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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 %
MP
251
Mangrove Partners
Connecticut
$24.7M -$65.2M -590,221 -73%
ASN
252
Advisory Services Network
Georgia
$24.5M +$1.09M +9,872 +5%
NA
253
Nottingham Advisors
New York
$24.4M -$10.6M -96,230 -30%
AWE
254
Avidian Wealth Enterprises
Texas
$24.4M +$8.66M +78,383 +55%
RCA
255
Resonant Capital Advisors
Wisconsin
$24.3M +$1M +9,055 +4%
MM
256
Main Management
California
$24.2M +$24.2M +218,732 +126,435%
HG
257
Harbor Group
New Hampshire
$24.2M +$1.26M +11,399 +5%
SW
258
Simplicity Wealth
New Jersey
$24.1M +$23.8M +215,176 +7,497%
WAP
259
Wealthcare Advisory Partners
Pennsylvania
$23.9M +$1.44M +13,025 +6%
GWM
260
Geneos Wealth Management
Colorado
$23.7M -$1.01M -9,102 -4%
AC
261
Asio Capital
Kentucky
$23.5M +$210K +1,899 +0.9%
RCAG
262
Rehmann Capital Advisory Group
Michigan
$23.4M +$1.52M +13,772 +7%
CCA
263
Conservest Capital Advisors
Pennsylvania
$23M -$14.8M -133,942 -39%
BHWM
264
Bar Harbor Wealth Management
New Hampshire
$23M +$301K +2,723 +1%
HTIM
265
Harbour Trust & Investment Management
Indiana
$22.9M +$2.55M +23,066 +13%
CMA
266
Cedar Mountain Advisors
Oregon
$22.8M +$110K +999 +0.5%
PAI
267
Pittenger & Anderson Inc
Nebraska
$22.6M +$1.07M +9,678 +5%
ODG
268
O'Dell Group
Ohio
$22.4M -$295K -2,668 -1%
BWM
269
Baron Wealth Management
Michigan
$22.3M +$868K +7,856 +4%
SW
270
SVB Wealth
Massachusetts
$22.3M -$2.07M -18,730 -9%
ST
271
Sageworth Trust
Pennsylvania
$22.3M -$61.8K -559 -0.3%
CA
272
Cornerstone Advisory
Maryland
$22.3M +$2.83M +25,606 +15%
SFS
273
Summit Financial Strategies
Ohio
$22.2M +$2.76K +25 +0%
GGS
274
Galvin Gaustad & Stein
Arizona
$21.9M +$4.8M +43,421 +28%
SB
275
Simmons Bank
Arkansas
$21.8M -$9.95K -90 -0%