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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 %
WWS
1226
Wellington Wealth Strategies
Indiana
$1.51M +$1.51M +13,701 New
CCA
1227
Cobblestone Capital Advisors
New York
$1.5M -$293K -2,648 -16%
DFG
1228
Delta Financial Group
New Jersey
$1.5M +$159K +1,436 +12%
PIMJS
1229
PKO Investment Management Joint-Stock
Poland
$1.5M -$14.7M -132,569 -91%
T
1230
TNF
Montana
$1.5M -$82.5K -780 -5%
CCA
1231
Clearwater Capital Advisors
Illinois
$1.5M -$131K -1,183 -8%
TWM
1232
Thrive Wealth Management
Pennsylvania
$1.48M -$115K -1,042 -7%
ADL
1233
Asset Dedication LLC
California
$1.48M -$143K -1,301 -9%
CFP
1234
Cypress Financial Planning
New Jersey
$1.48M +$1.48M +13,373 New
AGM
1235
Alpine Global Management
New York
$1.48M +$967K +8,753 +190%
WA
1236
WP Advisors
California
$1.47M +$36.4K +329 +3%
DAS
1237
Diversify Advisory Services
Utah
$1.47M +$1.47M +13,456 New
HCM
1238
Hollencrest Capital Management
California
$1.46M +$553K +5,000 +61%
PCFFS
1239
Pacific Center for Financial Services
California
$1.46M -$23.6M -213,398 -94%
LFG
1240
Leverty Financial Group
Wisconsin
$1.45M +$41.1K +372 +3%
GC
1241
Gilbert & Cook
Iowa
$1.44M -$45K -407 -3%
FNC
1242
First National Corp
Massachusetts
$1.44M
CWA
1243
Continuum Wealth Advisors
New York
$1.44M +$4.53K +41 +0.3%
SIAS
1244
Summit Investment Advisory Services
Minnesota
$1.44M +$5.42K +49 +0.4%
ATWA
1245
Arbor Trust Wealth Advisors
Michigan
$1.43M +$19.8K +187 +1%
PW
1246
Peninsula Wealth
California
$1.43M -$42.9K -388 -3%
CG
1247
Cutler Group
California
$1.43M +$1.27M +11,460 +796%
CIBC World Market
1248
CIBC World Market
Ontario, Canada
$1.42M +$220K +1,990 +18%
ICP
1249
Interchange Capital Partners
Pennsylvania
$1.42M +$167K +1,479 +13%
SCA
1250
STALEY CAPITAL ADVISERS
Pennsylvania
$1.42M