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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 %
BCM
726
Brookstone Capital Management
Illinois
$5.66M +$238K +2,032 +4%
EPP
727
ETF Portfolio Partners
Kansas
$5.66M -$92.2K -788 -2%
PTC
728
Private Trust Company
Ohio
$5.66M -$97.3K -832 -2%
GC
729
Garde Capital
Washington
$5.65M -$313K -2,679 -5%
CFIA
730
Cantor Fitzgerald Investment Advisors
New York
$5.64M +$1.8M +15,384 +47%
SC
731
SouthState Corp
Florida
$5.64M +$2.54M +21,755 +82%
SEI Investments
732
SEI Investments
Pennsylvania
$5.63M -$437K -3,734 -7%
WCP
733
Wick Capital Partners
Pennsylvania
$5.63M -$54.9K -469 -1%
BSG
734
Black Swift Group
Colorado
$5.62M +$5.62M +48,031 New
PBO
735
Peoples Bank (Ohio)
Ohio
$5.59M -$137K -1,174 -2%
BBNA
736
Bremer Bank National Association
Minnesota
$5.57M +$236K +2,018 +4%
EW
737
Elyxium Wealth
California
$5.57M +$5.57M +47,609 New
BA
738
Ballew Advisors
Mississippi
$5.56M +$32.2K +280 +0.6%
KPWG
739
KFA Private Wealth Group
Virginia
$5.52M -$2.07M -17,729 -27%
JWBC
740
J.W. Burns & Co
New York
$5.49M +$776K +6,635 +16%
OGF
741
Orin Green Financial
California
$5.45M +$217K +1,859 +4%
HPC
742
HM Payson & Co
Maine
$5.45M +$499K +4,266 +10%
CIC
743
Carnegie Investment Counsel
Ohio
$5.43M +$156K +1,333 +3%
PWW
744
Pettyjohn Wood & White
Virginia
$5.43M +$244K +2,087 +5%
DCM
745
Davidson Capital Management
Texas
$5.41M +$2.61M +22,357 +93%
EWM
746
EPG Wealth Management
Georgia
$5.41M +$5.41M +46,247 New
CCB
747
Country Club Bank
Missouri
$5.39M -$53.4K -458 -1%
MYIA
748
Mount Yale Investment Advisors
Colorado
$5.39M -$113K -968 -2%
ONB
749
Old National Bancorp
Indiana
$5.39M +$517K +4,424 +11%
WWM
750
Western Wealth Management
Colorado
$5.38M +$205K +1,750 +4%