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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 %
MC
1251
Moors & Cabot
Massachusetts
$1.41M +$116K +1,047 +9%
CAWM
1252
Capital Advisors Wealth Management
Washington
$1.41M -$26.7K -242 -2%
OCM
1253
Orion Capital Management
California
$1.41M -$360K -3,256 -20%
SAM
1254
Secure Asset Management
Michigan
$1.41M +$905K +8,193 +181%
CGPCS
1255
Capital Group Private Client Services
California
$1.41M +$7.52K +68 +0.5%
O3W
1256
Omni 360 Wealth
New Jersey
$1.4M -$44.6K -404 -3%
KC
1257
Kingfisher Capital
North Carolina
$1.39M -$14.7K -133 -1%
BTI
1258
Blue Trust Inc
Georgia
$1.39M -$118K -1,070 -8%
ACG
1259
Allen Capital Group
Nebraska
$1.39M +$27.5K +249 +2%
TFP
1260
Tilia Fiduciary Partners
North Carolina
$1.38M +$165K +1,497 +14%
MIC
1261
Meridian Investment Counsel
California
$1.38M
1IA
1262
1834 Investment Advisors
Wisconsin
$1.38M -$7.63K -69 -0.6%
LL
1263
LWMG LLC
Minnesota
$1.38M -$68.6K -621 -5%
TT
1264
TI-Trust
Illinois
$1.37M +$979K +8,855 +248%
FB
1265
Fulton Bank
Pennsylvania
$1.37M +$61.7K +558 +5%
NCM
1266
Nelson Capital Management
California
$1.37M -$12.9K -117 -0.9%
CC
1267
Cadinha & Co
Hawaii
$1.37M -$57K -516 -4%
MIS
1268
Morningstar Investment Services
Illinois
$1.36M -$494K -4,489 -27%
HIA
1269
Harbor Investment Advisory
Maryland
$1.36M +$151K +1,363 +12%
SFP
1270
Sterling Financial Planning
New Jersey
$1.36M -$52.9K -479 -4%
HSWS
1271
Higgins & Schmidt Wealth Strategies
Colorado
$1.35M -$41.2K -373 -3%
AF
1272
Advisornet Financial
Minnesota
$1.35M -$114K -1,033 -8%
BFM
1273
Broadview Financial Management
Wisconsin
$1.34M +$70.6K +639 +6%
RT
1274
Rockland Trust
Massachusetts
$1.33M +$102K +922 +8%
OWA
1275
Opal Wealth Advisors
New York
$1.33M -$27.6K -250 -2%