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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 %
PGF
601
Plan Group Financial
Oklahoma
$8.03M -$406K -3,472 -5%
SFP
602
Strategic Financial Partners
Oregon
$8.03M -$2.8M -23,898 -26%
SSA
603
Schonfeld Strategic Advisors
New York
$8.01M -$4.16M -35,608 -34%
BWS
604
Buck Wealth Strategies
Colorado
$8.01M -$370K -3,161 -4%
RIA
605
Richwood Investment Advisors
Ohio
$8M -$105K -895 -1%
WGC
606
Watts Gwilliam & Co
Arizona
$7.99M +$7.99M +69,766 New
MF
607
Meridian Financial
Massachusetts
$7.95M +$17.2K +147 +0.2%
TA
608
Tectonic Advisors
Texas
$7.94M +$381K +3,257 +5%
BIA
609
Bell Investment Advisors
California
$7.93M -$444K -3,799 -5%
SIA
610
Soltis Investment Advisors
Utah
$7.92M +$191K +1,636 +2%
RFG
611
RFP Financial Group
Georgia
$7.91M +$4.04M +34,555 +104%
HR
612
Howe & Rusling
New York
$7.9M -$31.1K -266 -0.4%
JFG
613
Jefferies Financial Group
New York
$7.88M +$2.72M +23,280 +53%
OFS
614
Orrstown Financial Services
Pennsylvania
$7.87M +$7.87M +67,301 New
OWM
615
Olympus Wealth Management
Utah
$7.85M +$7.85M +125,911 New
CWM
616
CCG Wealth Management
California
$7.83M +$307K +2,624 +4%
MNBTD
617
Moody National Bank Trust Division
Texas
$7.82M
BFS
618
Burkett Financial Services
South Carolina
$7.79M +$279K +2,387 +4%
KA
619
Kure Advisory
Minnesota
$7.78M +$115K +986 +2%
PFM
620
Peak Financial Management
Massachusetts
$7.76M +$108K +923 +1%
GWMIA
621
Global Wealth Management Investment Advisory
Florida
$7.72M +$207K +1,773 +3%
IAN
622
Integrated Advisors Network
Texas
$7.68M +$47.4K +405 +0.6%
FHB
623
First Hawaiian Bank
Hawaii
$7.67M -$1.68M -14,353 -18%
ABC
624
Associated Banc-Corp
Wisconsin
$7.66M +$54.2K +463 +0.7%
DC
625
Davenport & Co
Virginia
$7.65M +$333K +2,849 +5%