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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 %
FNBOH
651
First National Bank of Hutchinson
Kansas
$6.18M -$68.8K -645 -1%
TSWM
652
Triangle Securities Wealth Management
North Carolina
$6.16M +$396K +3,717 +7%
AIMC
653
Alley Investment Management Company
Illinois
$6.14M +$64.8K +608 +1%
IA
654
IFS Advisors
Kansas
$6.12M -$51.4K -482 -0.8%
EGWAG
655
Elwood & Goetz Wealth Advisory Group
Georgia
$6.11M -$81.4K -763 -1%
BCM
656
Boltwood Capital Management
California
$6.09M -$93.9K -880 -2%
MBT
657
Montecito Bank & Trust
California
$6.08M -$278K -2,608 -4%
MOS
658
MGO One Seven
Ohio
$6.07M -$2.17M -20,388 -26%
MFA
659
Mayflower Financial Advisors
Massachusetts
$6.03M -$414K -3,886 -6%
CA
660
Cambridge Associates
Massachusetts
$6.01M
MA
661
Mutual Advisors
Nebraska
$5.99M +$579K +4,945 +11%
AWA
662
Arete Wealth Advisors
Illinois
$5.96M -$868K -8,151 -13%
NAM
663
NTV Asset Management
West Virginia
$5.92M +$246K +2,308 +4%
EFL
664
ERn Financial LLC
Wisconsin
$5.85M -$127K -1,189 -2%
CIC
665
Cutler Investment Counsel
Oregon
$5.75M +$231K +2,170 +4%
Barclays
666
Barclays
United Kingdom
$5.75M -$6.18M -57,916 -52%
BWM
667
Boyd Wealth Management
California
$5.74M +$222K +2,080 +4%
Empower Advisory Group
668
Empower Advisory Group
Colorado
$5.71M -$494K -4,629 -8%
SGI
669
Summit Global Investments
Utah
$5.71M -$48K -450 -0.8%
SCM
670
Stonehearth Capital Management
Massachusetts
$5.68M +$286K +2,681 +5%
BRWA
671
B. Riley Wealth Advisors
Florida
$5.68M -$287K -2,693 -5%
HCP
672
Holt Capital Partners
Texas
$5.64M -$7.42M -69,552 -57%
AMM
673
American Money Management
California
$5.61M -$67.6K -634 -1%
MPCA
674
Madison Park Capital Advisors
Washington
$5.58M +$750K +7,034 +16%
MC
675
Middleton & Co
Massachusetts
$5.55M -$30.9K -290 -0.6%