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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 %
CCM
526
Condor Capital Management
New Jersey
$10.5M +$152K +1,302 +1%
HBCM
527
Heron Bay Capital Management
Michigan
$10.5M +$383K +3,272 +4%
LRWA
528
Long Run Wealth Advisors
New York
$10.5M -$571K -4,883 -5%
CWA
529
Consilio Wealth Advisors
Washington
$10.5M -$89.5K -765 -0.8%
FTS
530
Fifth Third Securities
Ohio
$10.5M -$211K -1,807 -2%
BWFA
531
Baltimore-Washington Financial Advisors
Maryland
$10.4M -$42.2K -361 -0.4%
TDWM
532
Topel & Distasi Wealth Management
California
$10.4M +$152K +1,301 +1%
EWM
533
Empirical Wealth Management
Washington
$10.2M +$1.64M +14,049 +19%
CPSAC
534
Chas P. Smith & Associates (CPS)
Florida
$10.2M -$443K -3,786 -4%
PCMC
535
Private Capital Management (Colorado)
Colorado
$10M -$1.3M -11,157 -11%
NL
536
NWAM LLC
Washington
$10M +$10M +85,509 New
HWM
537
HighMark Wealth Management
Minnesota
$9.93M +$16.5K +141 +0.2%
FW
538
Fairway Wealth
Ohio
$9.91M +$1.2M +10,269 +14%
KV
539
Kickstand Ventures
New York
$9.88M -$2.96M -25,267 -23%
IA
540
IFG Advisory
Georgia
$9.84M +$163K +1,390 +2%
Neuberger Berman Group
541
Neuberger Berman Group
New York
$9.82M +$441K +3,774 +5%
BHBT
542
Burke & Herbert Bank & Trust
Virginia
$9.78M -$16.5K -141 -0.2%
Retirement Systems of Alabama
543
Retirement Systems of Alabama
Alabama
$9.77M
BFA
544
Bright Financial Advisors
Michigan
$9.75M +$194K +1,657 +2%
CA
545
Crewe Advisors
Utah
$9.67M +$1.83M +15,627 +23%
TYCC
546
Texas Yale Capital Corp
Florida
$9.65M +$477K +4,080 +5%
FFG
547
Frisch Financial Group
New York
$9.65M +$28.1K +240 +0.3%
BEI
548
Benjamin Edwards Inc
Missouri
$9.6M +$9.52M +81,376 +12,735%
HSBC Holdings
549
HSBC Holdings
United Kingdom
$9.59M -$10.1M -86,375 -51%
SW
550
SkyOak Wealth
Michigan
$9.59M -$451K -3,856 -4%