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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
33.54%
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 %
HS
276
Horan Securities
United States
$21.8M -$14.6M -132,082 -40%
P
277
&Partners
Tennessee
$21.8M +$9.79M +88,608 +82%
PCIA
278
Prime Capital Investment Advisors
Kansas
$21.6M -$849K -7,682 -4%
D.E. Shaw & Co
279
D.E. Shaw & Co
New York
$21.6M +$21.6M +195,312 New
RRA
280
Round Rock Advisors
Connecticut
$21.5M +$375K +3,392 +2%
AWM
281
Avior Wealth Management
Nebraska
$21.5M -$589K -5,328 -3%
SMC
282
Smith, Moore & Co
Missouri
$21.4M +$468K +4,239 +2%
DWM
283
Dechtman Wealth Management
Colorado
$21.4M -$573K -5,181 -3%
VFPW
284
Vantage Financial Partners (Wisconsin)
Wisconsin
$21.4M +$173K +1,563 +0.8%
MSA
285
Mason Street Advisors
Wisconsin
$21.4M
CGA
286
Crescent Grove Advisors
Illinois
$21.3M +$1.41M +12,725 +7%
CWA
287
CJM Wealth Advisers
Virginia
$21.2M -$23.9K -216 -0.1%
YIA
288
YHB Investment Advisors
Connecticut
$21.1M +$1.31M +11,821 +7%
NFC
289
Northeast Financial Consultants
Connecticut
$21M +$7.39M +66,833 +54%
CPG
290
Cornerstone Planning Group
New Jersey
$21M +$1.46M +13,617 +7%
OIA
291
OneDigital Investment Advisors
Kansas
$20.9M -$3.8M -34,365 -15%
BOS
292
Bank of Stockton
California
$20.7M -$159K -1,437 -0.8%
LFS
293
Lutz Financial Services
Nebraska
$20.7M +$105K +953 +0.5%
AAS
294
Annex Advisory Services
Wisconsin
$20.7M -$26.1M -236,547 -56%
FFS
295
Founders Financial Securities
Maryland
$20.6M -$6.14M -55,576 -23%
CS
296
Credit Suisse
Switzerland
$20.6M -$36.3K -328 -0.2%
ETS
297
ESL Trust Services
New York
$20.5M +$1.49M +13,472 +8%
SPC
298
Sigma Planning Corp
Michigan
$20.5M +$9.87M +89,277 +92%
BNP Paribas Financial Markets
299
BNP Paribas Financial Markets
France
$20.4M +$5.39M +48,752 +36%
IWC
300
Integrated Wealth Concepts
Massachusetts
$20.3M -$71.5K -647 -0.4%