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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
HI
176
Harbour Investments
Wisconsin
$37.5K +$140 +2 +0.4%
PTC
177
Private Trust Company
Ohio
$33.9K +$34.9K +499 New
TCG
178
Transcendent Capital Group
Oklahoma
$33.7K +$27.7K +396 +396%
WTC
179
WhitTier Trust Company
Nevada
$33.6K +$6.57K +94 +24%
National Bank of Canada
180
National Bank of Canada
Quebec, Canada
$31.6K +$32.4K +464 New
EBA
181
Eagle Bay Advisors
New York
$29.9K +$30.8K +440 New
AAG
182
Armstrong Advisory Group
Massachusetts
$24.1K
MRP
183
Measured Risk Portfolios
California
$23.1K +$23.8K +340 New
TLCM
184
Twin Lakes Capital Management
California
$22.7K
Jones Financial Companies
185
Jones Financial Companies
Missouri
$17.2K +$17.7K +253 New
IA
186
IFP Advisors
Florida
$16.4K -$8.95K -128 -35%
GWSA
187
Global Wealth Strategies & Associates
Colorado
$14.1K
HC
188
Hurley Capital
New York
$12.7K +$12.9K +184 New
SPP
189
Single Point Partners
Massachusetts
$12K +$151K +2,153 +21%
GWSG
190
GPS Wealth Strategies Group
Colorado
$11.2K
SWM
191
Spire Wealth Management
Virginia
$10.3K +$70 +1 +0.7%
AA
192
Ancora Advisors
Ohio
$8.5K
AG
193
AmeriFlex Group
Nevada
$6.24K +$6.22K +89 New
BTI
194
Blue Trust Inc
Georgia
$5.51K +$5.66K +81 New
GRP
195
Global Retirement Partners
California
$4.92K +$5.03K +72 New
GWM
196
Geneos Wealth Management
Colorado
$2.11K
PS
197
Principal Securities
Iowa
$1.7K
LOIP
198
Live Oak Investment Partners
Texas
$204
AWM
199
AE Wealth Management
Kansas
$204 +$210 +3 New
OMC
200
Old Mission Capital
Illinois
-$1.74M -25,651 Closed