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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 %
YCM
351
Yousif Capital Management
Michigan
$16.9M +$2.16M +19,554 +15%
VCP
352
Verus Capital Partners
Arizona
$16.8M +$1.38M +12,523 +9%
CFG
353
Compton Financial Group
Maryland
$16.8M +$154K +1,397 +0.9%
PG
354
Proffitt & Goodson
Tennessee
$16.8M -$1.36M -12,334 -8%
XF
355
XML Financial
Maryland
$16.8M +$175K +1,587 +1%
NEPPG
356
New England Professional Planning Group
Rhode Island
$16.7M +$106K +962 +0.6%
WT
357
Washington Trust
Rhode Island
$16.7M +$199K +1,803 +1%
TFA
358
Transamerica Financial Advisors
Florida
$16.6M +$3.56M +32,227 +27%
LIA
359
LBMC Investment Advisors
Tennessee
$16.6M +$259K +2,343 +2%
SL
360
Salomon & Ludwin
Virginia
$16.5M -$521K -4,712 -3%
TPCW
361
TD Private Client Wealth
New York
$16.5M +$700K +6,334 +4%
ATC
362
Argent Trust Co
Tennessee
$16.5M +$550K +4,978 +3%
PWLP
363
Prio Wealth Limited Partnership
Massachusetts
$16.4M +$409K +3,700 +3%
JSW
364
Journey Strategic Wealth
New Jersey
$16.4M -$26.6M -240,535 -62%
LP
365
LGL Partners
Pennsylvania
$16.3M +$412K +3,725 +3%
FA
366
Flagstar Advisors
New York
$16.3M +$578K +5,226 +4%
Lido Advisors
367
Lido Advisors
California
$16.3M -$120K -1,085 -0.7%
OA
368
Operose Advisors
Wisconsin
$16.2M -$3M -27,150 -16%
HWA
369
Hilltop Wealth Advisors
North Carolina
$16.2M +$16.2M +146,540 New
WH
370
Whitcomb & Hess
Ohio
$16.2M +$258K +2,331 +2%
EW
371
Enzi Wealth
Texas
$16.1M -$754K -7,278 -4%
MWM
372
Marietta Wealth Management
Georgia
$16.1M +$461K +4,172 +3%
VFPI
373
Vantage Financial Partners (Illinois)
Illinois
$16.1M +$3.38M +30,546 +27%
PSIWM
374
Paradigm Strategies in Wealth Management
Minnesota
$15.9M +$148K +1,343 +0.9%
FFA
375
Farther Finance Advisors
California
$15.8M +$1.38M +12,583 +10%