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iShares Core S&P Small-Cap ETF

2,314 hedge funds and large institutions have $56.1B invested in iShares Core S&P Small-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 141 funds opening new positions, 1,046 increasing their positions, 867 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,314
Holders Change
+15
Holders Change %
+0.65%
% of All Funds
33.55%
Holding in Top 10
343
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-7.05%
% of All Funds
4.97%
New
141
Increased
1,046
Reduced
867
Closed
95
Calls
$66.7M
Puts
$63.2M
Net Calls
+$3.45M
Net Calls Change
-$56.4M
Name Holding Trade Value Shares
Change
Shares
Change %
JAG
226
Journey Advisory Group
Kentucky
$27.3M +$1.88M +17,018 +7%
FFBTD
227
First Financial Bank - Trust Division
Ohio
$27.3M +$1.71M +15,498 +7%
WTC
228
WhitTier Trust Company
Nevada
$27.2M +$69.5K +629 +0.3%
AWA
229
Alaska Wealth Advisors
Alaska
$27.2M +$6.77M +61,224 +33%
CA
230
Cumberland Advisors
Florida
$26.9M +$6.59M +59,616 +32%
MAM
231
Madison Asset Management
Wisconsin
$26.8M +$4.21M +38,133 +19%
MW
232
Marcum Wealth
Ohio
$26.8M +$4.79M +43,355 +22%
FA
233
Fountainhead AM
New Jersey
$26.8M +$1.81M +16,420 +7%
ATPW
234
Ashton Thomas Private Wealth
Arizona
$26.5M +$2.29M +20,736 +9%
HW
235
Hancock Whitney
Mississippi
$26.4M -$2.64M -23,863 -9%
FFB
236
First Financial Bankshares
Texas
$26.4M -$20K -181 -0.1%
Prudential Financial
237
Prudential Financial
New Jersey
$26.3M -$290K -2,621 -1%
CFO
238
Colony Family Offices
North Carolina
$25.9M +$290K +2,626 +1%
SPP
239
Single Point Partners
Massachusetts
$25.8M +$939K +8,497 +4%
BHIA
240
Birch Hill Investment Advisors
Massachusetts
$25.7M +$6.16M +55,718 +32%
LGA
241
Lebenthal Global Advisors
New York
$25.7M +$10.5M +94,768 +69%
MW
242
MBL Wealth
North Carolina
$25.3M +$56.7K +513 +0.2%
Legal & General Group
243
Legal & General Group
United Kingdom
$25.3M +$7.5M +67,869 +42%
PS
244
Principal Securities
Iowa
$25.2M -$8.29M -75,031 -25%
VVP
245
Venture Visionary Partners
Ohio
$25.2M +$88.6K +802 +0.4%
1SB
246
1ST Source Bank
Indiana
$25.2M -$1.31M -11,816 -5%
William Blair & Company
247
William Blair & Company
Illinois
$25M +$2.64M +23,925 +12%
VCM
248
Vision Capital Management
Oregon
$24.8M -$27.9K -252 -0.1%
GC
249
Guidance Capital
Kentucky
$24.7M -$2.18M -21,084 -8%
MA
250
Montag & Associates
Georgia
$24.7M +$1.4M +12,624 +6%