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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 %
PWM
751
Provident Wealth Management
Tennessee
$4.93M +$78.7K +712 +2%
S
752
Syntrinsic
Colorado
$4.92M -$11.6M -104,977 -70%
NP
753
NorthRock Partners
Minnesota
$4.86M -$166K -1,498 -3%
KV
754
Kickstand Ventures
New York
$4.84M +$548K +4,954 +13%
CI
755
CX Institutional
Indiana
$4.83M -$178K -1,609 -4%
GLA
756
Good Life Advisors
Pennsylvania
$4.81M +$201K +1,818 +4%
HPC
757
HM Payson & Co
Maine
$4.79M +$231K +2,089 +5%
GWM
758
Graybill Wealth Management
Illinois
$4.79M +$4.59M +41,500 +2,219%
AWM
759
AE Wealth Management
Kansas
$4.79M -$65.2M -589,719 -93%
EC
760
Estate Counselors
Wisconsin
$4.78M +$413K +3,736 +9%
1832 Asset Management
761
1832 Asset Management
Ontario, Canada
$4.75M -$3.84M -34,745 -45%
SFI
762
SPC Financial Inc
Maryland
$4.74M +$1.39M +12,544 +41%
SS
763
Sound Stewardship
Kansas
$4.71M +$138K +1,248 +3%
BBNA
764
Bremer Bank National Association
Minnesota
$4.71M +$222K +2,006 +5%
LF
765
Lee Financial
Texas
$4.68M -$8.99M -81,375 -66%
VIM
766
Vista Investment Management
Pennsylvania
$4.68M +$40.6K +367 +0.9%
National Bank of Canada
767
National Bank of Canada
Quebec, Canada
$4.68M +$83.6K +767 +2%
VRM
768
Vectors Research Management
New York
$4.65M -$4.06M -36,768 -47%
SSWM
769
Sheets Smith Wealth Management
North Carolina
$4.64M -$117K -1,061 -2%
MCM
770
Magnolia Capital Management
New York
$4.64M
PIAS
771
PCA Investment Advisory Services
Ohio
$4.54M +$258K +2,337 +6%
BFO
772
Biltmore Family Office
North Carolina
$4.49M -$13.5K -122 -0.3%
RBC
773
Romano Brothers & Co
Illinois
$4.49M -$49.7K -450 -1%
IGWM
774
ICA Group Wealth Management
Colorado
$4.48M +$3.55M +32,082 +379%
MCA
775
MSH Capital Advisors
Arizona
$4.48M -$402K -3,641 -8%