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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 %
OSAM
801
O'Shaughnessy Asset Management
Connecticut
$4.63M +$1.03M +8,822 +29%
AF
802
Amara Financial
California
$4.59M +$4.59M +39,257 New
AFS
803
AFG Fiduciary Services
Massachusetts
$4.57M -$4.76K -41 -0.1%
SIC
804
Sterling Investment Counsel
New York
$4.56M +$175K +1,494 +4%
SW
805
SlateStone Wealth
Florida
$4.54M -$192K -1,643 -4%
FCM
806
Fourpath Capital Management
Oklahoma
$4.52M +$4.52M +38,643 New
BCMO
807
Buckingham Capital Management (Ohio)
Ohio
$4.51M -$120K -1,026 -3%
ST
808
Sabal Trust
Florida
$4.49M +$302K +2,582 +7%
FIM
809
Freedom Investment Management
Connecticut
$4.49M -$472K -4,037 -10%
LFP
810
Lakeshore Financial Planning
Michigan
$4.47M +$728K +6,224 +19%
WFAG
811
Wescott Financial Advisory Group
Pennsylvania
$4.45M +$94.6K +809 +2%
ASW
812
Astoria Strategic Wealth
Texas
$4.45M +$199K +1,701 +5%
CAM
813
Creekmur Asset Management
Illinois
$4.44M +$267K +2,280 +6%
Luther King Capital Management (LKCM)
814
Luther King Capital Management (LKCM)
Texas
$4.44M -$4.25M
WA
815
Waverly Advisors
Alabama
$4.43M +$7.84K +67 +0.2%
EWM
816
Evercore Wealth Management
New York
$4.42M -$677K -5,792 -13%
SCTC
817
Sanibel Captiva Trust Company
Florida
$4.42M +$2.1M +17,929 +90%
WCM
818
Windsor Capital Management
Arizona
$4.41M -$50.1K -428 -1%
SL
819
Sentinus LLC
Illinois
$4.37M +$3.42M +59,488 +358%
GCA
820
Greenwood Capital Associates
South Carolina
$4.36M +$86.3K +738 +2%
GWP
821
Gateway Wealth Partners
Wisconsin
$4.36M -$337K -2,878 -7%
SFG
822
SevenBridge Financial Group
Pennsylvania
$4.35M -$121K -955 -3%
ST
823
Spinnaker Trust
Maine
$4.34M
TA
824
TKG Advisors
Indiana
$4.33M +$354K +3,025 +9%
PP
825
PrairieView Partners
Minnesota
$4.32M -$95.9K -820 -2%