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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 %
TIA
1001
Tiemann Investment Advisors
California
$2.6M +$179K +1,618 +7%
WIP
1002
WealthCare Investment Partners
Rhode Island
$2.59M +$159K +1,443 +7%
AFO
1003
Arrowroot Family Office
California
$2.59M +$219K +1,978 +9%
ACM
1004
Armbruster Capital Management
New York
$2.58M -$10.7K -97 -0.4%
MAA
1005
Matrix Asset Advisors
New York
$2.56M +$826K +7,473 +48%
AL
1006
Aspiriant LLC
California
$2.55M +$37.1K +336 +1%
IF
1007
Intrua Financial
Texas
$2.55M -$115K -1,039 -4%
SAA
1008
Southeast Asset Advisors
Georgia
$2.55M -$36.1K -327 -1%
ES
1009
ETF Store
Kansas
$2.54M -$2.24M -20,311 -47%
AWA
1010
Amplius Wealth Advisors
Pennsylvania
$2.54M -$59.7K -540 -2%
SWM
1011
Soundmark Wealth Management
Washington
$2.53M -$9.84K -89 -0.4%
V
1012
VeraBank
Texas
$2.53M -$16.2K -147 -0.6%
BFA
1013
Beaumont Financial Advisors
Massachusetts
$2.53M -$39.1K -354 -2%
SPI
1014
Santori & Peters Inc
Pennsylvania
$2.53M +$31.7K +287 +1%
EPWM
1015
Essex Private Wealth Management
Massachusetts
$2.53M -$2.87K -26 -0.1%
LNWWM
1016
Laird Norton Wetherby Wealth Management
California
$2.52M -$113K -1,025 -4%
CPC
1017
Congress Park Capital
New York
$2.52M -$587K -5,312 -19%
RWM
1018
Ritholtz Wealth Management
New York
$2.52M +$331K +2,997 +15%
MPPLM
1019
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.51M -$81K -733 -3%
TCOT
1020
Trust Company of Toledo
Ohio
$2.51M -$92.4K -836 -4%
CBT
1021
CoreFirst Bank & Trust
Kansas
$2.51M +$876K +7,928 +54%
CCFM
1022
Clear Creek Financial Management
Washington
$2.51M +$58.7K +532 +2%
RWP
1023
Revolve Wealth Partners
New Jersey
$2.48M +$8.84K +80 +0.4%
PCA
1024
Providence Capital Advisors
North Carolina
$2.48M +$135K +1,224 +6%
RhumbLine Advisers
1025
RhumbLine Advisers
Massachusetts
$2.48M -$8.95K -81 -0.4%