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iShares Core S&P Small-Cap ETF

2,363 hedge funds and large institutions have $61.1B invested in iShares Core S&P Small-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 165 funds opening new positions, 1,119 increasing their positions, 804 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,363
Holders Change
+74
Holders Change %
+3.23%
% of All Funds
34.18%
Holding in Top 10
329
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+5.11%
% of All Funds
4.76%
New
165
Increased
1,119
Reduced
804
Closed
69
Calls
$118M
Puts
$77.5M
Net Calls
+$40.3M
Net Calls Change
-$27.6M
Name Holding Trade Value Shares
Change
Shares
Change %
EWM
301
Executive Wealth Management
Michigan
$21.7M +$21.7M +185,636 New
DWM
302
Dechtman Wealth Management
Colorado
$21.6M -$311K -2,657 -1%
CGA
303
Crescent Grove Advisors
Illinois
$21.6M -$695K -5,944 -3%
NL
304
Navalign LLC
California
$21.4M +$590K +5,042 +3%
DAS
305
Dynamic Advisor Solutions
Arizona
$21.4M -$149K -1,278 -0.7%
NA
306
Nottingham Advisors
New York
$21.3M -$694K -5,936 -3%
RFP
307
Roth Financial Partners
Texas
$21.2M -$26.9K -230 -0.1%
CFG
308
Compton Financial Group
Maryland
$20.9M +$3.38M +28,912 +19%
RDFA
309
Ritter Daniher Financial Advisory
Ohio
$20.9M +$279K +2,389 +1%
CFG
310
Citizens Financial Group
Rhode Island
$20.6M +$5.16M +44,122 +33%
PFP
311
Pinnacle Financial Partners
Tennessee
$20.6M +$25.4K +217 +0.1%
PWMAG
312
Pinnacle Wealth Management Advisory Group
New Jersey
$20.5M +$89.4K +764 +0.4%
BFG
313
Bleakley Financial Group
New Jersey
$20.3M -$24K -205 -0.1%
TCA
314
Trifecta Capital Advisors
Illinois
$20.3M +$317K +2,709 +2%
EAMA
315
EFG Asset Management (Americas)
Florida
$20.3M +$20.3M +173,292 New
KWMG
316
King Wealth Management Group
Florida
$20.1M +$638K +5,453 +3%
PWM
317
Proathlete Wealth Management
Florida
$20M +$846K +7,235 +4%
EA
318
Evergreen Advisors
Tennessee
$20M +$439K +3,756 +2%
PWM
319
Perigon Wealth Management
California
$19.9M +$339K +2,902 +2%
ST
320
Smithfield Trust
Pennsylvania
$19.7M -$67.4K -576 -0.3%
FHC
321
Fort Henry Capital
West Virginia
$19.7M +$417K +3,563 +2%
TCM
322
Twele Capital Management
Minnesota
$19.7M +$426K +3,640 +2%
RFM
323
Royal Fund Management
Florida
$19.6M +$19.6M +167,919 New
IWC
324
Integrated Wealth Concepts
Massachusetts
$19.6M -$1.75M -15,003 -8%
BSSFA
325
Baron Silver Stevens Financial Advisors
Florida
$19.5M +$466K +3,981 +2%