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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
GT
1
Glenmede Trust
Pennsylvania
$119M +$99.1M +1,417,261 +428%
CCM
2
Coldstream Capital Management
Washington
$108M +$39M +558,372 +54%
FWIA
3
Fort Washington Investment Advisors
Ohio
$92.8M +$29.9M +427,780 +46%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$59.3M +$10.9M +155,222 +22%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$52M +$15.7M +223,880 +41%
Bank of America
6
Bank of America
North Carolina
$46.8M +$15.8M +225,718 +49%
CAM
7
Cresset Asset Management
Illinois
$43.2M +$2.58M +36,934 +6%
Fifth Third Bancorp
8
Fifth Third Bancorp
Ohio
$37.8M -$511K -7,302 -1%
KIM
9
Kestra Investment Management
Texas
$37.4M +$15.3M +219,514 +66%
WANY
10
Wealthspire Advisors (New York)
New York
$31.9M +$2.98M +42,569 +10%
CTC
11
Central Trust Company
Missouri
$30.4M +$8.03M +114,904 +35%
Truist Financial
12
Truist Financial
North Carolina
$24.5M +$5.06M +72,318 +25%
US Bancorp
13
US Bancorp
Minnesota
$24M +$2.49M +35,554 +11%
WIA
14
World Investment Advisors
California
$23.5M -$122K -1,743 -0.5%
BC
15
Brio Consultants
California
$22.5M -$108K -1,543 -0.5%
KCM
16
Kendall Capital Management
Maryland
$19.9M +$8.06M +115,244 +65%
CWM
17
CMH Wealth Management
New Hampshire
$17.6M +$81.7K +1,169 +0.5%
UBS Group
18
UBS Group
Switzerland
$16.9M +$4.17M +59,639 +32%
Focus Partners Wealth
19
Focus Partners Wealth
Massachusetts
$15.2M +$475K +6,798 +3%
William Blair & Company
20
William Blair & Company
Illinois
$15.1M +$9.9M +141,591 +174%
Kovitz Investment Group Partners
21
Kovitz Investment Group Partners
Illinois
$14.2M +$643K +9,201 +5%
HFO
22
Heritage Family Offices
Arizona
$13M +$95.3K +1,363 +0.7%
HighTower Advisors
23
HighTower Advisors
Illinois
$11.6M +$2.35M +33,656 +25%
Raymond James Financial
24
Raymond James Financial
Florida
$11.3M +$11.6M +165,707 New
BFG
25
Berger Financial Group
Minnesota
$11.1M +$334K +4,776 +3%