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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 %
FFO
951
Fortitude Family Office
Arizona
$2.95M +$689K +6,234 +31%
TW
952
TrinityPoint Wealth
Connecticut
$2.95M +$310K +2,806 +12%
PWMG
953
Pinnacle Wealth Management Group
Michigan
$2.94M +$2.94M +26,580 New
BFA
954
Bluestem Financial Advisors
Illinois
$2.91M +$78.9K +714 +3%
CFS
955
CRA Financial Services
New Jersey
$2.91M +$93.8K +849 +3%
SOS
956
Silver Oak Securities
Tennessee
$2.9M -$860K -7,777 -23%
ES
957
Eagle Strategies
New York
$2.9M +$2.03M +18,398 +234%
JFGIW
958
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.89M -$8.41M -76,061 -74%
VC
959
Vestor Capital
Illinois
$2.88M -$1.29M -11,635 -31%
MUAMU
960
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.87M
JFG
961
JMG Financial Group
Illinois
$2.87M -$409K -3,701 -12%
ANBT
962
American National Bank & Trust
Texas
$2.87M -$35.1K -318 -1%
BDF
963
Black Diamond Financial
Maryland
$2.85M
UF
964
Univest Financial
Pennsylvania
$2.85M -$12.6K -114 -0.4%
CTFG
965
Capstone Triton Financial Group
Oklahoma
$2.85M -$109K -987 -4%
AG
966
AlTi Global
New York
$2.84M -$70.1K -634 -2%
TFS
967
Thoroughbred Financial Services
Tennessee
$2.84M -$608K -5,497 -18%
KFGK
968
Keystone Financial Group (Kentucky)
Kentucky
$2.84M +$346K +3,135 +14%
LAM
969
Lewis Asset Management
California
$2.81M +$109K +986 +4%
PAG
970
Paladin Advisory Group
Iowa
$2.8M +$56.6K +517 +2%
TWM
971
Tradition Wealth Management
Minnesota
$2.79M -$6.57M -59,468 -70%
GS
972
GTS Securities
New York
$2.79M +$1.42M +12,886 +105%
LWM
973
Lionsbridge Wealth Management
Florida
$2.77M -$291K -2,630 -9%
TWP
974
Triad Wealth Partners
Kansas
$2.77M +$2.77M +25,095 New
SAMC
975
Spectrum Asset Management (California)
California
$2.76M +$2.76M +24,951 New