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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 %
SIA
1326
Schechter Investment Advisors
Michigan
$1.17M -$1,000K -9,047 -46%
CHA
1327
Carmichael Hill & Associates
Maryland
$1.17M -$22.8K -206 -2%
SPC
1328
Spirepoint Private Client
Florida
$1.16M +$1.16M +10,538 New
IAS
1329
Insigneo Advisory Services
Florida
$1.16M -$665K -6,016 -36%
FCA
1330
FLC Capital Advisors
California
$1.16M -$3.98K -36 -0.3%
GI
1331
GAMMA Investing
California
$1.15M +$947K +8,573 +459%
WI
1332
Wintrust Investments
Illinois
$1.15M -$390K -3,530 -25%
FAM
1333
Forte Asset Management
New York
$1.15M +$200K +1,810 +21%
SIC
1334
Samalin Investment Counsel
New York
$1.14M -$172K -1,557 -13%
TSS
1335
Two Sigma Securities
New York
$1.14M +$1.14M +10,309 New
CT
1336
Cambridge Trust
Massachusetts
$1.14M -$289K -2,611 -20%
GI
1337
GS Investments
Minnesota
$1.14M +$606K +5,483 +114%
PC
1338
Port Capital
Illinois
$1.13M +$157K +1,418 +16%
ACM
1339
Ardent Capital Management
Ohio
$1.13M
FPGT
1340
Financial Partners Group (Tennessee)
Tennessee
$1.13M -$329K -2,980 -23%
SCM
1341
Saxony Capital Management
Missouri
$1.13M +$203K +1,839 +22%
LC
1342
Lincoln Capital
Nebraska
$1.13M -$25.3K -229 -2%
JIR
1343
James Investment Research
Ohio
$1.13M -$43.8K -396 -4%
TF
1344
Tompkins Financial
New York
$1.12M +$15.6K +141 +1%
SFG
1345
Sowa Financial Group
Rhode Island
$1.12M
WHG
1346
Westwood Holdings Group
Texas
$1.12M +$220K +1,992 +25%
SR
1347
Syntax Research
Florida
$1.12M -$7.07K -64 -0.6%
EFA
1348
Edge Financial Advisors
Illinois
$1.12M +$1.12M +10,191 New
OC
1349
Opinicus Capital
Florida
$1.12M -$22.8K -206 -2%
FG
1350
Foster Group
Iowa
$1.12M +$1.12M +10,108 New