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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 %
NRI
426
NFP Retirement Inc
California
$13.9M +$10.6K +91 +0.1%
OAM
427
Oppenheimer Asset Management
New York
$13.9M -$14.4M -123,069 -51%
HFRG
428
Houlihan Financial Resource Group
Virginia
$13.8M +$13.8M +118,136 New
OPPS
429
Obsidian Personal Planning Solutions
Maryland
$13.8M +$1.3M +11,382 +10%
CAI
430
Capital Advisors Inc
Oklahoma
$13.8M +$498K +4,260 +4%
FWA
431
FSM Wealth Advisors
Ohio
$13.8M +$1.5M +12,862 +12%
SAMT
432
Select Asset Management & Trust
Pennsylvania
$13.7M -$447K -3,826 -3%
NCM
433
Neumann Capital Management
California
$13.7M -$395K -3,376 -3%
CA
434
Centerpoint Advisors
Massachusetts
$13.7M +$117K +997 +0.9%
CB
435
Community Bank
New York
$13.6M -$6.67K -57 -0%
MM
436
Main Management
California
$13.6M -$11.8M -100,978 -46%
NPF
437
Norris Perne & French
Michigan
$13.6M +$219K +1,876 +2%
VBFG
438
Vishria Bird Financial Group
Tennessee
$13.6M -$4.68K -40 -0%
Mirae Asset Global Investments
439
Mirae Asset Global Investments
South Korea
$13.6M +$3.61M +31,000 +36%
MFC
440
Morris Financial Concepts
South Carolina
$13.6M +$581K +4,968 +4%
RIA
441
Regal Investment Advisors
Michigan
$13.5M -$485K -4,144 -3%
MCC
442
Money Concepts Capital
Florida
$13.5M -$21.3K -182 -0.2%
IAG
443
Investment Advisory Group
Massachusetts
$13.5M +$664K +5,674 +5%
JFA
444
JNBA Financial Advisors
Minnesota
$13.5M -$265K -2,269 -2%
HH
445
HWG Holdings
Texas
$13.5M +$13.4M +114,829 +29,748%
RWPA
446
Richard W. Paul & Associates
Michigan
$13.5M +$703K +6,007 +6%
AA
447
Ancora Advisors
Ohio
$13.5M +$1.33M +11,332 +11%
FBT
448
First Bank & Trust
South Dakota
$13.4M +$24.6K +210 +0.2%
JWBC
449
John W. Brooker & Co
California
$13.4M +$283K +2,416 +2%
OFG
450
Omega Financial Group
California
$13.4M +$977K +8,353 +8%