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iShares Core S&P Small-Cap ETF

2,289 hedge funds and large institutions have $54.9B invested in iShares Core S&P Small-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 1,038 increasing their positions, 873 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,289
Holders Change
-25
Holders Change %
-1.08%
% of All Funds
33.29%
Holding in Top 10
313
Holding in Top 10 Change
-30
Holding in Top 10 Change %
-8.75%
% of All Funds
4.55%
New
114
Increased
1,038
Reduced
873
Closed
102
Calls
$77.3M
Puts
$9.41M
Net Calls
+$67.9M
Net Calls Change
+$64.5M
Name Holding Trade Value Shares
Change
Shares
Change %
MWA
1126
Midland Wealth Advisors
Illinois
$1.82M -$112K -1,046 -6%
WKSWA
1127
White Knight Strategic Wealth Advisors
New Jersey
$1.82M -$205K -1,922 -10%
FFWA
1128
FRG Family Wealth Advisors
Washington
$1.81M +$25.6K +235 +1%
CPP
1129
Capasso Planning Partners
South Carolina
$1.81M +$230K +2,152 +15%
OWP
1130
Obermeyer Wealth Partners
Colorado
$1.8M -$20.7K -194 -1%
SWM
1131
Scissortail Wealth Management
Oklahoma
$1.8M +$15.9K +149 +0.9%
CRWM
1132
Castle Rock Wealth Management
California
$1.8M -$2.65K -25 -0.1%
AEPWM
1133
Atlantic Edge Private Wealth Management
Florida
$1.79M +$81.1K +760 +5%
PA
1134
PFG Advisors
Arizona
$1.79M +$182K +1,704 +11%
TI
1135
Trexquant Investment
Connecticut
$1.79M +$756K +7,084 +73%
RSWM
1136
Robertson Stephens Wealth Management
California
$1.78M -$2.24M -21,013 -56%
MCA
1137
Magnolia Capital Advisors
Mississippi
$1.78M +$1.78M +16,674 New
SL
1138
Sentinus LLC
Illinois
$1.77M +$5.44K +51 +0.3%
VWA
1139
Visionary Wealth Advisors
Illinois
$1.77M +$2.03K +19 +0.1%
DWA
1140
Dougherty Wealth Advisers
Minnesota
$1.77M
RWA
1141
River Wealth Advisors
Pennsylvania
$1.77M -$103K -962 -5%
E
1142
ETFidea
New York
$1.76M +$17.8K +167 +1%
MSAM
1143
Moloney Securities Asset Management
Missouri
$1.76M +$56.7K +532 +3%
RhumbLine Advisers
1144
RhumbLine Advisers
Massachusetts
$1.76M -$634K -5,948 -27%
MIM
1145
Macroview Investment Management
Maryland
$1.76M +$7.57K +71 +0.4%
DCM
1146
Dudley Capital Management
Virginia
$1.75M +$144K +1,346 +9%
AG
1147
Ascent Group
Virginia
$1.74M -$201K -1,884 -10%
PIM
1148
Penobscot Investment Management
Massachusetts
$1.73M -$27.5K -258 -2%
HCA
1149
Harbour Capital Advisors
Virginia
$1.72M +$20.8K +197 +1%
LA
1150
Lane & Associates
New Jersey
$1.72M -$249K -2,331 -13%