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iShares Russell 2500 ETF

129 hedge funds and large institutions have $406M invested in iShares Russell 2500 ETF in 2022 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 51 increasing their positions, 30 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

850% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 4

70% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 30

46% more capital invested

Capital invested by funds: $279M → $406M (+$127M)

28% more funds holding

Funds holding: 101129 (+28)

8.73% more ownership

Funds ownership: 66.24%74.97% (+8.7%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
129
Holders Change
+28
Holders Change %
+27.72%
% of All Funds
2.07%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
38
Increased
51
Reduced
30
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWMA
1
Heritage Wealth Management (Arizona)
Arizona
$49.6M +$26M +484,922 +108%
CCM
2
Coldstream Capital Management
Washington
$44.6M +$45M +838,543 New
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$26.2M -$7.94M -147,853 -23%
Fifth Third Bancorp
4
Fifth Third Bancorp
Ohio
$16.8M +$17M +316,219 New
WANY
5
Wealthspire Advisors (New York)
New York
$16.8M +$5.59M +104,062 +49%
BC
6
Brio Consultants
California
$16.7M +$702K +13,074 +4%
Truist Financial
7
Truist Financial
North Carolina
$16.3M +$4.95M +92,269 +43%
LFGH
8
Lee Financial Group Hawaii
Hawaii
$15.2M -$243K -4,531 -2%
W
9
WealthOne
New York
$12.3M +$265K +4,930 +2%
BCI
10
Brinker Capital Investments
Pennsylvania
$11.6M +$447K +8,327 +4%
US Bancorp
11
US Bancorp
Minnesota
$11.2M +$708K +13,177 +7%
Bank of America
12
Bank of America
North Carolina
$10.5M -$213K -3,971 -2%
CWM
13
CMH Wealth Management
New Hampshire
$9.51M +$9.61M +178,968 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$9.21M -$395K -7,364 -4%
ARG
15
Advisory Resource Group
Oklahoma
$9.09M +$837K +15,591 +10%
CAM
16
Cresset Asset Management
Illinois
$8.08M -$1.16M -21,677 -12%
CG
17
Colony Group
Massachusetts
$7.49M +$260K +4,843 +4%
UBS Group
18
UBS Group
Switzerland
$7.19M -$13.2M -244,914 -64%
CTC
19
Central Trust Company
Missouri
$6.76M +$2.3M +42,811 +51%
HighTower Advisors
20
HighTower Advisors
Illinois
$5.91M +$419K +7,799 +8%
GWSA
21
Global Wealth Strategies & Associates
Colorado
$5.63M +$5.69M +105,991 New
KCM
22
Kendall Capital Management
Maryland
$5.63M +$1.46M +27,161 +34%
AAG
23
Armstrong Advisory Group
Massachusetts
$4.75M +$4.8M +89,416 New
SWPG
24
Strategic Wealth Partners Group
Illinois
$4.45M +$627K +11,667 +16%
LPL Financial
25
LPL Financial
California
$3.93M -$476K -8,860 -11%