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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 %
CANC
1176
Culbertson A N & Co
Virginia
$1.8M +$383K +3,462 +27%
CRWM
1177
Castle Rock Wealth Management
California
$1.78M +$47.1K +450 +3%
VFG
1178
Valley Financial Group
Pennsylvania
$1.78M +$39.6K +358 +2%
DFA
1179
Delta Financial Advisors
Louisiana
$1.78M
PCA
1180
Prosperity Capital Advisors
Ohio
$1.78M +$1.52M +13,764 +590%
AEPWM
1181
Atlantic Edge Private Wealth Management
Florida
$1.77M -$24.9K -225 -1%
MSAM
1182
Moloney Securities Asset Management
Missouri
$1.76M +$87.8K +794 +5%
DWM
1183
Defined Wealth Management
Oregon
$1.75M -$2.87K -26 -0.2%
TA
1184
TFG Advisers
Michigan
$1.75M -$10.5K -95 -0.6%
GPWA
1185
Great Point Wealth Advisors
Massachusetts
$1.74M -$159K -1,435 -8%
HNWAG
1186
High Net Worth Advisory Group
Florida
$1.73M +$1.55K +14 +0.1%
HCA
1187
Harbour Capital Advisors
Virginia
$1.73M +$54.8K +510 +3%
ZF
1188
Zhang Financial
Michigan
$1.72M -$16.2K -147 -0.9%
BAM
1189
Belpointe Asset Management
Nevada
$1.72M -$8.76M -79,280 -84%
RL
1190
Rogco LP
Oklahoma
$1.72M -$159K -1,442 -8%
FFWA
1191
FRG Family Wealth Advisors
Washington
$1.71M -$73.8K -707 -4%
DWG
1192
Darden Wealth Group
Michigan
$1.7M -$32.9K -298 -2%
LFA
1193
Legacy Financial Advisors
Kentucky
$1.69M +$107K +965 +7%
NPFS
1194
Novak & Powell Financial Services
Florida
$1.69M +$404K +6,593 +31%
PGA
1195
Portland Global Advisors
Maine
$1.68M +$332 +3 +0%
TFM
1196
TFC Financial Management
Massachusetts
$1.68M -$82.3K -745 -5%
BB
1197
Busey Bank
Illinois
$1.67M +$392K +3,551 +31%
RWMG
1198
Redwood Wealth Management Group
New Jersey
$1.67M -$1.55K -14 -0.1%
PA
1199
PFG Advisors
Arizona
$1.67M -$69.9K -632 -4%
DCM
1200
Dudley Capital Management
Virginia
$1.65M +$1.24M +11,344 +304%