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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 %
CCM
526
Condor Capital Management
New Jersey
$9.74M +$510K +4,612 +6%
DCM
527
Dimension Capital Management
Florida
$9.71M +$1.49M +13,479 +18%
SFC
528
Sprinkle Financial Consultants
Colorado
$9.65M +$25.8K +233 +0.3%
HBCM
529
Heron Bay Capital Management
Michigan
$9.6M +$281K +2,540 +3%
FA
530
Fiduciary Alliance
South Carolina
$9.59M +$865K +7,906 +10%
TDWM
531
Topel & Distasi Wealth Management
California
$9.59M +$189K +1,708 +2%
BWFA
532
Baltimore-Washington Financial Advisors
Maryland
$9.58M -$182K -1,651 -2%
GVAG
533
Great Valley Advisor Group
Delaware
$9.56M +$122K +1,108 +1%
HSBC Holdings
534
HSBC Holdings
United Kingdom
$9.54M +$1.08M +9,731 +13%
BIA
535
Bell Investment Advisors
California
$9.51M -$3.71M -33,574 -28%
RIM
536
Redwood Investment Management
Arizona
$9.4M -$1.99K -18 -0%
CWM
537
Cahill Wealth Management
Michigan
$9.39M +$164K +1,487 +2%
BBHC
538
Brown Brothers Harriman & Co
New York
$9.36M +$617K +5,587 +7%
SFS
539
Sowell Financial Services
Arkansas
$9.27M +$458K +4,144 +5%
PFG
540
Pacific Financial Group
Washington
$9.26M +$35.9K +325 +0.4%
Retirement Systems of Alabama
541
Retirement Systems of Alabama
Alabama
$9.23M
Mirae Asset Global Investments
542
Mirae Asset Global Investments
South Korea
$9.06M -$3.09M -28,000 -25%
HWM
543
HighMark Wealth Management
Minnesota
$9.05M -$85.9K -782 -0.9%
NW
544
NewEdge Wealth
Pennsylvania
$9.05M -$934K -8,783 -9%
SW
545
SkyOak Wealth
Michigan
$9.04M +$230K +2,078 +3%
ZCM
546
Ziegler Capital Management
Illinois
$8.99M
GA
547
GFS Advisors
Texas
$8.95M +$597K +5,398 +7%
GIA
548
GHP Investment Advisors
Colorado
$8.94M -$243K -2,200 -3%
CPW
549
Crestmont Private Wealth
Texas
$8.92M -$714K -6,460 -7%
FFG
550
Frisch Financial Group
New York
$8.92M +$284K +2,567 +3%