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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 %
VRM
676
Vectors Research Management
New York
$6.46M +$1.21M +10,313 +23%
MFA
677
Mayflower Financial Advisors
Massachusetts
$6.45M -$167K -1,430 -3%
AP
678
Americana Partners
Texas
$6.42M +$546K +4,668 +9%
AFG
679
ABLE Financial Group
Arizona
$6.4M +$428K +3,661 +7%
VCM
680
Verde Capital Management
Michigan
$6.4M -$9.95M -85,103 -61%
ACB
681
Aristotle Capital Boston
Massachusetts
$6.39M -$650K -5,560 -9%
CAM
682
Cozad Asset Management
Illinois
$6.38M +$571K +4,886 +10%
SCM
683
Stonehearth Capital Management
Massachusetts
$6.37M +$134K +1,143 +2%
FCP
684
Fidelis Capital Partners
Florida
$6.36M +$1.78M +15,524 +39%
LA
685
LVW Advisors
New York
$6.34M +$5.99M +51,245 +1,747%
EFL
686
ERn Financial LLC
Wisconsin
$6.33M -$76.7K -656 -1%
SF
687
Summit Financial
New Jersey
$6.33M +$3.27M +27,944 +107%
SCA
688
Snowden Capital Advisors
New York
$6.32M +$561K +4,795 +10%
NAM
689
NTV Asset Management
West Virginia
$6.27M -$219K -1,873 -3%
SGI
690
Summit Global Investments
Utah
$6.26M +$6.67K +57 +0.1%
Empower Advisory Group
691
Empower Advisory Group
Colorado
$6.19M -$72.4K -619 -1%
TH
692
TCTC Holdings
Texas
$6.18M +$612K +5,235 +11%
ISWM
693
Independent Solutions Wealth Management
New York
$6.18M +$665K +5,685 +12%
AWA
694
Arete Wealth Advisors
Illinois
$6.16M -$376K -3,223 -6%
SP
695
SWS Partners
Ohio
$6.14M +$198K +1,695 +3%
MPCA
696
Madison Park Capital Advisors
Washington
$6.11M -$10.2K -87 -0.2%
PWM
697
Provident Wealth Management
Tennessee
$6.11M +$456K +3,903 +8%
MWP
698
Madison Wealth Partners
Wisconsin
$6.11M +$74.3K +635 +1%
C
699
Certuity
Florida
$6.07M -$5.81M -49,699 -49%
SFI
700
SPC Financial Inc
Maryland
$6.07M +$395K +3,378 +7%