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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 %
MCA
776
MSH Capital Advisors
Arizona
$4.9M -$37.1K -317 -0.8%
CB
777
Centennial Bank
Arkansas
$4.89M +$272K +2,327 +6%
LF
778
Lee Financial
Texas
$4.88M -$142K -1,215 -3%
MFC
779
Mechanics Financial Corp
Ohio
$4.88M -$164K -1,400 -3%
AIP
780
Ameritas Investment Partners
Nebraska
$4.88M +$423K +3,613 +9%
LWMNY
781
Landmark Wealth Management (New York)
New York
$4.86M +$4.86M +41,569 New
S
782
Sachetta
Massachusetts
$4.86M -$16.1K -138 -0.3%
OCBCO
783
Oversea-Chinese Banking Corp (OCBC)
Singapore
$4.85M
MCM
784
MidAtlantic Capital Management
Virginia
$4.84M +$475K +4,061 +11%
SSWM
785
Sheets Smith Wealth Management
North Carolina
$4.83M -$80.6K -689 -2%
MCM
786
Magnolia Capital Management
New York
$4.82M -$15.8K -135 -0.3%
National Bank of Canada
787
National Bank of Canada
Quebec, Canada
$4.81M -$158K -1,351 -3%
MFS
788
McNamara Financial Services
Massachusetts
$4.78M +$286K +2,444 +6%
SG Americas Securities
789
SG Americas Securities
New York
$4.78M +$138K +1,182 +3%
BWM
790
Boyd Wealth Management
California
$4.75M -$1.55M -13,230 -25%
BFO
791
Biltmore Family Office
North Carolina
$4.74M -$4.09K -35 -0.1%
WIA
792
Wetzel Investment Advisors
Indiana
$4.72M +$2.46M +21,073 +109%
LJCM
793
Lee Johnson Capital Management
Texas
$4.72M +$4.72M +40,372 New
AWMG
794
Alliance Wealth Management Group
New Jersey
$4.72M +$473K +4,043 +11%
GSB
795
Greenfield Savings Bank
Massachusetts
$4.71M +$88.8K +759 +2%
SFA
796
Souders Financial Advisors
Ohio
$4.7M -$4.76M -40,694 -50%
AWC
797
Abundance Wealth Counselors
Pennsylvania
$4.7M +$4.7M +40,142 New
UL
798
Unionview LLC
Washington
$4.65M -$14.3K -122 -0.3%
MCI
799
MRP Capital Investments
Georgia
$4.63M +$679K +5,806 +17%
SSW
800
Stone Summit Wealth
Florida
$4.63M +$218K +1,863 +5%