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iShares Russell 2500 ETF

65 hedge funds and large institutions have $196M invested in iShares Russell 2500 ETF in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 10 reducing their positions, and 10 closing their positions.

Holders
65
Holders Change
Holders Change %
0%
% of All Funds
1.13%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
12
Increased
34
Reduced
10
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPWM
1
Lake Point Wealth Management
Texas
$27.1M 409,061 +409,061 New
HWMA
2
Heritage Wealth Management (Arizona)
Arizona
$17.1M 258,570 +61,586 +31%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$16.2M 244,643 +45,149 +23%
Bank of America
4
Bank of America
North Carolina
$15.7M 237,673 +41,313 +21%
BCI
5
Brinker Capital Investments
Pennsylvania
$14.4M 217,259 +5,237 +2%
EWF
6
Epstein & White Financial
California
$12.8M 192,817 +8,322 +5%
S
7
Surevest
California
$9.95M 150,191 +41,786 +39%
LFGH
8
Lee Financial Group Hawaii
Hawaii
$9.3M 140,351 -25,397 -15%
US Bancorp
9
US Bancorp
Minnesota
$9.13M 137,781 -1,610 -1%
ARG
10
Advisory Resource Group
Oklahoma
$8.71M 131,579 +1,406 +1%
LPL Financial
11
LPL Financial
California
$6.78M 102,428 +11,990 +13%
W
12
WealthOne
New York
$5.52M 83,402 +19,243 +30%
DWP
13
Destiny Wealth Partners
Florida
$5.05M 76,237 -7,229 -9%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$4.06M 61,354 +34,813 +131%
LHC
15
Little House Capital
Massachusetts
$2.94M 44,404 +44,404 New
D
16
Diversified
Delaware
$2.81M 42,427 +31,451 +287%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$2.59M 39,160 +22,476 +135%
Goldman Sachs
18
Goldman Sachs
New York
$2.38M 35,917 +35,917 New
LNC
19
Lincoln National Corp
Pennsylvania
$1.73M 26,111 -219 -0.8%
AWM
20
Altavista Wealth Management
North Carolina
$1.7M 25,624 +3,644 +17%
CAN
21
Cetera Advisor Networks
California
$1.64M 24,772 +13,289 +116%
JIC
22
Johnson Investment Counsel
Ohio
$1.48M 22,276 +508 +2%
Truist Financial
23
Truist Financial
North Carolina
$1.43M 21,633 +21,633 New
UBS Group
24
UBS Group
Switzerland
$1.37M 20,687 +5,443 +36%
UWM
25
USAdvisors Wealth Management
Minnesota
$1.09M 16,523 +1,230 +8%