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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 %
GFG
851
Goldstone Financial Group
Illinois
$3.7M +$250K +2,263 +7%
WEG
852
World Equity Group
Illinois
$3.67M -$1.62M -14,660 -31%
NHT
853
New Hampshire Trust
New Hampshire
$3.66M -$24.6K -223 -0.7%
GPA
854
Garrison Point Advisors
California
$3.66M +$291K +2,629 +9%
CFIA
855
Cantor Fitzgerald Investment Advisors
New York
$3.65M -$75.4K -682 -2%
CAM
856
Creekmur Asset Management
Illinois
$3.64M -$1.81M -16,359 -33%
CFG
857
Carr Financial Group
Massachusetts
$3.64M -$534K -4,830 -13%
NOI
858
Newton One Investments
Delaware
$3.63M -$44.2K -400 -1%
PIMG
859
Patriot Investment Management Group
Tennessee
$3.62M +$3.76K +34 +0.1%
HFW
860
Horizon Family Wealth
Illinois
$3.61M -$321K -2,900 -8%
EL
861
EWA LLC
Pennsylvania
$3.61M -$2.31M -21,165 -39%
CPSC
862
Carl P. Sherr & Co
Massachusetts
$3.6M +$134K +1,208 +4%
GAM
863
Gotham Asset Management
New York
$3.6M +$1.63M +14,718 +83%
TA
864
TKG Advisors
Indiana
$3.57M -$2.18M -19,718 -38%
BWM
865
Birchcreek Wealth Management
Ohio
$3.56M +$239K +2,166 +7%
WS
866
Wela Strategies
Georgia
$3.55M -$3.71M -33,553 -51%
LFP
867
Lakeshore Financial Planning
Michigan
$3.54M -$41.4K -375 -1%
SAM
868
Smithbridge Asset Management
Pennsylvania
$3.53M +$5.42K +49 +0.2%
CAM
869
Campion Asset Management
Virginia
$3.52M +$228K +2,059 +7%
OSAM
870
O'Shaughnessy Asset Management
Connecticut
$3.51M +$2M +18,090 +132%
TNBTD
871
Trustmark National Bank Trust Department
Mississippi
$3.51M +$35.7K +323 +1%
VF
872
Vawter Financial
Ohio
$3.49M -$25.4K -230 -0.7%
RW
873
RVW Wealth
California
$3.46M -$39.3K -356 -1%
WG
874
Watchman Group
Texas
$3.45M -$892K -8,071 -21%
FA
875
FDx Advisors
Illinois
$3.45M -$4.16M -37,607 -55%