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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 %
TC
551
Trilogy Capital
California
$8.25M +$482K +4,515 +6%
CNB
552
Camden National Bank
Maine
$8.25M +$700K +6,567 +9%
SWA
553
Stratos Wealth Advisors
Ohio
$8.24M -$6.93M -64,997 -46%
CSIC
554
Clifford Swan Investment Counsel
California
$8.24M +$482K +4,519 +6%
MPCG
555
Matrix Private Capital Group
New York
$8.22M +$638K +5,980 +8%
KWM
556
Kingsview Wealth Management
Oregon
$8.2M +$191K +1,791 +2%
AI
557
Atria Investments
North Carolina
$8.2M -$1.35M -12,698 -14%
CPW
558
Crestmont Private Wealth
Texas
$8.07M -$548K -5,134 -6%
JSL
559
JT Stratford LLC
Georgia
$8.04M -$20.1K -188 -0.2%
NYLIM
560
New York Life Investment Management
New York
$8.04M -$2.73M -25,635 -25%
FW
561
Fairway Wealth
Ohio
$7.94M +$1.32M +12,385 +20%
Susquehanna International Group
562
Susquehanna International Group
Pennsylvania
$7.93M +$3.05M +28,587 +63%
LT
563
Legacy Trust
Michigan
$7.92M
TWA
564
Tandem Wealth Advisors
Arizona
$7.9M +$180K +1,687 +2%
BRM
565
Boston Research & Management
Massachusetts
$7.89M +$113K +1,061 +1%
AWM
566
AAF Wealth Management
Massachusetts
$7.88M +$905K +8,482 +13%
IA
567
IFP Advisors
Florida
$7.86M +$1.57M +14,693 +25%
EWM
568
Empirical Wealth Management
Washington
$7.84M +$872K +8,178 +13%
PFA
569
Pathway Financial Advisors
Vermont
$7.84M +$432K +4,052 +6%
SFG
570
Somnio Financial Group
Connecticut
$7.83M +$7.83M +73,454 New
CFO
571
CVA Family Office
Colorado
$7.79M -$555K -5,203 -7%
MWM
572
Magnolia Wealth Management
Alabama
$7.74M -$6.39M -59,903 -45%
PVAMC
573
PPS&V Asset Management Consultants
Michigan
$7.73M +$19.3K +181 +0.3%
RA
574
RFG Advisory
Alabama
$7.7M +$1.33M +12,488 +21%
PGF
575
Plan Group Financial
Oklahoma
$7.69M +$1.26M +11,788 +20%