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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 %
EFA
551
Evernest Financial Advisors
Indiana
$8.9M +$3.01M +29,113 +51%
CAC
552
Certified Advisory Corp
Florida
$8.9M +$87.2K +789 +1%
4FG
553
4Thought Financial Group
New York
$8.83M +$1.7M +15,337 +24%
NF
554
Nikulski Financial
Iowa
$8.83M -$67.3K -609 -0.8%
OHWP
555
Oak Harbor Wealth Partners
North Carolina
$8.79M +$441K +3,994 +5%
KFP
556
KMG Fiduciary Partners
Ohio
$8.77M +$950K +8,593 +12%
LPT
557
Legacy Private Trust
Wisconsin
$8.72M -$67.9K -614 -0.8%
Neuberger Berman Group
558
Neuberger Berman Group
New York
$8.72M +$1.87M +16,928 +27%
CFO
559
CVA Family Office
Colorado
$8.65M +$25.5K +231 +0.3%
TYCC
560
Texas Yale Capital Corp
Florida
$8.64M
PMAM
561
Picton Mahoney Asset Management
Ontario, Canada
$8.62M +$8.62M +77,990 New
SFA
562
Souders Financial Advisors
Ohio
$8.62M +$340K +3,080 +4%
RPC
563
Rossmore Private Capital
Connecticut
$8.6M +$37.1K +336 +0.4%
RVPG
564
Relative Value Partners Group
$8.59M -$9.26K -89 -0.1%
IA
565
IFG Advisory
Georgia
$8.57M +$1.47M +13,289 +21%
BFEC
566
Benjamin F. Edwards & Company
Missouri
$8.56M +$1.43M +12,976 +20%
MOS
567
MGO One Seven
Ohio
$8.54M +$5.43M +49,162 +175%
Public Sector Pension Investment Board (PSP Investments)
568
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$8.52M +$8.52M +77,109 New
HWM
569
HB Wealth Management
Georgia
$8.52M -$2.7M -24,438 -24%
JSL
570
JT Stratford LLC
Georgia
$8.35M +$338K +3,055 +4%
EIP
571
Ellis Investment Partners
Pennsylvania
$8.35M +$67.2K +608 +0.8%
KWM
572
Kingsview Wealth Management
Oregon
$8.3M +$727K +6,580 +10%
FTS
573
Fifth Third Securities
Ohio
$8.24M -$92.5K -837 -1%
LT
574
Legacy Trust
Michigan
$8.21M -$356K -3,220 -4%
CA
575
CoreCap Advisors
Michigan
$8.17M +$978K +8,853 +14%