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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 %
KP
576
Keel Point
Alabama
$8.7M +$2.07M +17,672 +31%
LT
577
Legacy Trust
Michigan
$8.65M -$36.3K -310 -0.4%
TWA
578
Tandem Wealth Advisors
Arizona
$8.63M -$29K -248 -0.3%
PVAMC
579
PPS&V Asset Management Consultants
Michigan
$8.59M +$111K +949 +1%
RPC
580
Rossmore Private Capital
Connecticut
$8.53M +$627K +5,362 +8%
CFO
581
CVA Family Office
Colorado
$8.48M -$57.7K -493 -0.7%
RBC
582
Roble Belko & Company
Pennsylvania
$8.46M +$305K +2,607 +4%
AWM
583
Avior Wealth Management
Nebraska
$8.46M -$1.68M -14,339 -17%
PA
584
Parallel Advisors
California
$8.44M +$502K +4,290 +6%
EA
585
Enclave Advisors
Texas
$8.44M +$8.44M +72,152 New
KWM
586
Keebeck Wealth Management
Illinois
$8.41M -$4.21K -36 -0.1%
PFG
587
Pacific Financial Group
Washington
$8.34M -$961K -8,217 -10%
CNBTD
588
Citizens National Bank Trust Department
Mississippi
$8.33M -$68.8K -588 -0.8%
AIMC
589
Alley Investment Management Company
Illinois
$8.3M +$1.56M +13,334 +23%
CIAS
590
Capital Investment Advisory Services
North Carolina
$8.27M +$487K +4,167 +6%
MWM
591
Magnolia Wealth Management
Alabama
$8.24M -$246K -2,105 -3%
AIA
592
Arcadia Investment Advisors
Idaho
$8.22M +$174K +1,485 +2%
PFM
593
Phillips Financial Management
Indiana
$8.2M -$1.2M -10,282 -13%
FMI
594
F/M Investments
District of Columbia
$8.19M -$1.32M -11,280 -14%
SDWMA
595
Schneider Downs Wealth Management Advisors
Pennsylvania
$8.17M +$242K +2,068 +3%
CCM
596
Canal Capital Management
Virginia
$8.17M -$6.63M -56,726 -45%
PFGIA
597
Patriot Financial Group Insurance Agency
Massachusetts
$8.14M +$231K +1,971 +3%
HAC
598
Harbor Advisory Corp
New Hampshire
$8.14M -$18.5K -158 -0.2%
WPIC
599
White Pine Investment Company
Michigan
$8.07M +$3.16K +27 +0%
PWM
600
Partnership Wealth Management
Maryland
$8.05M +$4.61M +39,399 +134%