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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 %
EWA
601
Etesian Wealth Advisors
Oregon
$7.56M -$79.8K -722 -1%
FAIM
602
Financial Advocates Investment Management
Washington
$7.56M +$395K +3,650 +6%
MG
603
Mather Group
Illinois
$7.51M -$165K -1,526 -2%
BFO
604
Boston Family Office
Massachusetts
$7.5M -$46K -416 -0.6%
TCM
605
Traynor Capital Management
Pennsylvania
$7.49M +$265K +2,402 +4%
WPIC
606
White Pine Investment Company
Michigan
$7.49M +$103K +930 +1%
SDWMA
607
Schneider Downs Wealth Management Advisors
Pennsylvania
$7.44M +$134K +1,211 +2%
BSW
608
Buckingham Strategic Wealth
Missouri
$7.4M +$290K +2,620 +4%
MF
609
Meridian Financial
Massachusetts
$7.39M +$39.8K +360 +0.5%
MNBTD
610
Moody National Bank Trust Division
Texas
$7.39M +$573K +5,188 +8%
NCM
611
Noesis Capital Mangement
Florida
$7.26M -$470K -4,255 -6%
CJFS
612
Coulter & Justus Financial Services
Tennessee
$7.26M +$7.26M +65,684 New
NAM
613
NorthCrest Asset Manangement
Minnesota
$7.24M +$182K +1,649 +3%
ABC
614
Associated Banc-Corp
Wisconsin
$7.24M +$287K +2,596 +4%
SIA
615
Soltis Investment Advisors
Utah
$7.24M +$20.3K +184 +0.3%
AWM
616
AAF Wealth Management
Massachusetts
$7.23M +$264K +2,390 +4%
EWM
617
Empirical Wealth Management
Washington
$7.22M +$544K +4,923 +8%
SCA
618
Southern Capital Advisors
Tennessee
$7.22M +$344K +3,115 +5%
PFM
619
Peak Financial Management
Massachusetts
$7.2M +$141K +1,275 +2%
IAN
620
Integrated Advisors Network
Texas
$7.19M -$4.47M -40,467 -38%
SFG
621
Summit Financial Group
West Virginia
$7.19M -$221K -2,000 -3%
HR
622
Howe & Rusling
New York
$7.17M +$175K +1,584 +3%
PFGIA
623
Patriot Financial Group Insurance Agency
Massachusetts
$7.16M +$17.4K +157 +0.2%
CWA
624
Canvas Wealth Advisors
Kansas
$7.14M +$1.96M +19,213 +38%
AIA
625
Arcadia Investment Advisors
Idaho
$7.13M -$20K -181 -0.3%