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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 %
WKSWA
1101
White Knight Strategic Wealth Advisors
New Jersey
$2.1M -$101K -918 -5%
CTA
1102
Camelot Technology Advisors
California
$2.1M +$13.5K +122 +0.6%
WCA
1103
Waypoint Capital Advisors
Minnesota
$2.09M
VF
1104
VitalStone Financial
Texas
$2.09M -$2.21M -19,972 -51%
RWA
1105
Roberts Wealth Advisors
California
$2.09M -$16.6K -160 -0.8%
TCA
1106
Transcend Capital Advisors
New Jersey
$2.09M +$195K +1,766 +10%
BHBT
1107
Burke & Herbert Bank & Trust
Virginia
$2.08M -$32.8K -297 -2%
HNB
1108
Hilltop National Bank
Wyoming
$2.08M +$2.08M +18,782 New
JIC
1109
Joel Isaacson & Co
New York
$2.07M +$279K +2,521 +16%
FPTW
1110
Franklin, Parlapiano, Turner & Welch
Texas
$2.07M
Two Sigma Investments
1111
Two Sigma Investments
New York
$2.06M +$1.32M +11,979 +179%
CP
1112
Capital Planning
Washington
$2.06M +$170K +1,538 +9%
LFAS
1113
Level Four Advisory Services
Texas
$2.05M
IMC Chicago
1114
IMC Chicago
Illinois
$2.05M +$2.05M +18,546 New
TF
1115
Trek Financial
Arizona
$2.04M +$598K +5,415 +41%
LA
1116
Lane & Associates
New Jersey
$2.04M -$103K -933 -5%
IAS
1117
Investment Advisory Services
Texas
$2.04M +$48.4K +438 +2%
ACP
1118
Aveo Capital Partners
Colorado
$2.04M +$19.7K +184 +1%
BWA
1119
BlueSky Wealth Advisors
North Carolina
$2.03M -$42.2K -382 -2%
Vanguard Group
1120
Vanguard Group
Pennsylvania
$2.03M +$198K +1,789 +11%
BIM
1121
Baldwin Investment Management
Pennsylvania
$2.03M -$11.1K -100 -0.5%
LSIA
1122
LaSalle St. Investment Advisors
Illinois
$2.03M +$229K +2,084 +13%
CF
1123
Corrigan Financial
Rhode Island
$2.02M -$312K -2,824 -13%
WIA
1124
Wetzel Investment Advisors
Indiana
$2.02M +$155K +1,516 +8%
ESB
1125
Essex Savings Bank
Connecticut
$2.02M