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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 %
SF
651
SWP Financial
California
$6.75M +$453K +4,114 +7%
WGC
652
Watts Gwilliam & Co
Arizona
$6.72M +$6.72M +60,899 New
WSFS
653
Wilmington Savings Fund Society
Delaware
$6.7M +$6.7M +60,631 New
MFA
654
Mayflower Financial Advisors
Massachusetts
$6.68M -$336K -3,040 -5%
PGF
655
Plan Group Financial
Oklahoma
$6.67M +$952K +8,616 +17%
MWM
656
Mascoma Wealth Management
New Hampshire
$6.62M -$99.9K -904 -1%
SEI Investments
657
SEI Investments
Pennsylvania
$6.61M +$3.41M +30,847 +106%
RA
658
RFG Advisory
Alabama
$6.6M +$515K +4,657 +8%
MBT
659
Montecito Bank & Trust
California
$6.59M +$40.7K +368 +0.6%
CWG
660
Cornerstone Wealth Group
North Carolina
$6.58M +$6.58M +59,501 New
WDL
661
Well Done LLC
Michigan
$6.55M -$61.9K -560 -0.9%
IA
662
IFP Advisors
Florida
$6.52M +$1.74M +15,733 +36%
FNBOH
663
First National Bank of Hutchinson
Kansas
$6.48M -$305K -2,760 -4%
Empower Advisory Group
664
Empower Advisory Group
Colorado
$6.43M -$34.1M -308,255 -84%
EGWAG
665
Elwood & Goetz Wealth Advisory Group
Georgia
$6.41M -$148K -1,343 -2%
BCM
666
Boltwood Capital Management
California
$6.41M +$18.2K +165 +0.3%
IA
667
IFS Advisors
Kansas
$6.39M +$35.7K +323 +0.6%
AFG
668
Arkansas Financial Group
Arkansas
$6.35M +$89.2K +807 +1%
AIMC
669
Alley Investment Management Company
Illinois
$6.3M +$78.7K +712 +1%
RA
670
Resolute Advisors
California
$6.29M +$137K +1,243 +2%
CV
671
Counterweight Ventures
North Carolina
$6.28M +$1.9M +17,164 +43%
PPWP
672
Premier Path Wealth Partners
New Jersey
$6.28M +$1.01M +9,118 +19%
CA
673
Cambridge Associates
Massachusetts
$6.23M
EFL
674
ERn Financial LLC
Wisconsin
$6.19M -$22.1K -200 -0.4%
GC
675
Garde Capital
Washington
$6.18M -$588K -5,324 -9%