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iShares Core S&P Small-Cap ETF

2,289 hedge funds and large institutions have $54.9B invested in iShares Core S&P Small-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 1,038 increasing their positions, 873 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,289
Holders Change
-25
Holders Change %
-1.08%
% of All Funds
33.29%
Holding in Top 10
313
Holding in Top 10 Change
-30
Holding in Top 10 Change %
-8.75%
% of All Funds
4.55%
New
114
Increased
1,038
Reduced
873
Closed
102
Calls
$77.3M
Puts
$9.41M
Net Calls
+$67.9M
Net Calls Change
+$64.5M
Name Holding Trade Value Shares
Change
Shares
Change %
ODG
251
O'Dell Group
Ohio
$22.4M
CPG
252
Cornerstone Planning Group
New Jersey
$22.4M +$1.3M +12,070 +6%
CMA
253
Cedar Mountain Advisors
Oregon
$22.4M +$372K +3,484 +2%
NFC
254
Northeast Financial Consultants
Connecticut
$22.2M +$1.96M +18,418 +10%
AC
255
Asio Capital
Kentucky
$22.2M -$526K -4,930 -2%
FFS
256
Founders Financial Securities
Maryland
$21.9M +$2.03M +18,986 +10%
BHWM
257
Bar Harbor Wealth Management
New Hampshire
$21.9M -$244K -2,290 -1%
PAI
258
Pittenger & Anderson Inc
Nebraska
$21.9M +$87.6K +821 +0.4%
VFPW
259
Vantage Financial Partners (Wisconsin)
Wisconsin
$21.7M +$1.12M +10,546 +5%
CFP
260
Catalyst Financial Partners
Massachusetts
$21.7M +$3.36M +31,508 +18%
CCA
261
Conservest Capital Advisors
Pennsylvania
$21.6M -$1.45M -13,155 -6%
RCAG
262
Rehmann Capital Advisory Group
Michigan
$21.5M -$1.02M -9,572 -5%
CA
263
Cornerstone Advisory
Maryland
$21.5M -$8.64K -81 -0%
ETS
264
ESL Trust Services
New York
$21.4M +$1.54M +14,455 +8%
GGS
265
Galvin Gaustad & Stein
Arizona
$21.3M +$205K +1,919 +1%
KLI
266
Kelman-Lazarov Inc
Tennessee
$21.3M +$6.35M +59,544 +42%
ST
267
Sageworth Trust
Pennsylvania
$21.2M -$266K -2,496 -1%
SFS
268
Summit Financial Strategies
Ohio
$21.2M -$209K -1,956 -1%
SB
269
Simmons Bank
Arkansas
$21.2M +$108K +1,009 +0.5%
SB
270
Sunflower Bank
Texas
$20.9M +$4.18M +39,175 +25%
RRA
271
Round Rock Advisors
Connecticut
$20.8M +$82K +769 +0.4%
SMC
272
Smith, Moore & Co
Missouri
$20.8M +$70.1K +657 +0.3%
AAS
273
Annex Advisory Services
Wisconsin
$20.7M +$757K +7,099 +4%
YIA
274
YHB Investment Advisors
Connecticut
$20.6M +$302K +2,835 +1%
MSA
275
Mason Street Advisors
Wisconsin
$20.6M