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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 %
EWP
701
Elevation Wealth Partners
California
$6.06M +$91.3K +781 +2%
SS
702
Sunbelt Securities
Texas
$6.05M +$64.3K +550 +1%
SFG
703
Snider Financial Group
Washington
$6.04M +$1.61M +13,742 +36%
PL
704
Parthenon LLC
Kentucky
$5.98M +$87K +744 +1%
BIA
705
Bigelow Investment Advisors
Maine
$5.96M +$285K +2,439 +5%
AC
706
Apella Capital
Connecticut
$5.95M +$56.3K +490 +1%
1WM
707
1900 Wealth Management
Texas
$5.94M +$67.4K +576 +1%
GFS
708
GYL Financial Synergies
Connecticut
$5.94M +$172K +1,474 +3%
SB
709
Strategic Blueprint
Georgia
$5.94M -$22.8K -195 -0.4%
GWMR
710
GC Wealth Management RIA
Massachusetts
$5.93M +$234 +2 +0%
MC
711
Middleton & Co
Massachusetts
$5.91M -$173K -1,479 -3%
LA
712
Lynch & Associates
Indiana
$5.9M +$138K +1,183 +2%
TW
713
TritonPoint Wealth
Maryland
$5.88M +$683K +5,863 +13%
MWA
714
Muirfield Wealth Advisors
North Carolina
$5.87M +$91.6K +783 +2%
AWP
715
Accretive Wealth Partners
New Jersey
$5.86M +$99.9K +854 +2%
PAG
716
Private Advisory Group
Washington
$5.85M +$179K +1,531 +3%
NGA
717
Naples Global Advisors
Florida
$5.81M +$281K +2,405 +5%
SW
718
Simplicity Wealth
New Jersey
$5.79M -$20.2M -172,289 -78%
CB
719
Commerce Bank
Missouri
$5.76M -$65.6K -561 -1%
EW
720
Element Wealth
Mississippi
$5.75M -$115K -983 -2%
RPGK
721
Retirement Planning Group (Kansas)
Kansas
$5.74M +$4.61M +39,450 +409%
TCM
722
Telos Capital Management
California
$5.73M +$87K +744 +2%
LWM
723
Latko Wealth Management
Illinois
$5.73M +$5.73M +48,962 New
SC
724
Stephenson & Company
California
$5.71M +$156K +1,333 +3%
MLIC
725
Mandatum Life Insurance Company
Finland
$5.7M