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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 %
SFP
501
Strategic Financial Partners
Oregon
$10.7M -$1.6M -14,497 -13%
LGWM
502
Litman Gregory Wealth Management
California
$10.7M +$1.06M +9,635 +11%
BSAM
503
Blue Square Asset Management
New York
$10.6M +$1.85M +16,710 +21%
BOH
504
Bank of Hawaii
Hawaii
$10.6M -$447K -4,045 -4%
FWA
505
FSM Wealth Advisors
Ohio
$10.6M +$1.76M +15,894 +20%
STA
506
Summit Trail Advisors
New York
$10.5M +$15.3K +138 +0.1%
AFS
507
Aft Forsyth & Sober
Florida
$10.5M -$5.05M -45,650 -32%
OPPS
508
Obsidian Personal Planning Solutions
Maryland
$10.5M +$1.97M +18,836 +23%
CG
509
CFO4Life Group
Texas
$10.5M +$589K +5,333 +6%
LRWA
510
Long Run Wealth Advisors
New York
$10.5M +$300K +2,713 +3%
NC
511
NewSquare Capital
Pennsylvania
$10.4M +$64.9K +608 +0.6%
CC
512
Courier Capital
New York
$10.4M +$113K +1,021 +1%
PFA
513
Pettinga Financial Advisors
Indiana
$10.4M -$650K -5,882 -6%
SDAM
514
Shulman DeMeo Asset Management
New York
$10.4M -$128K -1,157 -1%
TA
515
Townsend & Associates
Colorado
$10.3M +$171K +1,611 +2%
TWP
516
TFO Wealth Partners
Ohio
$10.3M -$8.73K -79 -0.1%
TIM
517
Tortoise Investment Management
New York
$10.2M +$560K +5,066 +6%
CWA
518
Consilio Wealth Advisors
Washington
$10.2M -$103K -935 -1%
PI
519
Pachira Investments
California
$10.2M -$886K -8,018 -8%
PPW
520
PACK Private Wealth
Minnesota
$10.1M +$341K +3,088 +3%
PFM
521
Phillips Financial Management
Indiana
$10.1M -$1.35M -12,207 -12%
OIS
522
Okabena Investment Services
Minnesota
$9.98M +$1.83M +16,586 +23%
AI
523
Atria Investments
North Carolina
$9.9M -$1.86M -16,833 -16%
CPC
524
Consolidated Planning Corp
Georgia
$9.81M -$582K -5,270 -6%
PBF
525
Petix & Botte Financial
California
$9.8M +$9.49M +85,826 +3,052%