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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 %
PCM
1001
Pennsylvania Capital Management
Pennsylvania
$2.84M +$412K +3,525 +17%
SAA
1002
Southeast Asset Advisors
Georgia
$2.84M +$27.5K +235 +1%
BJL
1003
Brighton Jones LLC
Washington
$2.82M -$2.46K -21 -0.1%
V
1004
ViaWealth
Kansas
$2.8M -$44.9K -384 -2%
WP
1005
WealthShield Partners
North Carolina
$2.8M +$315K +2,690 +13%
P
1006
Pitcairn
Pennsylvania
$2.79M +$409K +3,500 +17%
BWAM
1007
Boyd Watterson Asset Management
Ohio
$2.79M
FCMC
1008
Founders Capital Management (Connecticut)
Connecticut
$2.79M
TWM
1009
Tradition Wealth Management
Minnesota
$2.78M -$7.13K -61 -0.3%
VHAM
1010
Van Hulzen Asset Management
California
$2.78M +$21.5K +184 +0.8%
NCM
1011
Narwhal Capital Management
Georgia
$2.77M -$70.8K -605 -2%
NFP
1012
Narus Financial Partners
Utah
$2.77M +$340K +2,906 +14%
SIM
1013
Stratos Investment Management
Ohio
$2.77M +$532K +4,550 +24%
MPPLM
1014
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.77M +$12.3K +105 +0.4%
PCA
1015
Providence Capital Advisors
North Carolina
$2.75M +$42K +359 +2%
TIA
1016
Tiemann Investment Advisors
California
$2.74M -$35.3K -302 -1%
WG
1017
Watchman Group
Texas
$2.73M -$778K -6,650 -22%
Calamos Advisors
1018
Calamos Advisors
Illinois
$2.73M +$150K +1,284 +6%
NP
1019
NorthRock Partners
Minnesota
$2.71M -$542K -4,637 -17%
ACM
1020
Armbruster Capital Management
New York
$2.7M
KDA
1021
Kraft Davis & Associates
Missouri
$2.7M -$105K -919 -4%
BFA
1022
Beaumont Financial Advisors
Massachusetts
$2.7M +$18.2K +156 +0.7%
SPI
1023
Santori & Peters Inc
Pennsylvania
$2.69M +$12.6K +108 +0.5%
GFL
1024
Granite FO LLC
New Hampshire
$2.69M +$139K +1,185 +5%
FIA
1025
Foundations Investment Advisors
Arizona
$2.69M +$590K +5,041 +28%