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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 %
PWM
326
Perigon Wealth Management
California
$18.4M +$3.57M +32,284 +24%
DAS
327
Dynamic Advisor Solutions
Arizona
$18.4M -$31.9K -289 -0.2%
PP
328
Pegasus Partners
Wisconsin
$18.3M -$1.42M -12,836 -7%
TCM
329
Twele Capital Management
Minnesota
$18.2M +$158K +1,429 +0.9%
AWM
330
Apollon Wealth Management
South Carolina
$18M -$2.69M -24,366 -13%
FNBT
331
FineMark National Bank & Trust
Florida
$18M +$810K +7,330 +5%
KWA
332
Kellett Wealth Advisors
Ohio
$18M -$31.8K -288 -0.2%
FHC
333
Fort Henry Capital
West Virginia
$17.9M +$22.7K +205 +0.1%
LA
334
Legacy Advisors
Pennsylvania
$17.9M +$1.24M +11,235 +7%
EA
335
Evergreen Advisors
Tennessee
$17.9M +$87.1K +788 +0.5%
LBC
336
Lowe Brockenbrough & Co
Virginia
$17.6M +$164K +1,486 +0.9%
CFP
337
Catalyst Financial Partners
Massachusetts
$17.6M +$623K +6,096 +4%
FHA
338
First Horizon Advisors
Tennessee
$17.6M -$987K -8,930 -5%
CFA
339
CWS Financial Advisors
Michigan
$17.5M +$540K +4,885 +3%
TGAM
340
TBH Global Asset Management
Tennessee
$17.4M -$3.52M -31,855 -17%
PWP
341
Principle Wealth Partners
Connecticut
$17.3M +$13M +117,198 +296%
SB
342
Sunflower Bank
Texas
$17.3M +$72.6K +657 +0.4%
FFW
343
Fusion Family Wealth
New York
$17.3M +$114K +1,028 +0.7%
BSSFA
344
Baron Silver Stevens Financial Advisors
Florida
$17.2M -$17K -154 -0.1%
OPWM
345
Oakwell Private Wealth Management
Texas
$17.2M +$1.24M +11,215 +8%
SAM
346
Summit Asset Management
Tennessee
$17.2M +$752K +6,805 +5%
PWM
347
Proathlete Wealth Management
Florida
$17.2M +$385K +3,485 +2%
VFIC
348
Valley Forge Investment Consultants
Pennsylvania
$17.1M +$910K +8,238 +6%
WWM
349
Waterway Wealth Management
Texas
$17.1M -$693K -6,273 -4%
DWM
350
Dakota Wealth Management
Florida
$17M -$1.9M -17,235 -10%