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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 %
SXL
1276
Summit X LLC
Missouri
$1.33M +$51.9K +469 +4%
AFS
1277
Annapolis Financial Services
Maryland
$1.32M -$29.8K -270 -2%
SAM
1278
Silvercrest Asset Management
New York
$1.32M -$12.7K -115 -1%
LC
1279
LCNB Corp
Ohio
$1.31M +$24.6K +223 +2%
AIP
1280
Almanack Investment Partners
Pennsylvania
$1.31M +$9.62K +87 +0.7%
IC
1281
Inscription Capital
Texas
$1.31M
ONST
1282
Old North State Trust
North Carolina
$1.3M +$1.3M +11,788 New
PFG
1283
PAX Financial Group
Texas
$1.3M +$25.4K +230 +2%
KP
1284
Keel Point
Alabama
$1.3M +$518K +4,689 +66%
SFB
1285
STAR Financial Bank
Indiana
$1.3M -$77.9K -705 -6%
CCM
1286
Coldstream Capital Management
Washington
$1.3M +$97K +878 +8%
PCP
1287
Proficio Capital Partners
Massachusetts
$1.3M +$940K +8,505 +260%
ACA
1288
Aptus Capital Advisors
Alabama
$1.3M +$730K +6,602 +129%
UB
1289
Umpqua Bank
Oregon
$1.29M +$1.29M +11,692 New
PWM
1290
PBMares Wealth Management
Virginia
$1.29M -$35K -317 -3%
HCM
1291
Howland Capital Management
Massachusetts
$1.29M +$54.4K +492 +4%
SSA
1292
Sierra Summit Advisors
Nevada
$1.29M -$32.1K -290 -2%
LMIM
1293
Lockheed Martin Investment Management
Maryland
$1.28M
LFG
1294
Larson Financial Group
Missouri
$1.28M +$685K +6,194 +115%
TRSOTSOK
1295
Teachers Retirement System of the State of Kentucky
Kentucky
$1.28M
GWA
1296
GGM Wealth Advisors
Maryland
$1.28M -$49.2K -452 -4%
CPRC
1297
Consolidated Portfolio Review Corp
New York
$1.28M -$185K -1,671 -13%
BWA
1298
BlueChip Wealth Advisors
Georgia
$1.27M +$45.6K +413 +4%
Millennium Management
1299
Millennium Management
New York
$1.26M -$258K -2,332 -17%
WPW
1300
Watershed Private Wealth
Illinois
$1.26M -$2.95M -26,667 -70%