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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 %
CWM
1326
Chemistry Wealth Management
New York
$1.28M
TTWM
1327
TCV Trust & Wealth Management
Virginia
$1.27M -$25.4K -217 -2%
SCA
1328
Sandy Cove Advisors
Massachusetts
$1.27M +$10.5K +90 +0.8%
CWP
1329
Cyndeo Wealth Partners
Florida
$1.27M +$248K +2,121 +24%
RG
1330
Rathbones Group
United Kingdom
$1.27M +$409K +3,500 +48%
JPG
1331
Jordan Park Group
California
$1.27M -$131K -1,117 -9%
CFFP
1332
Center for Financial Planning
Michigan
$1.26M +$4.44K +38 +0.4%
ZIC
1333
ZWJ Investment Counsel
Georgia
$1.25M +$68.5K +586 +6%
MAM
1334
MMA Asset Management
Pennsylvania
$1.25M +$580K +5,439 +86%
SIAS
1335
Summit Investment Advisory Services
Minnesota
$1.25M +$1.25M +10,690 New
BW
1336
Bison Wealth
Georgia
$1.25M +$691K +5,905 +124%
GI
1337
GS Investments
Minnesota
$1.24M +$37.9K +324 +3%
CCM
1338
Crew Capital Management
Ohio
$1.24M
ACA
1339
American Capital Advisory
Idaho
$1.24M +$369K +3,154 +42%
OFG
1340
Oxford Financial Group
Indiana
$1.24M +$260K +2,227 +27%
GWA
1341
GGM Wealth Advisors
Maryland
$1.23M -$15.2K -130 -1%
FPCP
1342
Fort Point Capital Partners
California
$1.23M -$1.75K -15 -0.1%
WC
1343
Waterloo Capital
Texas
$1.23M -$124K -1,063 -9%
FAM
1344
Forte Asset Management
New York
$1.23M +$5.03K +43 +0.4%
TT
1345
TI-Trust
Illinois
$1.22M -$229K -1,960 -16%
TSWM
1346
Tyler-Stone Wealth Management
Ohio
$1.22M +$654K +5,591 +115%
NF
1347
NavPoint Financial
Minnesota
$1.22M +$10.6K +91 +0.9%
ES
1348
Eagle Strategies
New York
$1.22M +$169K +1,446 +16%
IC
1349
Inscription Capital
Texas
$1.21M -$172K -1,470 -12%
NWM
1350
Napa Wealth Management
California
$1.21M +$484K +4,137 +67%