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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 %
BOS
326
Bank of Stockton
California
$19.5M -$1.02M -8,721 -5%
SAM
327
Summit Asset Management
Tennessee
$19.4M +$524K +4,479 +3%
ECG
328
EPIQ Capital Group
California
$19.4M +$4.61M +39,399 +31%
FFW
329
Fusion Family Wealth
New York
$19.4M +$20K +171 +0.1%
FNBT
330
FineMark National Bank & Trust
Florida
$19.3M +$413K +3,532 +2%
CFA
331
CWS Financial Advisors
Michigan
$19.2M -$68.9K -589 -0.4%
JA
332
JVL Associates
Michigan
$18.9M -$915K -7,825 -5%
EW
333
Enzi Wealth
Texas
$18.9M +$558K +4,768 +3%
VCP
334
Verus Capital Partners
Arizona
$18.8M +$373K +3,187 +2%
PCIA
335
Prime Capital Investment Advisors
Kansas
$18.8M -$521K -4,458 -3%
VFIC
336
Valley Forge Investment Consultants
Pennsylvania
$18.8M +$183K +1,565 +1%
Jane Street
337
Jane Street
New York
$18.7M +$14.2M +121,201 +316%
WT
338
Washington Trust
Rhode Island
$18.6M +$1.05M +8,973 +6%
YCM
339
Yousif Capital Management
Michigan
$18.6M -$1.73M -14,795 -9%
LGWM
340
Litman Gregory Wealth Management
California
$18.5M +$1.91M +16,351 +12%
VFPW
341
Vantage Financial Partners (Wisconsin)
Wisconsin
$18.5M -$5.32M -45,492 -22%
NEPPG
342
New England Professional Planning Group
Rhode Island
$18.3M +$207K +1,767 +1%
PWLP
343
Prio Wealth Limited Partnership
Massachusetts
$18.1M +$389K +3,330 +2%
OPWM
344
Oakwell Private Wealth Management
Texas
$18.1M -$1.19M -10,160 -6%
ATC
345
Argent Trust Co
Tennessee
$18.1M +$1.09M +9,304 +6%
LIA
346
LBMC Investment Advisors
Tennessee
$18M +$176K +1,509 +1%
PSIWM
347
Paradigm Strategies in Wealth Management
Minnesota
$17.9M +$155K +1,324 +0.9%
CIA
348
Concurrent Investment Advisors
Florida
$17.9M +$2.5M +21,368 +16%
MCWS
349
McKinley Carter Wealth Services
West Virginia
$17.9M +$2.08M +17,807 +13%
CL
350
Choreo LLC
Illinois
$17.7M +$7.02M +60,824 +66%