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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 %
RWM
1201
Rockwood Wealth Management
Pennsylvania
$1.64M +$78K +706 +5%
CPP
1202
Capasso Planning Partners
South Carolina
$1.64M +$125K +1,129 +8%
CF
1203
Convergence Financial
Missouri
$1.64M +$1.64M +14,812 New
SFP
1204
Sweet Financial Partners
Minnesota
$1.62M -$14.9K -135 -0.9%
WC
1205
Woodstock Corp
Massachusetts
$1.62M +$87.6K +793 +6%
CA
1206
Cambridge Advisors
Nebraska
$1.61M -$60.3K -546 -4%
GA
1207
Goldstein Advisors
Wisconsin
$1.61M +$90.5K +819 +6%
LA
1208
LPF Advisors
Florida
$1.6M +$39.2K +355 +3%
MWM
1209
Modern Wealth Management
Kansas
$1.6M +$349K +3,158 +28%
RIA
1210
Realta Investment Advisors
Delaware
$1.6M +$27K +244 +2%
FCB
1211
First County Bank
Connecticut
$1.59M -$469K -4,243 -23%
LFG
1212
Lockerman Financial Group
California
$1.59M
FFA
1213
First Foundation Advisors
California
$1.58M +$16.4K +148 +1%
PA
1214
Probity Advisors
Texas
$1.57M -$74.2K -671 -4%
CW
1215
CreativeOne Wealth
Kansas
$1.57M +$1.21M +10,934 +331%
QPWM
1216
Quadrant Private Wealth Management
Pennsylvania
$1.57M +$23.2K +210 +1%
AWA
1217
Aaron Wealth Advisors
Illinois
$1.56M -$143K -1,298 -8%
SCA
1218
St. Clair Advisors
Ohio
$1.55M +$5.64K +51 +0.4%
VAM
1219
Verity Asset Management
North Carolina
$1.55M -$78.5K -710 -5%
GPI
1220
General Partner Inc
Pennsylvania
$1.55M +$118K +1,070 +8%
PAM
1221
Peak Asset Management
Colorado
$1.53M +$8.51K +77 +0.6%
FWM
1222
Forza Wealth Management
Florida
$1.52M -$33.2K -300 -2%
FPCG
1223
Forum Private Client Group
Indiana
$1.52M -$65.4K -592 -4%
SMWM
1224
Silvia McColl Wealth Management
California
$1.52M -$14.3K -135 -0.9%
RW
1225
Rockport Wealth
Ohio
$1.52M +$1.52M +13,831 New