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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 %
EL
1026
EQ LLC
Washington
$2.69M -$1.65M -14,089 -38%
CCA
1027
Carrera Capital Advisors
Michigan
$2.67M +$101K +861 +4%
UWPG
1028
Ullmann Wealth Partners Group
Florida
$2.66M +$37.1K +317 +1%
TWA
1029
Talisman Wealth Advisors
New Jersey
$2.66M +$49.3K +423 +2%
CWA
1030
CM Wealth Advisors
Ohio
$2.64M +$534K +4,567 +25%
PWA
1031
Peterson Wealth Advisors
Utah
$2.63M +$13.7K +117 +0.5%
LNWWM
1032
Laird Norton Wetherby Wealth Management
California
$2.62M -$24.2K -207 -0.9%
3F
1033
360 Financial
Minnesota
$2.62M -$38.7K -331 -1%
WIM
1034
Westside Investment Management
California
$2.61M +$46.8K +400 +2%
V
1035
VeraBank
Texas
$2.61M -$56K -479 -2%
HAM
1036
Harmony Asset Management
Arizona
$2.61M +$1.6M +13,640 +157%
LIA
1037
LS Investment Advisors
Michigan
$2.61M -$798K -6,822 -23%
TP
1038
Tranquility Partners
Tennessee
$2.59M +$21.4K +183 +0.8%
FNBOO
1039
First National Bank of Omaha
Nebraska
$2.59M -$66.3K -567 -2%
FPAS
1040
Focus Partners Advisor Solutions
Missouri
$2.58M -$133K -1,140 -5%
WWM
1041
Wiser Wealth Management
Georgia
$2.56M +$48.1K +411 +2%
EAM
1042
Evanson Asset Management
California
$2.56M +$30.3K +259 +1%
WPC
1043
Wedmont Private Capital
Pennsylvania
$2.55M +$7.23K +63 +0.3%
SL
1044
SWMG LLC
Texas
$2.55M +$384K +3,113 +18%
TWP
1045
Triad Wealth Partners
Kansas
$2.54M -$1.02M -8,735 -29%
CCFM
1046
Clear Creek Financial Management
Washington
$2.54M -$130K -1,108 -5%
OW
1047
Olistico Wealth
Oklahoma
$2.54M +$204K +1,748 +9%
OCM
1048
Objective Capital Management
Ohio
$2.53M +$2.53M +21,663 New
ACP
1049
Arcus Capital Partners
Georgia
$2.53M +$217K +1,855 +9%
VAM
1050
Verity Asset Management
North Carolina
$2.51M +$131K +1,120 +6%