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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 %
GFP
976
Gryphon Financial Partners
Ohio
$2.75M +$264K +2,390 +11%
SFMG
977
Sage Financial Management Group
Virginia
$2.74M +$99.6K +901 +4%
JIP
978
Jaffetilchin Investment Partners
Florida
$2.73M -$11.5K -104 -0.4%
KHC
979
Koesten Hirschmann & Crabtree
Kansas
$2.72M +$101K +912 +4%
NCM
980
Narwhal Capital Management
Georgia
$2.72M +$243K +2,202 +10%
Citadel Advisors
981
Citadel Advisors
Florida
$2.71M +$2.71M +24,515 New
PI
982
PFG Investments
New York
$2.71M +$1.34M +12,101 +98%
BWCS
983
Beirne Wealth Consulting Services
Connecticut
$2.71M +$38.6K +349 +1%
CAM
984
Congress Asset Management
Massachusetts
$2.7M -$452K -4,093 -14%
KDA
985
Kraft Davis & Associates
Missouri
$2.7M -$595K -5,408 -18%
SC
986
Sepio Capital
Utah
$2.7M -$29.6K -268 -1%
WP
987
WealthShield Partners
North Carolina
$2.7M -$298K -2,693 -10%
BWAM
988
Boyd Watterson Asset Management
Ohio
$2.69M
CF
989
Centaurus Financial
California
$2.69M +$261K +2,360 +11%
GSWM
990
Greenup Street Wealth Management
Michigan
$2.67M -$412K -3,726 -13%
BJL
991
Brighton Jones LLC
Washington
$2.66M +$105K +953 +4%
V
992
ViaWealth
Kansas
$2.65M +$219K +1,983 +9%
GFL
993
Granite FO LLC
New Hampshire
$2.65M +$1.68M +14,555 +172%
FIA
994
Foundations Investment Advisors
Arizona
$2.65M -$37K -335 -1%
WA
995
Wealth Alliance
New York
$2.64M +$3.54K +32 +0.1%
FCMC
996
Founders Capital Management (Connecticut)
Connecticut
$2.64M
DCM
997
Davidson Capital Management
Texas
$2.62M +$22.3K +202 +0.9%
BCG
998
Breakwater Capital Group
New Jersey
$2.61M -$30.2K -273 -1%
CFB
999
Cullen/Frost Bankers
Texas
$2.6M -$98.3K -889 -4%
VHAM
1000
Van Hulzen Asset Management
California
$2.6M +$39.5K +357 +2%