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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 %
OCBCO
1076
Oversea-Chinese Banking Corp (OCBC)
Singapore
$2.22M
CST
1077
Charles Schwab Trust
Nevada
$2.21M -$254K -2,296 -10%
EL
1078
EQ LLC
Washington
$2.21M +$2.21M +20,012 New
LWA
1079
Lineweaver Wealth Advisors
Ohio
$2.21M -$27.2K -246 -1%
WWA
1080
WCG Wealth Advisors
Nevada
$2.21M -$34.7K -314 -2%
CWA
1081
Clarus Wealth Advisors
Arizona
$2.2M -$1.87M -17,655 -46%
ACA
1082
Affinity Capital Advisors
California
$2.19M -$1.54M -13,893 -41%
CFD
1083
Creative Financial Designs
Indiana
$2.19M -$2.6M -23,533 -54%
MIA
1084
Milestone Investment Advisors
Wisconsin
$2.19M -$195K -1,766 -8%
CT
1085
Coastline Trust
Rhode Island
$2.18M -$73.4K -664 -3%
RWA
1086
Rooted Wealth Advisors
Illinois
$2.17M -$169K -1,572 -7%
TFG
1087
Tilson Financial Group
New Jersey
$2.17M -$41.4K -375 -2%
PL
1088
Plancorp LLC
Missouri
$2.16M +$153K +1,383 +8%
MPM
1089
Meritage Portfolio Management
Kansas
$2.16M -$215K -1,948 -9%
AGP
1090
Autumn Glory Partners
Texas
$2.14M -$15.4K -139 -0.7%
OW
1091
Olistico Wealth
Oklahoma
$2.14M +$94.6K +856 +5%
Chevy Chase Trust
1092
Chevy Chase Trust
Maryland
$2.13M -$15.1K -137 -0.7%
CCA
1093
Cora Capital Advisors
New Jersey
$2.13M -$87.9K -795 -4%
CWM
1094
Compass Wealth Management
Connecticut
$2.12M -$11.6K -105 -0.5%
CPA
1095
Capital Planning Advisors
California
$2.12M +$6.08K +55 +0.3%
KBFS
1096
Kohmann Bosshard Financial Services
Ohio
$2.11M
CW
1097
Connectus Wealth
Ohio
$2.1M -$13M -117,946 -86%
EPM
1098
Elm Partners Management
Pennsylvania
$2.1M +$995 +9 +0%
RFN
1099
RDA Financial Network
Iowa
$2.1M -$68.1K -616 -3%
MA
1100
Marquette Associates
Illinois
$2.1M +$1.11M +10,086 +113%