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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 %
SFWA
351
Summit Financial Wealth Advisors
Louisiana
$15.6M +$493K +4,618 +3%
CA
352
Cumberland Advisors
Florida
$15.5M -$10.4M -97,880 -40%
ATC
353
Argent Trust Co
Tennessee
$15.5M -$409K -3,833 -3%
Lido Advisors
354
Lido Advisors
California
$15.4M -$313K -2,934 -2%
MWM
355
Marietta Wealth Management
Georgia
$15.4M -$119K -1,114 -0.8%
Principal Financial Group
356
Principal Financial Group
Iowa
$15.4M +$213K +1,995 +1%
GIA
357
Gladstone Institutional Advisory
Florida
$15.3M +$346K +3,245 +2%
Allspring Global Investments
358
Allspring Global Investments
North Carolina
$15.3M -$26.9M -252,361 -64%
Manulife (Manufacturers Life Insurance)
359
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$15.2M -$38.4K -360 -0.3%
LGWM
360
Litman Gregory Wealth Management
California
$15.2M +$4.83M +45,245 +47%
BA
361
Bristlecone Advisors
Washington
$15.1M +$204K +1,914 +1%
RWP
362
RWA Wealth Partners
Massachusetts
$15.1M -$3.44M -32,244 -19%
TCOV
363
Trust Company of Vermont
Vermont
$15.1M -$34.3K -322 -0.2%
FA
364
Flagstar Advisors
New York
$15.1M -$673K -6,307 -4%
DWM
365
Dakota Wealth Management
Florida
$15M -$1.39M -13,002 -8%
PP
366
Pegasus Partners
Wisconsin
$15M -$2.7M -25,339 -15%
VCM
367
Verde Capital Management
Michigan
$14.9M +$631K +5,916 +4%
GC
368
Grimes & Company
Massachusetts
$14.9M +$137K +1,281 +0.9%
CCM
369
Cambridge Capital Management
Illinois
$14.8M +$395K +3,707 +3%
LFS
370
Legacy Financial Strategies
Kansas
$14.7M +$698K +6,567 +5%
XF
371
XML Financial
Maryland
$14.7M -$1.53M -14,321 -9%
CA
372
Capital Advantage
California
$14.5M -$163K -1,539 -1%
MCWS
373
McKinley Carter Wealth Services
West Virginia
$14.4M -$112K -1,048 -0.8%
GS
374
GTS Securities
New York
$14.4M +$11.7M +109,819 +436%
GPA
375
Guidance Point Advisors
Massachusetts
$14.4M +$1.38M +12,872 +11%