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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 %
KPWS
451
Kestra Private Wealth Services
Texas
$12.5M -$3.92M -35,483 -24%
FCBT
452
First Citizens Bank & Trust
North Carolina
$12.4M +$3.56M +32,254 +40%
FBT
453
First Bank & Trust
South Dakota
$12.4M +$404K +3,651 +3%
Barclays
454
Barclays
United Kingdom
$12.4M +$34.3K +310 +0.3%
MWM
455
MTC Wealth Management
Florida
$12.3M -$716K -6,477 -5%
NPF
456
Norris Perne & French
Michigan
$12.3M +$437K +3,955 +4%
CAG
457
Crestwood Advisors Group
Massachusetts
$12.3M -$20.1K -182 -0.2%
CIM
458
CIM Investment Management
Pennsylvania
$12.2M -$10.3K -93 -0.1%
KFP
459
Keener Financial Planning
Texas
$12.1M +$1.19M +10,800 +11%
EWM
460
Evermay Wealth Management
Virginia
$12.1M -$248K -2,247 -2%
ECM
461
Evergreen Capital Management
Washington
$12M +$487K +4,410 +4%
FA
462
Fiducient Advisors
Illinois
$12M +$9.04M +81,771 +305%
DWA
463
Divergent Wealth Advisors
Utah
$11.9M -$1.91M -17,257 -14%
CSPIA
464
Cary Street Partners Investment Advisory
Virginia
$11.9M -$78.9K -714 -0.7%
PAM
465
Peninsula Asset Management
Florida
$11.9M +$180K +1,630 +2%
GCA
466
Greenwood Capital Associates
South Carolina
$11.8M +$614K +5,554 +5%
MCC
467
Money Concepts Capital
Florida
$11.8M +$774K +7,001 +7%
LLWM
468
Life Line Wealth Management
California
$11.6M +$11.6M +105,326 New
IWMA
469
Ironwood Wealth Management (Arizona)
Arizona
$11.6M +$217K +1,961 +2%
PHAM
470
Palisades Hudson Asset Management
Florida
$11.6M -$9.95K -90 -0.1%
BFWA
471
Benchmark Financial Wealth Advisors
Florida
$11.6M -$721K -6,524 -6%
C
472
Certuity
Florida
$11.6M -$300K -2,717 -3%
GSIS
473
Global Strategic Investment Solutions
Arizona
$11.6M +$8.18K +74 +0.1%
ISB
474
Iowa State Bank
Iowa
$11.5M +$479K +4,332 +4%
IAG
475
Investment Advisory Group
Massachusetts
$11.5M +$469K +4,246 +4%