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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 %
SFWA
351
Summit Financial Wealth Advisors
Louisiana
$17.7M +$591K +5,053 +3%
JSW
352
Journey Strategic Wealth
New Jersey
$17.6M +$451K +3,853 +3%
GIA
353
Gladstone Institutional Advisory
Florida
$17.6M +$752K +6,429 +4%
UBS AM
354
UBS AM
Illinois
$17.5M
PG
355
Proffitt & Goodson
Tennessee
$17.5M -$1.08M -9,232 -6%
BPA
356
Beacon Pointe Advisors
California
$17.5M -$1.09M -9,361 -6%
NC
357
NewSquare Capital
Pennsylvania
$17.5M +$5.91M +51,675 +51%
LP
358
LGL Partners
Pennsylvania
$17.5M +$29.9K +256 +0.2%
TFA
359
Transamerica Financial Advisors
Florida
$17.5M -$87.7K -750 -0.5%
FMWA
360
Forvis Mazars Wealth Advisors
Missouri
$17.5M -$2.23M -19,077 -11%
WH
361
Whitcomb & Hess
Ohio
$17.5M -$233K -1,989 -1%
TPCW
362
TD Private Client Wealth
New York
$17.4M -$498K -4,257 -3%
LSAG
363
Lake Street Advisors Group
New Hampshire
$17.4M -$2.53M -21,635 -13%
CCM
364
Cambridge Capital Management
Illinois
$17.4M +$1.23M +10,537 +8%
MWM
365
Marietta Wealth Management
Georgia
$17.4M +$532K +4,548 +3%
AWM
366
Apollon Wealth Management
South Carolina
$17.3M -$649K -5,551 -4%
HWA
367
Hilltop Wealth Advisors
North Carolina
$17.3M +$152K +1,297 +0.9%
Mackenzie Financial
368
Mackenzie Financial
Ontario, Canada
$17.1M +$1.63M +13,910 +10%
AAS
369
Ameritas Advisory Services
Nebraska
$17.1M -$509K -4,352 -3%
BA
370
Bristlecone Advisors
Washington
$17.1M +$499K +4,264 +3%
IWMWV
371
Ironwood Wealth Management (West Virginia)
West Virginia
$17M -$83.9K -725 -0.5%
TCOV
372
Trust Company of Vermont
Vermont
$16.8M +$286K +2,443 +2%
LFS
373
Legacy Financial Strategies
Kansas
$16.8M +$659K +5,636 +4%
FA
374
Flagstar Advisors
New York
$16.6M +$93K +795 +0.6%
Principal Financial Group
375
Principal Financial Group
Iowa
$16.6M -$231K -1,975 -1%