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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 %
HHWM
626
Hiley Hunt Wealth Management
Nebraska
$7.12M +$315K +2,847 +5%
TA
627
Tectonic Advisors
Texas
$7.12M +$44.2K +400 +0.6%
CWM
628
CCG Wealth Management
California
$7.11M -$15.5K -140 -0.2%
PCM
629
Penserra Capital Management
California
$7.11M +$7.11M +64,300 New
PL
630
Polianta Ltd
Jersey
$7.11M +$7.11M +64,300 New
QS
631
Quantitative Strategies
California
$7.1M -$11.6K -105 -0.2%
AWA
632
Arete Wealth Advisors
Illinois
$7.08M +$292K +2,644 +4%
JWCA
633
J.W. Cole Advisors
Florida
$7.02M -$831K -7,534 -11%
VNA
634
Valley National Advisers
Pennsylvania
$7.01M +$319K +2,886 +5%
DWT
635
Dorsey & Whitney Trust
South Dakota
$6.96M -$1.4M -12,689 -17%
KA
636
Kure Advisory
Minnesota
$6.93M -$2.19M -19,819 -24%
DC
637
Davenport & Co
Virginia
$6.92M +$213K +1,929 +3%
AIM
638
Allen Investment Management
New York
$6.92M -$442 -4 -0%
GWMIA
639
Global Wealth Management Investment Advisory
Florida
$6.91M +$79.5K +719 +1%
IWM
640
IHT Wealth Management
Illinois
$6.91M +$256K +2,314 +4%
MIC
641
Means Investment Company
Maine
$6.9M -$1.72M -15,592 -20%
FW
642
Fairway Wealth
Ohio
$6.86M +$347K +3,141 +5%
CIAS
643
Capital Investment Advisory Services
North Carolina
$6.86M +$31.3K +283 +0.5%
LC
644
Lindbrook Capital
California
$6.86M -$11.1K -100 -0.2%
BFS
645
Burkett Financial Services
South Carolina
$6.84M +$85.3K +772 +1%
CAG
646
Csenge Advisory Group
Florida
$6.84M -$1.85M -16,780 -21%
EFS
647
Econ Financial Services
Pennsylvania
$6.82M +$134K +1,208 +2%
HCM
648
Hudson Capital Management
New Jersey
$6.8M -$115K -1,040 -2%
FHA
649
Flagship Harbor Advisors
Massachusetts
$6.79M -$272K -2,461 -4%
MFG
650
Merit Financial Group
Georgia
$6.77M +$1.76M +16,403 +35%