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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 %
FCA
451
FinTrust Capital Advisors
South Carolina
$13.2M -$28.1K -240 -0.2%
SBH
452
Segall Bryant & Hamill
Illinois
$13.1M +$13.1M +112,059 New
FA
453
Fiduciary Alliance
South Carolina
$13M +$1.57M +13,398 +14%
ML
454
McAdam LLC
Pennsylvania
$13M +$12.7M +108,668 +4,967%
DCM
455
Dimension Capital Management
Florida
$12.9M +$1.35M +11,552 +12%
TCM
456
Traynor Capital Management
Pennsylvania
$12.9M +$4.82M +41,225 +59%
NFG
457
Nations Financial Group
Iowa
$12.9M -$394K -3,365 -3%
SL
458
Salomon & Ludwin
Virginia
$12.9M -$895K -7,646 -6%
DWA
459
Divergent Wealth Advisors
Utah
$12.9M +$133K +1,139 +1%
CIM
460
CIM Investment Management
Pennsylvania
$12.8M -$67.3K -575 -0.5%
KFP
461
Keener Financial Planning
Texas
$12.8M -$963K -8,235 -7%
CSPIA
462
Cary Street Partners Investment Advisory
Virginia
$12.8M +$226K +1,931 +2%
SWA
463
Sax Wealth Advisors
New Jersey
$12.8M -$726K -6,210 -5%
CIAS
464
CFS Investment Advisory Services
New Jersey
$12.8M +$440K +3,766 +4%
IF
465
Ironwood Financial
Arizona
$12.8M +$839K +7,172 +7%
CFFNO
466
Common Fund For Nonprofit Organizations
Connecticut
$12.8M +$12.8M +109,111 New
PAM
467
Peninsula Asset Management
Florida
$12.7M +$84.8K +725 +0.7%
FAIM
468
Financial Advocates Investment Management
Washington
$12.6M +$2.12M +16,795 +20%
CAG
469
Crestwood Advisors Group
Massachusetts
$12.6M +$135K +1,155 +1%
CFGS
470
Concourse Financial Group Securities
Alabama
$12.5M -$641K -5,478 -5%
IWMA
471
Ironwood Wealth Management (Arizona)
Arizona
$12.5M +$584K +4,992 +5%
FG
472
Fiduciary Group
Georgia
$12.5M +$308K +2,631 +3%
ECM
473
Evergreen Capital Management
Washington
$12.4M -$302K -2,580 -2%
IWS
474
Insight Wealth Strategies
California
$12.4M +$145K +1,237 +1%
EWM
475
Evermay Wealth Management
Virginia
$12.4M -$400K -3,416 -3%