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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 %
NC
1301
Napatree Capital
Rhode Island
$1.35M +$318K +2,717 +31%
MAG
1302
Members Advisory Group
New York
$1.34M +$627K +5,355 +87%
MWM
1303
Maltin Wealth Management
New Jersey
$1.34M +$22K +188 +2%
ONST
1304
Old North State Trust
North Carolina
$1.34M +$5.15K +44 +0.4%
TF
1305
Tudor Financial
Ohio
$1.34M +$1.34M +11,439 New
T
1306
TNF
Montana
$1.33M -$140K -1,215 -10%
QPWM
1307
Quadrant Private Wealth Management
Pennsylvania
$1.33M +$307K +2,623 +30%
1IA
1308
1834 Investment Advisors
Wisconsin
$1.33M +$16.1K +138 +1%
AUB
1309
Atlantic Union Bankshares
Virginia
$1.33M +$180K +1,542 +16%
EWA
1310
EverSource Wealth Advisors
Alabama
$1.32M +$138K +1,179 +12%
IMC Chicago
1311
IMC Chicago
Illinois
$1.32M -$1.28M -10,917 -49%
IPW
1312
Intergy Private Wealth
Colorado
$1.31M +$14K +120 +1%
LL
1313
LWMG LLC
Minnesota
$1.31M -$43.6K -373 -3%
RT
1314
Rockland Trust
Massachusetts
$1.31M -$101K -863 -7%
WCFA
1315
Walkner Condon Financial Advisors
Wisconsin
$1.31M +$83.8K +717 +7%
FPCG
1316
Forum Private Client Group
Indiana
$1.31M -$109K -928 -8%
IA
1317
Inspire Advisors
Idaho
$1.31M +$182K +1,556 +16%
EWA
1318
Exencial Wealth Advisors
Oklahoma
$1.31M +$269K +2,296 +26%
DWM
1319
Defined Wealth Management
Oregon
$1.3M +$22.2K +190 +2%
SIS
1320
Sound Income Strategies
Florida
$1.3M +$476K +4,073 +58%
TSW
1321
Three Seasons Wealth
Utah
$1.29M -$14.5K -124 -1%
IAS
1322
Insigneo Advisory Services
Florida
$1.29M +$285K +2,438 +28%
ADL
1323
Asset Dedication LLC
California
$1.29M -$305K -2,606 -19%
AIM
1324
Anchor Investment Management
South Carolina
$1.28M +$1.2M +10,272 +1,508%
PCFFS
1325
Pacific Center for Financial Services
California
$1.28M -$25.7K -220 -2%