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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 %
CWM
1301
Chemistry Wealth Management
New York
$1.26M -$17.6K -159 -1%
Acadian Asset Management
1302
Acadian Asset Management
Massachusetts
$1.26M +$735K +6,648 +140%
TFGT
1303
TS Financial Group (TSFG)
Illinois
$1.26M -$112K -1,014 -8%
WC
1304
Waterloo Capital
Texas
$1.26M -$392K -3,549 -24%
JPWM
1305
Jamison Private Wealth Management
Georgia
$1.26M +$69.8K +632 +6%
IAA
1306
Independent Advisor Alliance
North Carolina
$1.26M -$1.27M -11,485 -50%
MWM
1307
Maltin Wealth Management
New Jersey
$1.25M +$103K +932 +9%
LSA
1308
Lansing Street Advisors
Pennsylvania
$1.24M -$11.2K -101 -0.9%
CFFP
1309
Center for Financial Planning
Michigan
$1.24M +$14.5K +131 +1%
WC
1310
Weil Company
California
$1.24M +$1.24M +11,203 New
NB
1311
NBT Bank
New York
$1.24M +$246K +2,225 +25%
CASC
1312
Coppell Advisory Solutions Corp
Texas
$1.21M +$1.21M +10,972 New
IPW
1313
Intergy Private Wealth
Colorado
$1.21M +$35.9K +325 +3%
SIG
1314
Stonegate Investment Group
Alabama
$1.21M +$395K +3,575 +48%
FPCP
1315
Fort Point Capital Partners
California
$1.21M -$92.8K -840 -7%
TTWM
1316
TCV Trust & Wealth Management
Virginia
$1.21M -$308K -2,784 -20%
SFG
1317
Sovereign Financial Group
Connecticut
$1.21M -$12.9K -117 -1%
IFA
1318
Index Fund Advisors
California
$1.21M -$7.96K -72 -0.7%
TSW
1319
Three Seasons Wealth
Utah
$1.2M -$215 -2 -0%
SYBT
1320
Stock Yards Bank & Trust
Kentucky
$1.19M +$70K +633 +6%
NRW
1321
Nova R Wealth
Kansas
$1.19M +$53.2K +481 +5%
WCFA
1322
Walkner Condon Financial Advisors
Wisconsin
$1.19M +$20.9K +189 +2%
4WM
1323
49 Wealth Management
Texas
$1.19M -$61K -558 -5%
NF
1324
NavPoint Financial
Minnesota
$1.19M +$70.5K +638 +6%
SC
1325
SouthState Corp
Florida
$1.19M +$270K +2,443 +29%