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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 %
MG
651
Mather Group
Illinois
$7.12M -$862K -7,370 -11%
CWG
652
Cornerstone Wealth Group
North Carolina
$7.1M +$46.8K +400 +0.7%
SWA
653
Stratos Wealth Advisors
Ohio
$7.09M -$1.94M -16,599 -21%
AFG
654
Arkansas Financial Group
Arkansas
$7.02M +$140K +1,193 +2%
AMM
655
American Money Management
California
$7.01M +$851K +7,279 +14%
CFO
656
Callan Family Office
Pennsylvania
$6.94M +$1.53M +13,114 +28%
TSWM
657
Triangle Securities Wealth Management
North Carolina
$6.92M +$167K +1,425 +2%
MWM
658
Mascoma Wealth Management
New Hampshire
$6.89M -$266K -2,278 -4%
BRWA
659
B. Riley Wealth Advisors
Florida
$6.86M +$706K +6,114 +11%
PPWM
660
PFG Private Wealth Management
Florida
$6.83M +$2.3M +19,650 +51%
PPC
661
Park Place Capital
Alabama
$6.8M -$653K -5,583 -9%
LC
662
Lindbrook Capital
California
$6.77M -$473K -4,046 -7%
FNBOH
663
First National Bank of Hutchinson
Kansas
$6.76M -$16.4K -140 -0.2%
OHWP
664
Oak Harbor Wealth Partners
North Carolina
$6.76M -$2.72M -23,298 -29%
JWCA
665
J.W. Cole Advisors
Florida
$6.75M -$70.8K -605 -1%
EFH
666
Eaton Financial Holdings
Florida
$6.73M +$6.73M +57,522 New
IA
667
IFS Advisors
Kansas
$6.72M +$11.1K +95 +0.2%
MWM
668
MTC Wealth Management
Florida
$6.7M -$116K -993 -2%
MBT
669
Montecito Bank & Trust
California
$6.67M -$3.86K -33 -0.1%
FHA
670
Flagship Harbor Advisors
Massachusetts
$6.65M +$6.65M +56,899 New
SF
671
SWP Financial
California
$6.64M -$953K -8,148 -13%
CV
672
Counterweight Ventures
North Carolina
$6.64M -$662K -5,664 -9%
BCM
673
Boltwood Capital Management
California
$6.6M -$76.6K -655 -1%
EGWAG
674
Elwood & Goetz Wealth Advisory Group
Georgia
$6.59M -$105K -898 -2%
GAM
675
Gotham Asset Management
New York
$6.48M +$1.82M +15,593 +39%