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iShares Russell 2500 ETF

191 hedge funds and large institutions have $1.05B invested in iShares Russell 2500 ETF in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 76 increasing their positions, 71 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

10% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 20

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
191
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
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
GT
1
Glenmede Trust
Pennsylvania
$141M
FWIA
2
Fort Washington Investment Advisors
Ohio
$94.1M
CCM
3
Coldstream Capital Management
Washington
$75.6M
Bank of America
4
Bank of America
North Carolina
$50.4M
Fidelity Investments
5
Fidelity Investments
Massachusetts
$47.1M
CAM
6
Cresset Asset Management
Illinois
$43.4M
Fifth Third Bancorp
7
Fifth Third Bancorp
Ohio
$34.3M
CTC
8
Central Trust Company
Missouri
$34.1M
WANY
9
Wealthspire Advisors (New York)
New York
$30.1M
Focus Partners Wealth
10
Focus Partners Wealth
Massachusetts
$25.3M
VAS
11
Vestmark Advisory Solutions
Massachusetts
$22.2M
WIA
12
World Investment Advisors
California
$21.5M
US Bancorp
13
US Bancorp
Minnesota
$21.3M
Truist Financial
14
Truist Financial
North Carolina
$20.1M
KCM
15
Kendall Capital Management
Maryland
$19M
UBS Group
16
UBS Group
Switzerland
$17.3M
CWM
17
CMH Wealth Management
New Hampshire
$16.2M
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$15.7M
HFO
19
Heritage Family Offices
Arizona
$13.8M
William Blair & Company
20
William Blair & Company
Illinois
$13.6M
Kovitz Investment Group Partners
21
Kovitz Investment Group Partners
Illinois
$13.6M
HCA
22
Harbor Capital Advisors
Illinois
$12.7M
BC
23
Brio Consultants
California
$12M
Raymond James Financial
24
Raymond James Financial
Florida
$11.5M
CAM
25
Congress Asset Management
Massachusetts
$11.1M