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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 %
BCM
676
Brookstone Capital Management
Illinois
$6.11M +$80K +724 +1%
KOMWMG
677
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$6.08M -$219K -1,983 -3%
Luther King Capital Management (LKCM)
678
Luther King Capital Management (LKCM)
Texas
$6.04M -$5.97M
PAS
679
Park Avenue Securities
New York
$6.01M -$445K -4,030 -7%
TSWM
680
Triangle Securities Wealth Management
North Carolina
$5.97M +$248K +2,248 +4%
SGI
681
Summit Global Investments
Utah
$5.96M -$133K -1,201 -2%
PBO
682
Peoples Bank (Ohio)
Ohio
$5.95M -$31.8K -288 -0.5%
GFS
683
GYL Financial Synergies
Connecticut
$5.89M -$6.57M -59,472 -53%
AMM
684
American Money Management
California
$5.89M +$232K +2,102 +4%
SG Americas Securities
685
SG Americas Securities
New York
$5.88M +$1.02M +9,243 +21%
CWA
686
CM Wealth Advisors
Ohio
$5.88M +$3.16M +29,064 +116%
NAM
687
NTV Asset Management
West Virginia
$5.87M +$6.52K +59 +0.1%
PTC
688
Private Trust Company
Ohio
$5.86M +$469K +4,244 +9%
MWP
689
Madison Wealth Partners
Wisconsin
$5.8M -$26K -235 -0.4%
PCM
690
Parsons Capital Management
Rhode Island
$5.79M -$113K -1,025 -2%
CA
691
Crewe Advisors
Utah
$5.79M +$2.95M +26,699 +104%
MC
692
Middleton & Co
Massachusetts
$5.78M +$155K +1,405 +3%
MWM
693
Meridian Wealth Management
Kentucky
$5.78M -$945K -8,552 -14%
CWA
694
Core Wealth Advisors
Florida
$5.75M -$7.42M -67,170 -56%
MWM
695
Merriman Wealth Management
Washington
$5.75M -$75.6K -684 -1%
FFM
696
Forum Financial Management
Illinois
$5.73M +$5.52M +49,925 +2,646%
EW
697
Element Wealth
Mississippi
$5.72M +$31.8K +288 +0.6%
CIC
698
Cutler Investment Counsel
Oregon
$5.72M +$195K +1,764 +4%
BWM
699
Boyd Wealth Management
California
$5.72M -$4.81M -43,553 -46%
GWMR
700
GC Wealth Management RIA
Massachusetts
$5.71M +$5.11M +46,276 +857%