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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 %
AFG
826
Atomi Financial Group
New York
$4.29M +$241K +2,063 +6%
FFO
827
Fortitude Family Office
Arizona
$4.28M +$296K +2,530 +7%
MUAMU
828
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$4.27M +$936K +8,000 +28%
WA
829
WBH Advisory
Maryland
$4.26M +$41.9K +358 +1%
BFG
830
Baron Financial Group
New Jersey
$4.26M -$191K -1,629 -4%
SC
831
Sapient Capital
Indiana
$4.25M +$1.2M +10,224 +39%
KCM
832
Kanawha Capital Management
Virginia
$4.24M +$702K +5,999 +20%
HIMC
833
Heritage Investors Management Corp
Maryland
$4.24M -$105K -900 -2%
ATC
834
Adirondack Trust Company
New York
$4.22M -$115K -985 -3%
MAA
835
Matrix Asset Advisors
New York
$4.21M +$784K +6,700 +23%
PIAS
836
PCA Investment Advisory Services
Ohio
$4.21M -$282K -2,414 -6%
EFS
837
Econ Financial Services
Pennsylvania
$4.2M -$3.67M -31,355 -47%
CTA
838
Colonial Trust Advisors
South Carolina
$4.19M +$705K +6,029 +20%
ZIM
839
Zacks Investment Management
Illinois
$4.18M -$53.7K -459 -1%
EL
840
EWA LLC
Pennsylvania
$4.18M -$26.2K -215 -0.6%
SOS
841
Silver Oak Securities
Tennessee
$4.18M +$1.36M +11,643 +48%
CPSC
842
Carl P. Sherr & Co
Massachusetts
$4.15M +$90.8K +776 +2%
CP
843
Canopy Partners
Ohio
$4.14M +$83K +710 +2%
UFAC
844
Urban Financial Advisory Corp
Illinois
$4.13M -$40.2K -344 -1%
SEIA
845
Signature Estate & Investment Advisors
California
$4.13M +$123K +1,055 +3%
PWA
846
Physician Wealth Advisors
Utah
$4.13M -$361K -3,078 -8%
PPWM
847
Paragon Private Wealth Management
Kentucky
$4.13M +$275K +2,350 +7%
CAM
848
Campion Asset Management
Virginia
$4.12M +$290K +2,478 +8%
First Manhattan
849
First Manhattan
New York
$4.09M +$2.69K +23 +0.1%
FNWM
850
Financial Network Wealth Management
Utah
$4.08M -$98.7K -844 -2%