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iShares Core S&P Small-Cap ETF

2,597 hedge funds and large institutions have $66.7B invested in iShares Core S&P Small-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 359 funds opening new positions, 1,191 increasing their positions, 801 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,597
Holders Change
+234
Holders Change %
+9.9%
% of All Funds
34.58%
Holding in Top 10
365
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+10.94%
% of All Funds
4.86%
New
359
Increased
1,191
Reduced
801
Closed
69
Calls
$101M
Puts
$30.1M
Net Calls
+$70.7M
Net Calls Change
+$30.4M
Name Holding Trade Value Shares
Change
Shares
Change %
OAJ
2501
Ogorek Anthony Joseph
New York
$34K +$34K +302 New
LCOV
2502
London Company of Virginia
Virginia
$34K +$34K +295 New
CMBA
2503
C.M. Bidwell & Associates
Hawaii
$33.5K
BCPWM
2504
Bradley & Co Private Wealth Management
Florida
$33.4K +$33.4K +290 New
PCTC
2505
Perkins Coie Trust Company
Washington
$33K -$5.99K -52 -15%
PA
2506
Pineridge Advisors
Missouri
$32.6K +$346 +3 +1%
AIM
2507
Arcadia Investment Management
Michigan
$32.3K
MDA
2508
Minot DeBlois Advisors
Massachusetts
$31.9K +$31.9K +277 New
CW
2509
Curio Wealth
Maryland
$31.1K +$31.1K +270 New
CP
2510
Castleview Partners
Texas
$30.5K +$4.02K +35 +15%
GWM
2511
Grand Wealth Management
Michigan
$30.3K
MEG
2512
Millstone Evans Group
Colorado
$30K +$30K +260 New
PFSC
2513
Peoples Financial Services Corp
Pennsylvania
$28.8K
RPA
2514
Redwood Park Advisors
California
$28.4K +$28.4K +247 New
EPW
2515
Evergreen Private Wealth
Colorado
$27.5K
FCMT
2516
Founders Capital Management (Texas)
Texas
$27.3K +$115 +1 +0.4%
FRA
2517
Front Row Advisors
California
$27.1K
DF
2518
DecisionPoint Financial
Arizona
$25.9K
FLP
2519
Financial Life Planners
Arizona
$25.5K +$25.5K +222 New
LI
2520
LRI Investments
Florida
$25.2K +$230 +2 +0.9%
FWM
2521
FSA Wealth Management
Massachusetts
$24.4K +$4.96K +43 +25%
FFWM
2522
Future Financial Wealth Management
Ohio
$24.2K -$138K -1,200 -85%
AIC
2523
Archer Investment Corporation
Indiana
$24.2K +$3.22K +28 +15%
HWA
2524
Heritage Wealth Advisors
Virginia
$24K +$6.69K +58 +39%
IRC
2525
Investors Research Corp
Georgia
$23.5K