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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 %
IA
276
IFG Advisors
Missouri
$20.6M +$1.47M +13,787 +8%
CWA
277
CJM Wealth Advisers
Virginia
$20.6M +$278K +2,624 +1%
CGA
278
Crescent Grove Advisors
Illinois
$20.3M -$291K -2,732 -1%
Balyasny Asset Management
279
Balyasny Asset Management
Illinois
$20.1M -$220M -2,064,596 -92%
NA
280
Nottingham Advisors
New York
$20.1M -$3.51M -32,943 -15%
HI
281
Horizon Investments
North Carolina
$20M +$999K +9,365 +5%
DWM
282
Dechtman Wealth Management
Colorado
$20M -$600K -5,629 -3%
LFS
283
Lutz Financial Services
Nebraska
$19.9M -$42.8K -401 -0.2%
SPC
284
Sigma Planning Corp
Michigan
$19.9M +$27.1K +254 +0.1%
WJA
285
Willis Johnson & Associates
Texas
$19.8M +$888K +8,326 +5%
RWB
286
RMR Wealth Builders
New Jersey
$19.7M +$1.17M +10,998 +6%
T
287
TrueFG
Texas
$19.7M +$577K +5,408 +3%
DAS
288
Dynamic Advisor Solutions
Arizona
$19.6M +$1.89M +17,747 +11%
CAL
289
Capital Analysts LLC
Pennsylvania
$19.5M +$840K +7,875 +4%
IWC
290
Integrated Wealth Concepts
Massachusetts
$19.5M -$91.3K -856 -0.5%
OIA
291
OneDigital Investment Advisors
Kansas
$19.5M -$635K -5,949 -3%
PPA
292
Painted Porch Advisors
California
$19.5M +$1.75M +16,440 +10%
RFP
293
Roth Financial Partners
Texas
$19.4M -$21.2K -199 -0.1%
NL
294
Navalign LLC
California
$18.9M +$1.22M +11,426 +7%
PFP
295
Pinnacle Financial Partners
Tennessee
$18.8M -$440K -4,125 -2%
RDFA
296
Ritter Daniher Financial Advisory
Ohio
$18.8M +$229K +2,143 +1%
BOS
297
Bank of Stockton
California
$18.7M -$1.31M -12,328 -7%
FFA
298
Farther Finance Advisors
California
$18.7M +$3.34M +31,546 +22%
PWMAG
299
Pinnacle Wealth Management Advisory Group
New Jersey
$18.7M +$802K +7,515 +4%
BFG
300
Bleakley Financial Group
New Jersey
$18.5M +$348K +3,260 +2%