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iShares Russell 2500 ETF

191 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, 87 increasing their positions, 54 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
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
QCM
151
Quantinno Capital Management
New York
$243K
SFG
152
SevenBridge Financial Group
Pennsylvania
$241K
EIA
153
Edgemoor Investment Advisors
Maryland
$236K
CAL
154
Capital Analysts LLC
Pennsylvania
$233K
Jones Financial Companies
155
Jones Financial Companies
Missouri
$229K
GLA
156
Great Lakes Advisors
Illinois
$224K
NAM
157
NTV Asset Management
West Virginia
$219K
OFG
158
Opulen Financial Group
Virginia
$206K
EFS
159
Essex Financial Services
Connecticut
$200K
SWM
160
Spire Wealth Management
Virginia
$167K
FG
161
Fairman Group
Pennsylvania
$167K
AGWCA
162
Annis Gardner Whiting Capital Advisors
Florida
$143K
CPG
163
Cornerstone Planning Group
New Jersey
$103K
Bank of Montreal
164
Bank of Montreal
Ontario, Canada
$90.3K
Russell Investments Group
165
Russell Investments Group
United Kingdom
$89.2K
PA
166
Parallel Advisors
California
$87.1K
AC
167
AlphaCore Capital
California
$86.6K
CIBC Private Wealth Group
168
CIBC Private Wealth Group
Georgia
$80.4K
NRC
169
New Republic Capital
North Carolina
$71K
IWP
170
IAG Wealth Partners
Wisconsin
$60.1K
OP
171
ORG Partners
Indiana
$55.6K
AAP
172
Arax Advisory Partners
Colorado
$49.9K
WTC
173
WhitTier Trust Company
Nevada
$42.9K
SWP
174
Strategic Wealth Partners
Ohio
$41.3K
HI
175
Harbour Investments
Wisconsin
$28.6K