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iShares Core S&P Small-Cap ETF

2,289 hedge funds and large institutions have $54.9B invested in iShares Core S&P Small-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 1,038 increasing their positions, 873 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,289
Holders Change
-25
Holders Change %
-1.08%
% of All Funds
33.29%
Holding in Top 10
313
Holding in Top 10 Change
-30
Holding in Top 10 Change %
-8.75%
% of All Funds
4.55%
New
114
Increased
1,038
Reduced
873
Closed
102
Calls
$77.3M
Puts
$9.41M
Net Calls
+$67.9M
Net Calls Change
+$64.5M
Name Holding Trade Value Shares
Change
Shares
Change %
SFC
501
Sprinkle Financial Consultants
Colorado
$9.78M +$458K +4,297 +5%
PI
502
Pachira Investments
California
$9.76M -$63.5K -595 -0.6%
TIM
503
Tortoise Investment Management
New York
$9.76M -$93.2K -874 -0.9%
FTS
504
Fifth Third Securities
Ohio
$9.73M +$1.78M +16,646 +22%
CPSAC
505
Chas P. Smith & Associates (CPS)
Florida
$9.7M -$35.8M -335,789 -79%
GCIM
506
Gunn & Company Investment Management
Florida
$9.7M +$6.59M +61,756 +212%
GVAG
507
Great Valley Advisor Group
Delaware
$9.66M +$442K +4,143 +5%
CWA
508
Consilio Wealth Advisors
Washington
$9.65M -$178K -1,671 -2%
BWFA
509
Baltimore-Washington Financial Advisors
Maryland
$9.54M +$290K +2,719 +3%
CCM
510
Condor Capital Management
New Jersey
$9.48M +$81.1K +760 +0.9%
TDWM
511
Topel & Distasi Wealth Management
California
$9.34M +$90.9K +852 +1%
CWM
512
Cahill Wealth Management
Michigan
$9.33M +$262K +2,453 +3%
GA
513
GFS Advisors
Texas
$9.31M -$34.3B -80,975 -100%
HBCM
514
Heron Bay Capital Management
Michigan
$9.26M -$3.41K -32 -0%
AWM
515
Avior Wealth Management
Nebraska
$9.23M -$11.4M -107,417 -55%
Betterment LLC
516
Betterment LLC
New York
$9.21M +$7.28M +68,294 +379%
CPC
517
Consolidated Planning Corp
Georgia
$9.2M -$266K -2,492 -3%
SW
518
SkyOak Wealth
Michigan
$9.15M +$432K +4,050 +5%
BBHC
519
Brown Brothers Harriman & Co
New York
$9.13M +$95.7K +897 +1%
Mirae Asset Global Investments
520
Mirae Asset Global Investments
South Korea
$9.05M +$370K +3,500 +4%
HWM
521
HighMark Wealth Management
Minnesota
$9.04M +$251K +2,355 +3%
NW
522
NewEdge Wealth
Pennsylvania
$8.95M -$131K -1,232 -1%
BHBT
523
Burke & Herbert Bank & Trust
Virginia
$8.94M +$6.92M +64,925 +344%
4FG
524
4Thought Financial Group
New York
$8.91M +$390K +3,654 +5%
Retirement Systems of Alabama
525
Retirement Systems of Alabama
Alabama
$8.91M