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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 %
MFG
626
Merit Financial Group
Georgia
$6.76M +$11.2K +105 +0.2%
DWT
627
Dorsey & Whitney Trust
South Dakota
$6.73M +$5.44K +51 +0.1%
NCM
628
Noesis Capital Mangement
Florida
$6.68M -$328K -3,072 -5%
DC
629
Davenport & Co
Virginia
$6.68M -$5.97K -56 -0.1%
AIM
630
Allen Investment Management
New York
$6.68M
KOMWMG
631
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$6.66M +$789K +7,399 +13%
MA
632
Montag & Associates
Georgia
$6.66M -$17.2M -161,262 -72%
CV
633
Counterweight Ventures
North Carolina
$6.66M +$594K +5,572 +10%
HCM
634
Hudson Capital Management
New Jersey
$6.64M +$76.8K +720 +1%
BFO
635
Boston Family Office
Massachusetts
$6.62M -$618K -5,793 -9%
HHWM
636
Hiley Hunt Wealth Management
Nebraska
$6.61M -$260K -2,436 -4%
LC
637
Lindbrook Capital
California
$6.61M -$9.39K -88 -0.1%
TPWA
638
TRUE Private Wealth Advisors
Oregon
$6.55M -$786K -7,370 -11%
MWM
639
Mascoma Wealth Management
New Hampshire
$6.53M +$141K +1,319 +2%
WSFS
640
Wilmington Savings Fund Society
Delaware
$6.5M +$35.3K +331 +0.5%
CWG
641
Cornerstone Wealth Group
North Carolina
$6.43M +$84.8K +795 +1%
ACB
642
Aristotle Capital Boston
Massachusetts
$6.42M -$4.18M -39,158 -39%
PPWP
643
Premier Path Wealth Partners
New Jersey
$6.36M +$298K +2,796 +5%
AWA
644
Arkadios Wealth Advisors
Georgia
$6.34M +$4.5M +42,187 +244%
RA
645
Resolute Advisors
California
$6.3M +$225K +2,107 +4%
KP
646
Keel Point
Alabama
$6.27M +$4.97M +44,945 +382%
AFG
647
Arkansas Financial Group
Arkansas
$6.27M +$145K +1,362 +2%
JWCA
648
J.W. Cole Advisors
Florida
$6.22M -$570K -5,344 -8%
MWM
649
MTC Wealth Management
Florida
$6.22M -$5.68M -53,247 -48%
CI
650
CX Institutional
Indiana
$6.2M +$1.54M +14,403 +33%