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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 %
OBGC
1076
O'Brien Greene & Co
Pennsylvania
$2.4M -$189K -1,620 -7%
CANC
1077
Culbertson A N & Co
Virginia
$2.39M +$158K +1,355 +7%
BAM
1078
Belpointe Asset Management
Nevada
$2.38M +$1.02M +8,706 +75%
SRC
1079
Shufro Rose & Co
New York
$2.38M
CL
1080
COWA LLC
Oklahoma
$2.38M +$1.43M +12,248 +152%
RWP
1081
Revolve Wealth Partners
New Jersey
$2.37M -$146K -1,248 -6%
DPI
1082
Diversified Portfolios Inc
Michigan
$2.37M -$11.2K -96 -0.5%
CB
1083
Cadence Bank
Mississippi
$2.35M +$2.35M +20,108 New
LFG
1084
Lockerman Financial Group
California
$2.35M
LFAS
1085
Level Four Advisory Services
Texas
$2.33M -$153K -1,341 -6%
Acadian Asset Management
1086
Acadian Asset Management
Massachusetts
$2.32M +$43.3K +370 +2%
HIA
1087
Harbor Investment Advisory
Maryland
$2.31M +$886K +7,572 +62%
SIG
1088
Stonegate Investment Group
Alabama
$2.31M +$866K +7,405 +60%
CCM
1089
Colorado Capital Management
Colorado
$2.3M -$153K -1,306 -6%
ACM
1090
AUA Capital Management
Pennsylvania
$2.3M -$14.3K -122 -0.6%
RMDI
1091
R.M. Davis Inc
Maine
$2.3M -$26.2K -224 -1%
PPP
1092
Private Portfolio Partners
New Jersey
$2.3M +$2.3M +19,636 New
RWM
1093
Ritholtz Wealth Management
New York
$2.29M -$437K -3,736 -16%
KBFS
1094
Kohmann Bosshard Financial Services
Ohio
$2.29M +$55.4K +474 +2%
JIC
1095
Joel Isaacson & Co
New York
$2.28M +$51.9K +444 +2%
SSW
1096
Smith Shellnut Wilson
Mississippi
$2.28M +$35.1K +300 +2%
TFG
1097
Tilson Financial Group
New Jersey
$2.27M +$2.27M +19,433 New
CCA
1098
Cora Capital Advisors
New Jersey
$2.27M +$77.2K +660 +4%
RWA
1099
Roberts Wealth Advisors
California
$2.27M -$39.7K -347 -2%
SCM
1100
SOL Capital Management
Maryland
$2.27M -$132K -1,125 -5%