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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 %
OIS
501
Okabena Investment Services
Minnesota
$11.4M -$3.82M -32,657 -25%
AWM
502
AE Wealth Management
Kansas
$11.4M -$416K -3,558 -4%
GLA
503
Good Life Advisors
Pennsylvania
$11.4M +$6.29M +53,817 +123%
QS
504
Quantitative Strategies
California
$11.4M +$3.63M +30,994 +47%
BFWA
505
Benchmark Financial Wealth Advisors
Florida
$11.4M -$101K -861 -0.9%
HI
506
Harbour Investments
Wisconsin
$11.3M +$193K +1,650 +2%
EFA
507
Evernest Financial Advisors
Indiana
$11.3M +$540K +4,620 +5%
MBI
508
May Barnhard Investments
Maryland
$11.2M +$55K +470 +0.5%
CG
509
CFO4Life Group
Texas
$11.2M +$87K +744 +0.8%
PSCM
510
Per Stirling Capital Management
Texas
$11.1M -$195K -1,664 -2%
TIM
511
Tortoise Investment Management
New York
$11.1M +$395K +3,381 +4%
PPW
512
PACK Private Wealth
Minnesota
$11.1M +$185K +1,580 +2%
TA
513
Townsend & Associates
Colorado
$11.1M -$164K -1,432 -1%
AFS
514
Aft Forsyth & Sober
Florida
$11M -$60.8K -520 -0.5%
TWP
515
TFO Wealth Partners
Ohio
$11M +$47.7K +408 +0.4%
PFA
516
Pettinga Financial Advisors
Indiana
$10.9M -$52.4K -448 -0.5%
SFC
517
Sprinkle Financial Consultants
Colorado
$10.8M +$113K +962 +1%
STA
518
Summit Trail Advisors
New York
$10.8M +$3.39K +29 +0%
GVAG
519
Great Valley Advisor Group
Delaware
$10.8M +$223K +1,908 +2%
CWM
520
Cahill Wealth Management
Michigan
$10.7M +$513K +4,388 +5%
SDAM
521
Shulman DeMeo Asset Management
New York
$10.7M -$55.4K -474 -0.5%
MOS
522
MGO One Seven
Ohio
$10.6M +$3.99M +34,086 +60%
PI
523
Pachira Investments
California
$10.6M -$78.8K -674 -0.7%
CIC
524
Cutler Investment Counsel
Oregon
$10.6M +$4.3M +36,728 +68%
CA
525
CoreCap Advisors
Michigan
$10.6M +$10.6M +90,444 New