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iShares Core S&P Small-Cap ETF

2,363 hedge funds and large institutions have $61.1B invested in iShares Core S&P Small-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 165 funds opening new positions, 1,119 increasing their positions, 804 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,363
Holders Change
+74
Holders Change %
+3.23%
% of All Funds
34.18%
Holding in Top 10
329
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+5.11%
% of All Funds
4.76%
New
165
Increased
1,119
Reduced
804
Closed
69
Calls
$118M
Puts
$77.5M
Net Calls
+$40.3M
Net Calls Change
-$27.6M
Name Holding Trade Value Shares
Change
Shares
Change %
TFM
1201
TFC Financial Management
Massachusetts
$1.77M +$21.6K +185 +1%
CPBTD
1202
Central Pacific Bank - Trust Division
Hawaii
$1.76M +$353K +3,022 +25%
SCA
1203
St. Clair Advisors
Ohio
$1.76M +$72.5K +620 +4%
TWP
1204
Tyche Wealth Partners
Texas
$1.76M -$40.4K -345 -2%
TA
1205
TFG Advisers
Michigan
$1.75M -$10.8K -92 -0.6%
DWG
1206
Darden Wealth Group
Michigan
$1.74M +$30.6K +262 +2%
FVWA
1207
Foster Victor Wealth Advisors
South Carolina
$1.74M -$190K -1,650 -10%
SFP
1208
Sweet Financial Partners
Minnesota
$1.74M +$16.1K +138 +0.9%
GA
1209
Goldstein Advisors
Wisconsin
$1.73M +$5.38K +46 +0.3%
AO
1210
Advisor OS
Illinois
$1.72M -$28.2K -241 -2%
CA
1211
Cambridge Advisors
Nebraska
$1.71M -$8.89K -76 -0.5%
CPG
1212
Cornerstone Planning Group
New Jersey
$1.7M -$22.3M -193,084 -93%
FNC
1213
First National Corp
Massachusetts
$1.7M +$124K +1,061 +8%
LA
1214
Lane & Associates
New Jersey
$1.7M -$191K -1,637 -10%
AEPWM
1215
Atlantic Edge Private Wealth Management
Florida
$1.69M -$273K -2,332 -14%
FWM
1216
Forza Wealth Management
Florida
$1.69M +$81.5K +697 +5%
SMWM
1217
Silvia McColl Wealth Management
California
$1.68M
ICP
1218
Interchange Capital Partners
Pennsylvania
$1.68M -$132K -1,132 -7%
TWM
1219
Thrive Wealth Management
Pennsylvania
$1.67M +$88.2K +754 +6%
BFM
1220
Broadview Financial Management
Wisconsin
$1.67M +$108K +921 +7%
GPI
1221
General Partner Inc
Pennsylvania
$1.65M
SCM
1222
Sterling Capital Management
North Carolina
$1.65M +$1.65M +14,067 New
RL
1223
Rogco LP
Oklahoma
$1.64M -$207K -1,771 -11%
FCB
1224
First County Bank
Connecticut
$1.63M
ESB
1225
Essex Savings Bank
Connecticut
$1.62M -$556K -4,754 -26%