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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 %
PD
851
Planning Directions
Pennsylvania
$4.08M +$3.68M +31,435 +918%
SIAM
852
Sterling Investment Advisors (Missouri)
Missouri
$4.07M +$468 +4 +0%
CW
853
CIC Wealth
Maryland
$4.07M +$5.85K +50 +0.1%
AWM
854
AAF Wealth Management
Massachusetts
$4.06M -$4.59M -39,224 -53%
BAAM
855
Baker Avenue Asset Management
California
$4.05M +$489K +4,185 +14%
B
856
Birchbrook
Maine
$4.04M +$71.1K +608 +2%
PLU
857
Performa Ltd (US)
South Carolina
$4.02M -$169K -1,442 -4%
HWMT
858
Heritage Wealth Management (Texas)
Texas
$4.02M -$124K -1,063 -3%
USCWA
859
U.S. Capital Wealth Advisors
Texas
$3.98M +$40K +342 +1%
WF
860
Welch & Forbes
Massachusetts
$3.97M +$7.84K +67 +0.2%
TNBTD
861
Trustmark National Bank Trust Department
Mississippi
$3.97M +$166K +1,419 +4%
LDB
862
Lee, Danner & Bass
Tennessee
$3.96M -$24.4K -209 -0.6%
FTC
863
Farmers Trust Company
Ohio
$3.96M -$7.72K -66 -0.2%
WWM
864
Wolff Wiese Magana
California
$3.94M +$3.39M +28,968 +618%
DWM
865
Drive Wealth Management
Utah
$3.93M +$130K +1,113 +3%
RBFC
866
Roman Butler Fullerton & Co
Missouri
$3.92M +$208K +1,777 +6%
NOI
867
Newton One Investments
Delaware
$3.91M +$75K +641 +2%
WPW
868
Waldron Private Wealth
Pennsylvania
$3.91M +$49K +419 +1%
CTC
869
Corundum Trust Company
South Dakota
$3.89M
FWP
870
FAS Wealth Partners
Kansas
$3.88M +$324K +2,768 +9%
NL
871
NEPC LLC
Massachusetts
$3.86M
HH
872
Hilltop Holdings
Texas
$3.86M -$707K -6,042 -15%
NHT
873
New Hampshire Trust
New Hampshire
$3.86M -$4.56K -39 -0.1%
SPFA
874
Summit Place Financial Advisors
New Jersey
$3.84M -$228K -1,950 -6%
FFN
875
Focus Financial Network
Minnesota
$3.83M +$371K +3,170 +11%