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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 %
MTIC
1126
Missouri Trust & Investment Company
Missouri
$2.02M +$88.4K +800 +5%
QWM
1127
Quadcap Wealth Management
Texas
$2.02M -$13.4K -121 -0.7%
FPGK
1128
Financial Partners Group (Kansas)
Kansas
$2.02M -$358K -3,241 -15%
RFA
1129
Resurgent Financial Advisors
Georgia
$2.01M +$867K +7,846 +76%
AG
1130
Ascent Group
Virginia
$2.01M -$77.7K -703 -4%
MWA
1131
Midland Wealth Advisors
Illinois
$2M -$200K -1,813 -9%
GWM
1132
GSB Wealth Management
Connecticut
$2M +$44.5K +403 +2%
BC
1133
Brio Consultants
California
$2M -$84.5K -765 -4%
Betterment LLC
1134
Betterment LLC
New York
$1.99M -$121K -1,093 -6%
RFO
1135
RiverGlades Family Offices
Florida
$1.99M -$99.7K -910 -5%
IAIM
1136
International Assets Investment Management
Florida
$1.98M -$362K -3,310 -15%
APWM
1137
Atlas Private Wealth Management
New York
$1.98M +$485K +4,386 +32%
Calamos Advisors
1138
Calamos Advisors
Illinois
$1.97M +$420K +3,799 +27%
SFM
1139
Signet Financial Management
New Jersey
$1.97M +$149K +1,347 +8%
PB
1140
Pinnacle Bancorp
Nebraska
$1.97M -$20.7K -187 -1%
PO
1141
Private Ocean
California
$1.96M -$264K -2,388 -12%
RCG
1142
Regatta Capital Group
California
$1.95M -$71.8K -650 -4%
TCM
1143
TruNorth Capital Management
Michigan
$1.95M +$1.95M +17,655 New
H
1144
HoyleCohen
California
$1.95M +$51.1K +462 +3%
RWA
1145
River Wealth Advisors
Pennsylvania
$1.94M -$105K -949 -5%
SC
1146
Steph & Co
Wisconsin
$1.94M +$20.4K +185 +1%
SL
1147
SWMG LLC
Texas
$1.93M -$216K -1,951 -10%
SFG
1148
Sunburst Financial Group
Alabama
$1.93M +$38.1K +348 +2%
CAL
1149
Capital Advisors Ltd
Ohio
$1.92M -$40.3K -365 -2%
JWCA
1150
J.W. Coons Advisors
Ohio
$1.92M +$47.1K +426 +3%