +$2.24K +32 +0.9%
Bank of New York Mellon
154
Bank of New York Mellon
New York
$231K +$6.15K +88 +3%
LC
155
Lindbrook Capital
California
$227K
RWM
156
Ritholtz Wealth Management
New York
$226K +$232K +3,323 New
SWA
157
SFMG Wealth Advisors
Texas
$225K +$13K +186 +6%
Wells Fargo
158
Wells Fargo
California
$224K -$50.1K -717 -18%
Thrivent Financial for Lutherans
159
Thrivent Financial for Lutherans
Minnesota
$207K +$198K +2,826 New
FNA
160
First National Advisers
Nebraska
$207K
FHC
161
First Heartland Consultants
Missouri
$205K +$3.22K +46 +2%
FNT
162
First Nebraska Trust
Nebraska
$203K
NAM
163
NTV Asset Management
West Virginia
$202K +$208K +2,975 New
PA
164
Parallel Advisors
California
$200K +$55.2K +789 +37%
TPCW
165
TD Private Client Wealth
New York
$183K -$41K -587 -18%
MCM
166
MAI Capital Management
Ohio
$159K +$164K +2,339 New
AGWCA
167
Annis Gardner Whiting Capital Advisors
Florida
$132K
EWA
168
EverSource Wealth Advisors
Alabama
$117K +$350 +5 +0.3%
NA
169
NewEdge Advisors
Louisiana
$107K +$489 +7 +0.4%
Comerica Bank
170
Comerica Bank
Texas
$103K +$1.26K +18 +1%
IWP
171
IAG Wealth Partners
Wisconsin
$96.9K
CPG
172
Cornerstone Planning Group
New Jersey
$85.1K +$84.6K +1,210 New
Bank of Montreal
173
Bank of Montreal
Ontario, Canada
$83.3K
OP
174
ORG Partners
Indiana
$71.4K +$20.7K +296 +39%
CIBC Private Wealth Group
175
CIBC Private Wealth Group
Georgia
$64.9K