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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 %
BPA
326
Beacon Pointe Advisors
California
$17M -$1.17M -10,977 -6%
PG
327
Proffitt & Goodson
Tennessee
$17M +$752K +7,046 +5%
VFIC
328
Valley Forge Investment Consultants
Pennsylvania
$17M +$459K +4,308 +3%
PWP
329
Principle Wealth Partners
Connecticut
$16.8M +$124K +1,161 +0.7%
VCP
330
Verus Capital Partners
Arizona
$16.8M +$559K +5,240 +3%
EW
331
Enzi Wealth
Texas
$16.5M +$138K +1,308 +0.8%
NEPPG
332
New England Professional Planning Group
Rhode Island
$16.5M +$340K +3,189 +2%
AWM
333
Apollon Wealth Management
South Carolina
$16.4M -$1.01M -9,471 -6%
TPCW
334
TD Private Client Wealth
New York
$16.4M +$431K +4,045 +3%
LIA
335
LBMC Investment Advisors
Tennessee
$16.3M +$292K +2,739 +2%
PSIWM
336
Paradigm Strategies in Wealth Management
Minnesota
$16.2M +$863K +8,092 +6%
IWMWV
337
Ironwood Wealth Management (West Virginia)
West Virginia
$16.2M +$261K +2,365 +2%
WIA
338
World Investment Advisors
California
$16.2M +$3.59M +33,614 +28%
PWLP
339
Prio Wealth Limited Partnership
Massachusetts
$16.2M +$330K +3,096 +2%
CPIG
340
Chicago Partners Investment Group
Illinois
$16.2M +$542K +4,609 +3%
WH
341
Whitcomb & Hess
Ohio
$16.1M +$530K +4,972 +3%
VFPI
342
Vantage Financial Partners (Illinois)
Illinois
$16.1M +$625K +5,856 +4%
AAS
343
Ameritas Advisory Services
Nebraska
$16M +$416K +3,898 +3%
TFA
344
Transamerica Financial Advisors
Florida
$16M
WT
345
Washington Trust
Rhode Island
$16M -$56.2K -527 -0.3%
CFG
346
Compton Financial Group
Maryland
$16M -$230K -2,160 -1%
UBS AM
347
UBS AM
Illinois
$16M +$16M +150,000 New
LP
348
LGL Partners
Pennsylvania
$15.9M +$177K +1,658 +1%
HWA
349
Hilltop Wealth Advisors
North Carolina
$15.6M +$17.2K +161 +0.1%
JSW
350
Journey Strategic Wealth
New Jersey
$15.6M -$172K -1,610 -1%