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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 %
Koshinski Asset Management
926
Koshinski Asset Management
Illinois
$3.47M +$369K +3,151 +12%
HSWM
927
Hubbell Strickland Wealth Management
Louisiana
$3.47M +$28.3K +242 +0.8%
KAS
928
KPP Advisory Services
Kentucky
$3.47M +$8.19K +70 +0.2%
AFC
929
AFT Forsyth & Company
Florida
$3.46M +$4.33K +37 +0.1%
BWG
930
Balanced Wealth Group
Ohio
$3.44M -$241K -2,061 -7%
BWCS
931
Beirne Wealth Consulting Services
Connecticut
$3.43M +$344K +2,936 +11%
CBT
932
Central Bank & Trust
Kentucky
$3.43M +$7.95K +68 +0.2%
USB
933
Union Savings Bank
Connecticut
$3.42M +$29.1K +249 +0.9%
GPA
934
Garrison Point Advisors
California
$3.39M +$411K +3,518 +14%
MAS
935
Madden Advisory Services
Florida
$3.39M +$19.3K +165 +0.6%
DFC
936
DBK Financial Counsel
Ohio
$3.38M -$29.5K -252 -0.9%
UBG
937
United Bank (Georgia)
Georgia
$3.37M +$77.1K +659 +2%
EFM
938
Eley Financial Management
Vermont
$3.36M -$12.2K -104 -0.4%
EI
939
Ellevest Inc
New York
$3.36M +$11K +94 +0.3%
Public Sector Pension Investment Board (PSP Investments)
940
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.35M +$3.35M +28,657 New
VCM
941
Viewpoint Capital Management
Washington
$3.35M
HFW
942
Horizon Family Wealth
Illinois
$3.33M -$362K -3,092 -10%
SGK
943
Steigerwald Gordon & Koch
Virginia
$3.32M +$13.8K +118 +0.4%
EPWM
944
Essex Private Wealth Management
Massachusetts
$3.28M +$148K +1,266 +5%
CST
945
Charles Schwab Trust
Nevada
$3.28M -$86.3K -738 -3%
Barclays
946
Barclays
United Kingdom
$3.27M -$3.03M -25,935 -48%
Vanguard Group
947
Vanguard Group
Pennsylvania
$3.26M +$927K +7,927 +40%
VIA
948
Vickerman Investment Advisors
Washington
$3.24M +$39.3K +336 +1%
AFO
949
Arrowroot Family Office
California
$3.23M +$318K +2,723 +11%
UF
950
Univest Financial
Pennsylvania
$3.22M