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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 %
KWM
576
Keebeck Wealth Management
Illinois
$7.67M -$81.2K -761 -1%
CNBTD
577
Citizens National Bank Trust Department
Mississippi
$7.66M +$48.9K +458 +0.6%
BIA
578
Bell Investment Advisors
California
$7.64M -$1.54M -14,409 -17%
BWS
579
Buck Wealth Strategies
Colorado
$7.64M +$7.64M +71,603 New
SCA
580
Southern Capital Advisors
Tennessee
$7.59M +$629K +5,896 +9%
MG
581
Mather Group
Illinois
$7.54M -$126K -1,143 -2%
PAS
582
Park Avenue Securities
New York
$7.52M +$1.73M +16,179 +30%
PFS
583
Prospera Financial Services
Texas
$7.48M +$135K +1,265 +2%
HAC
584
Harbor Advisory Corp
New Hampshire
$7.44M -$5.33K -50 -0.1%
RBC
585
Roble Belko & Company
Pennsylvania
$7.44M +$95.5K +895 +1%
TCM
586
Traynor Capital Management
Pennsylvania
$7.41M +$180K +1,689 +2%
RIA
587
Richwood Investment Advisors
Ohio
$7.39M +$29.2K +274 +0.4%
WPIC
588
White Pine Investment Company
Michigan
$7.36M +$136K +1,278 +2%
AIA
589
Arcadia Investment Advisors
Idaho
$7.34M +$461K +4,325 +7%
HBT
590
Hills Bank & Trust
Iowa
$7.27M -$330K -3,097 -4%
PA
591
Parallel Advisors
California
$7.24M -$121K -1,131 -2%
MF
592
Meridian Financial
Massachusetts
$7.24M +$103K +968 +1%
SDWMA
593
Schneider Downs Wealth Management Advisors
Pennsylvania
$7.23M +$54.3K +509 +0.8%
HR
594
Howe & Rusling
New York
$7.23M +$311K +2,915 +4%
PFGIA
595
Patriot Financial Group Insurance Agency
Massachusetts
$7.22M +$309K +2,901 +4%
RPC
596
Rossmore Private Capital
Connecticut
$7.21M -$1.09M -10,222 -13%
EWA
597
Etesian Wealth Advisors
Oregon
$7.19M -$104K -979 -1%
EFS
598
Econ Financial Services
Pennsylvania
$7.18M +$600K +5,622 +9%
CA
599
Crewe Advisors
Utah
$7.15M +$1.56M +14,641 +28%
VWM
600
VCI Wealth Management
Missouri
$7.14M +$2.14M +20,097 +43%