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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 %
CFA
576
Cahill Financial Advisors
Minnesota
$8.12M +$488K +4,417 +6%
BRM
577
Boston Research & Management
Massachusetts
$8.06M -$47.6K -431 -0.6%
TC
578
Trilogy Capital
California
$8.05M +$562K +5,085 +8%
KWM
579
Keebeck Wealth Management
Illinois
$8.04M
CSIC
580
Clifford Swan Investment Counsel
California
$8.03M +$334K +3,020 +4%
PVAMC
581
PPS&V Asset Management Consultants
Michigan
$7.99M +$42.4K +384 +0.5%
TWA
582
Tandem Wealth Advisors
Arizona
$7.92M +$149K +1,366 +2%
CNBTD
583
Citizens National Bank Trust Department
Mississippi
$7.89M +$85.2K +771 +1%
CL
584
Choreo LLC
Illinois
$7.88M +$9.51K +86 +0.1%
HBT
585
Hills Bank & Trust
Iowa
$7.88M -$204K -1,845 -3%
SIM
586
Stratos Investment Management
Ohio
$7.88M +$625K +5,652 +9%
MPCG
587
Matrix Private Capital Group
New York
$7.85M +$667K +6,037 +9%
CNB
588
Camden National Bank
Maine
$7.82M +$29.7K +269 +0.4%
NPT
589
Nixon Peabody Trust
Massachusetts
$7.77M -$2.03M -18,376 -21%
HAC
590
Harbor Advisory Corp
New Hampshire
$7.71M +$10.6K +96 +0.1%
ECG
591
EPIQ Capital Group
California
$7.7M +$7.7M +69,642 New
HSA
592
HBK Sorce Advisory
Pennsylvania
$7.68M +$474K +4,286 +7%
PFA
593
Pathway Financial Advisors
Vermont
$7.68M +$292K +2,638 +4%
CBB
594
Citizens Business Bank
California
$7.67M -$278K -2,511 -3%
GBWM
595
Granite Bay Wealth Management
New Hampshire
$7.64M -$3.7M -33,442 -33%
RIA
596
Richwood Investment Advisors
Ohio
$7.63M -$214K -1,934 -3%
PA
597
Parallel Advisors
California
$7.63M +$223K +2,016 +3%
PFS
598
Prospera Financial Services
Texas
$7.61M -$2.46M -22,211 -24%
RBC
599
Roble Belko & Company
Pennsylvania
$7.61M +$1.42M +12,814 +23%
TPWA
600
TRUE Private Wealth Advisors
Oregon
$7.6M +$1.05M +9,517 +16%