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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 %
Allspring Global Investments
376
Allspring Global Investments
North Carolina
$16.6M -$188K -1,606 -1%
HWM
377
HB Wealth Management
Georgia
$16.5M +$7.1M +60,698 +75%
XF
378
XML Financial
Maryland
$16.5M +$405K +3,459 +3%
RWP
379
RWA Wealth Partners
Massachusetts
$16.4M -$133K -1,134 -0.8%
CA
380
Cumberland Advisors
Florida
$16.4M -$649K -5,550 -4%
PP
381
Pegasus Partners
Wisconsin
$16.2M -$169K -1,441 -1%
DWM
382
Dakota Wealth Management
Florida
$16.2M -$210K -1,798 -1%
AF
383
Apexium Financial
Texas
$16.1M +$1.57M +13,452 +11%
GC
384
Grimes & Company
Massachusetts
$16.1M -$220K -1,884 -1%
Lido Advisors
385
Lido Advisors
California
$16M -$872K -7,453 -5%
GPA
386
Guidance Point Advisors
Massachusetts
$16M +$258K +2,210 +2%
CPIG
387
Chicago Partners Investment Group
Illinois
$16M +$236K +2,060 +1%
Manulife (Manufacturers Life Insurance)
388
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$15.9M -$703K -6,014 -4%
PMG
389
ProVise Management Group
Florida
$15.9M +$181K +1,544 +1%
MAM
390
Madison Asset Management
Wisconsin
$15.7M +$1.06M +9,048 +7%
CA
391
Capital Advantage
California
$15.7M -$333K -2,851 -2%
MM
392
Meridian Management
Arkansas
$15.6M +$921K +7,876 +6%
MSA
393
Mason Street Advisors
Wisconsin
$15.6M -$6.96M -59,500 -31%
HI
394
Human Investing
Oregon
$15.6M +$98.7K +844 +0.6%
HR
395
Hardy Reed
Mississippi
$15.5M
BSAM
396
Blue Square Asset Management
New York
$15.5M +$2.28M +19,452 +17%
FWM
397
FFT Wealth Management
Pennsylvania
$15.4M +$237K +2,024 +2%
TCM
398
Towercrest Capital Management
Pennsylvania
$15.4M -$295K -2,525 -2%
WFA
399
Wellspring Financial Advisors
Ohio
$15.4M +$312K +9,319 +2%
FWM
400
Fairhaven Wealth Management
Illinois
$15.3M -$226K -1,934 -1%