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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 %
SEI Investments
676
SEI Investments
Pennsylvania
$5.54M -$848K -7,955 -13%
MWP
677
Madison Wealth Partners
Wisconsin
$5.5M -$90.2K -846 -2%
SS
678
Sunbelt Securities
Texas
$5.46M +$189K +1,771 +4%
EWP
679
Elevation Wealth Partners
California
$5.45M +$201K +1,881 +4%
AFG
680
ABLE Financial Group
Arizona
$5.44M +$115K +1,079 +2%
SB
681
Strategic Blueprint
Georgia
$5.43M +$1.13M +10,604 +26%
GC
682
Garde Capital
Washington
$5.43M -$526K -4,935 -9%
BA
683
Ballew Advisors
Mississippi
$5.43M +$66.2K +587 +1%
SP
684
SWS Partners
Ohio
$5.42M +$59.5K +558 +1%
AC
685
Apella Capital
Connecticut
$5.41M -$111K -1,048 -2%
GWMR
686
GC Wealth Management RIA
Massachusetts
$5.4M -$108K -1,017 -2%
BCM
687
Brookstone Capital Management
Illinois
$5.4M -$1.03M -8,888 -16%
PL
688
Parthenon LLC
Kentucky
$5.37M +$38.4K +360 +0.7%
AP
689
Americana Partners
Texas
$5.36M +$401K +3,755 +8%
1WM
690
1900 Wealth Management
Texas
$5.35M +$1.07M +10,041 +25%
EW
691
Element Wealth
Mississippi
$5.35M -$171K -1,599 -3%
CB
692
Commerce Bank
Missouri
$5.31M +$49.3K +462 +0.9%
CAM
693
Cozad Asset Management
Illinois
$5.3M -$85.2K -799 -2%
MWA
694
Muirfield Wealth Advisors
North Carolina
$5.27M +$107K +1,007 +2%
GFS
695
GYL Financial Synergies
Connecticut
$5.26M -$430K -4,031 -8%
AWP
696
Accretive Wealth Partners
New Jersey
$5.26M +$12.1K +113 +0.2%
LA
697
Lynch & Associates
Indiana
$5.26M +$144K +1,352 +3%
SCA
698
Snowden Capital Advisors
New York
$5.25M +$2.33M +21,827 +80%
PTC
699
Private Trust Company
Ohio
$5.25M -$404K -3,788 -7%
EPP
700
ETF Portfolio Partners
Kansas
$5.24M -$173K -1,621 -3%