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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 %
ISWM
726
Independent Solutions Wealth Management
New York
$5.15M +$88.6K +802 +2%
SC
727
Stephenson & Company
California
$5.14M +$481K +4,356 +10%
AP
728
Americana Partners
Texas
$5.13M +$370K +3,348 +8%
MYIA
729
Mount Yale Investment Advisors
Colorado
$5.13M -$1.97M -17,781 -28%
CIC
730
Carnegie Investment Counsel
Ohio
$5.11M -$146K -1,324 -3%
CASB
731
Cape Ann Savings Bank
Massachusetts
$5.11M -$474K -4,290 -8%
MA
732
Mutual Advisors
Nebraska
$5.11M +$408K +3,696 +9%
NSB
733
Norway Savings Bank
Maine
$5.1M +$380K +3,442 +8%
WWM
734
Western Wealth Management
Colorado
$5.09M +$35.9K +325 +0.7%
EIA
735
Eldridge Investment Advisors
New Hampshire
$5.08M -$332 -3 -0%
PAG
736
Private Advisory Group
Washington
$5.07M +$785K +7,104 +18%
AWC
737
Abundance Wealth Counselors
Pennsylvania
$5.06M -$30.5K -276 -0.6%
Susquehanna International Group
738
Susquehanna International Group
Pennsylvania
$5.05M +$924K +8,360 +22%
BIA
739
Bigelow Investment Advisors
Maine
$5.05M +$952K +8,616 +23%
BA
740
Bellwether Advisors
Nebraska
$5.04M -$3.98K -36 -0.1%
TH
741
TCTC Holdings
Texas
$5.04M +$458K +4,146 +10%
BA
742
Ballew Advisors
Mississippi
$5.02M +$159K +1,501 +3%
BWG
743
Balanced Wealth Group
Ohio
$5.02M -$4.79M -43,742 -49%
MPCA
744
Madison Park Capital Advisors
Washington
$5M +$106K +963 +2%
LIM
745
Leavell Investment Management
Alabama
$4.99M -$59.8K -541 -1%
NGA
746
Naples Global Advisors
Florida
$4.98M +$233K +2,104 +5%
OGF
747
Orin Green Financial
California
$4.97M -$4.91M -45,436 Closed
CFG
748
Cooper Financial Group
California
$4.96M -$774K -7,005 -14%
GTAM
749
Global Trust Asset Management
Florida
$4.94M -$54.6K -494 -1%
MFC
750
Mechanics Financial Corp
Ohio
$4.93M -$26.1K -236 -0.5%