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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 %
PAM
1226
Peak Asset Management
Colorado
$1.62M
SC
1227
Solstein Capital
California
$1.61M +$1.61M +13,797 New
CIR
1228
Clear Investment Research
Georgia
$1.61M -$1.51M -12,950 -48%
SAG
1229
SageView Advisory Group
California
$1.61M -$566K -4,841 -26%
SIA
1230
SeaBridge Investment Advisors
New Jersey
$1.6M
EB
1231
Eastern Bank
Massachusetts
$1.6M +$1.6M +13,668 New
IAA
1232
Independent Advisor Alliance
North Carolina
$1.6M -$434K -3,710 -21%
RFA
1233
Resurgent Financial Advisors
Georgia
$1.59M +$38.5K +329 +2%
CFP
1234
Cypress Financial Planning
New Jersey
$1.59M +$22.8K +195 +1%
SSA
1235
Sierra Summit Advisors
Nevada
$1.59M +$14.6K +125 +0.9%
AWA
1236
Aaron Wealth Advisors
Illinois
$1.58M +$3.28K +28 +0.2%
SIA
1237
Schechter Investment Advisors
Michigan
$1.58M -$832K -7,115 -34%
CCA
1238
Cobblestone Capital Advisors
New York
$1.58M +$117 +1 +0%
WA
1239
WP Advisors
California
$1.57M +$6.9K +59 +0.4%
PW
1240
Peninsula Wealth
California
$1.57M +$119 +1 +0%
MCM
1241
Mainstream Capital Management
California
$1.57M +$1.57M +13,381 New
TIAAOA
1242
Teachers Insurance & Annuity Association of America
New York
$1.55M +$1.55M +13,241 New
ACG
1243
Allen Capital Group
Nebraska
$1.54M -$30.4K -260 -2%
DFA
1244
DHJJ Financial Advisors
Illinois
$1.54M +$1.5M +12,786 +3,761%
FHC
1245
First Heartland Consultants
Missouri
$1.53M +$87.7K +750 +6%
AC
1246
AWM Capital
Arizona
$1.52M +$366K +3,125 +32%
CIA
1247
Compass Ion Advisors
Pennsylvania
$1.52M +$874K +7,473 +135%
DCM
1248
Donaldson Capital Management
Indiana
$1.52M +$882K +7,543 +139%
BL
1249
Balentine LLC
Georgia
$1.52M +$345K +2,952 +29%
CWA
1250
Continuum Wealth Advisors
New York
$1.51M -$4.21K -36 -0.3%