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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 %
FAIM
526
Financial Advocates Investment Management
Washington
$8.85M +$1.4M +13,129 +19%
IA
527
IFG Advisory
Georgia
$8.82M +$555K +5,203 +7%
FFG
528
Frisch Financial Group
New York
$8.78M +$164K +1,534 +2%
AIMCA
529
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$8.75M -$34.5M -323,724 -80%
BFA
530
Bright Financial Advisors
Michigan
$8.72M +$8.72M +81,734 New
CWA
531
Canvas Wealth Advisors
Kansas
$8.7M +$473K +4,024 +6%
FMI
532
F/M Investments
District of Columbia
$8.67M +$8.67M +81,317 New
OHWP
533
Oak Harbor Wealth Partners
North Carolina
$8.65M +$170K +1,593 +2%
SFA
534
Souders Financial Advisors
Ohio
$8.62M +$308K +2,887 +4%
GIA
535
GHP Investment Advisors
Colorado
$8.61M -$18.9K -177 -0.2%
HWM
536
HB Wealth Management
Georgia
$8.58M +$360K +3,374 +4%
PFM
537
Phillips Financial Management
Indiana
$8.57M -$1.17M -10,960 -12%
CAC
538
Certified Advisory Corp
Florida
$8.56M -$27K -253 -0.3%
Neuberger Berman Group
539
Neuberger Berman Group
New York
$8.55M +$142K +1,333 +2%
SFS
540
Sowell Financial Services
Arkansas
$8.54M -$405K -3,797 -5%
FHB
541
First Hawaiian Bank
Hawaii
$8.53M -$9.6M -90,026 -53%
RIM
542
Redwood Investment Management
Arizona
$8.5M -$565K -5,295 -6%
PFG
543
Pacific Financial Group
Washington
$8.48M -$457K -4,289 -5%
NF
544
Nikulski Financial
Iowa
$8.47M -$57.1K -535 -0.7%
CTC
545
Central Trust Company
Missouri
$8.44M -$1.99M -18,698 -19%
KFP
546
KMG Fiduciary Partners
Ohio
$8.41M -$53.9K -505 -0.6%
EIP
547
Ellis Investment Partners
Pennsylvania
$8.39M +$332K +3,116 +4%
TYCC
548
Texas Yale Capital Corp
Florida
$8.37M +$31.9K +299 +0.4%
BFEC
549
Benjamin F. Edwards & Company
Missouri
$8.34M +$71.4K +669 +0.9%
LPT
550
Legacy Private Trust
Wisconsin
$8.28M -$133K -1,248 -2%