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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 %
SFCL
2651
Strengthening Families & Communities LLC
Massachusetts
-$93.4K -799 Closed
SC
2652
Swan Capital
Florida
-$83K -710 Closed
PS
2653
Planned Solutions
California
-$75.6K -647 Closed
HPIA
2654
Hamilton Point Investment Advisors
North Carolina
-$58.5K -500 Closed
MFA
2655
McClarren Financial Advisors
Pennsylvania
-$4 -489 Closed
CA
2656
Claris Advisors
Missouri
-$55.6K -475 Closed
NFA
2657
Northwest Financial Advisors
Virginia
-$45.3K -387 Closed
CH
2658
Canton Hathaway
Rhode Island
-$32K -276 Closed
HI
2659
Hoey Investments
Pennsylvania
-$22.4K -210 Closed
CPA
2660
Capital Performance Advisors
California
-$14.3K -122 Closed
GJWM
2661
Gilliland Jeter Wealth Management
Arkansas
-$14K -120 Closed
HFS
2662
Hantz Financial Services
Michigan
-$9K -79 Closed
APC
2663
Aspire Private Capital
North Carolina
-$9.03K -77 Closed
SHF
2664
Safe Harbor Fiduciary
Florida
-$7.84K -67 Closed
SC
2665
Sawyer & Company
Massachusetts
-$2K -19 Closed
GAG
2666
Goodman Advisory Group
Massachusetts
-$1.87K -16 Closed
EAM
2667
Eukles Asset Management
Ohio
-$1.87K -16 Closed
RI
2668
Ridgewood Investments
New Jersey
-$819 -7 Closed
IF
2669
Integrity Financial
Wyoming
-$351 -3 Closed