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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 %
CT
751
Coastline Trust
Rhode Island
$5.37M +$1.82M +15,548 +51%
S
752
Syntrinsic
Colorado
$5.37M +$177K +1,517 +3%
TAM
753
Titleist Asset Management
Texas
$5.36M +$1.11M +9,450 +26%
SI
754
Stephens Inc
Arkansas
$5.36M +$517K +4,418 +11%
BA
755
Bellwether Advisors
Nebraska
$5.33M -$22.6K -193 -0.4%
GWM
756
Graybill Wealth Management
Illinois
$5.32M +$58.2K +498 +1%
VNA
757
Valley National Advisers
Pennsylvania
$5.32M -$2.43M -20,747 -31%
MF
758
Montis Financial
Massachusetts
$5.31M +$5.31M +45,368 New
RBC
759
Romano Brothers & Co
Illinois
$5.28M +$443K +3,785 +9%
FA
760
FDx Advisors
Illinois
$5.27M -$141K -1,203 -3%
WB
761
WesBanco Bank
West Virginia
$5.26M +$215K +1,837 +4%
KNFPWM
762
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$5.24M +$450K +3,844 +9%
GTAM
763
Global Trust Asset Management
Florida
$5.24M +$47K +402 +0.9%
SS
764
Sound Stewardship
Kansas
$5.23M +$179K +1,532 +4%
GFG
765
Goldstone Financial Group
Illinois
$5.22M +$564K +4,824 +12%
CI
766
CX Institutional
Indiana
$5.2M -$1.6M -13,651 -23%
AP
767
Aspect Partners
Virginia
$5.15M +$73.1K +625 +1%
EIA
768
Eldridge Investment Advisors
New Hampshire
$5.1M
CASB
769
Cape Ann Savings Bank
Massachusetts
$5.09M +$80.1K +685 +2%
LIM
770
Leavell Investment Management
Alabama
$5.06M -$61.1K -522 -1%
CHC
771
City Holding Co
West Virginia
$5.04M +$622K +5,320 +14%
VIM
772
Vista Investment Management
Pennsylvania
$5.02M +$36.8K +315 +0.7%
LWL
773
Leo Wealth LLC
Texas
$4.99M +$598K +5,116 +14%
MIC
774
Means Investment Company
Maine
$4.99M -$286K -2,442 -5%
PCM
775
Parsons Capital Management
Rhode Island
$4.94M -$133K -1,139 -3%