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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 %
MHS
376
M Holdings Securities
Oregon
$15.8M +$284K +2,567 +2%
AAS
377
Ameritas Advisory Services
Nebraska
$15.8M +$3.76M +34,779 +31%
Manulife (Manufacturers Life Insurance)
378
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$15.7M +$14K +127 +0.1%
SWA
379
Stratos Wealth Advisors
Ohio
$15.7M -$50.8K -460 -0.3%
AllianceBernstein
380
AllianceBernstein
Tennessee
$15.7M +$1.68M +15,225 +12%
Principal Financial Group
381
Principal Financial Group
Iowa
$15.7M +$1.65M +14,968 +12%
TCOV
382
Trust Company of Vermont
Vermont
$15.7M +$1.3M +11,724 +9%
SFWA
383
Summit Financial Wealth Advisors
Louisiana
$15.7M +$897K +8,114 +6%
GIA
384
Gladstone Institutional Advisory
Florida
$15.5M +$1.72M +15,531 +12%
KLI
385
Kelman-Lazarov Inc
Tennessee
$15.5M +$1.63M +14,759 +12%
BA
386
Bristlecone Advisors
Washington
$15.4M +$4.03M +36,508 +35%
IWMWV
387
Ironwood Wealth Management (West Virginia)
West Virginia
$15.4M +$35.4K +334 +0.2%
GC
388
Grimes & Company
Massachusetts
$15.3M +$34.3K +310 +0.2%
WIA
389
World Investment Advisors
California
$15.3M -$3.1M -24,039 -17%
TCM
390
Towercrest Capital Management
Pennsylvania
$15.2M -$340K -3,072 -2%
CA
391
Capital Advantage
California
$15.1M -$576K -5,268 -4%
EFG
392
Embree Financial Group
Illinois
$15.1M -$2.9M -26,240 -16%
MCWS
393
McKinley Carter Wealth Services
West Virginia
$15.1M -$26.9K -243 -0.2%
KPWG
394
KFA Private Wealth Group
Virginia
$15M +$376K +3,398 +3%
CCM
395
Cambridge Capital Management
Illinois
$14.9M +$642K +5,805 +5%
VCM
396
Verde Capital Management
Michigan
$14.8M +$759K +6,869 +5%
PMG
397
ProVise Management Group
Florida
$14.7M -$2.24M -20,253 -13%
HR
398
Hardy Reed
Mississippi
$14.6M -$239K -2,160 -2%
PS
399
Portfolio Strategies
New York
$14.6M +$14.6M +132,438 New
BCI
400
Brinker Capital Investments
Pennsylvania
$14.6M -$56.4M -510,061 -79%