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iShares Core S&P Small-Cap ETF

2,289 hedge funds and large institutions have $54.9B invested in iShares Core S&P Small-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 1,038 increasing their positions, 873 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,289
Holders Change
-25
Holders Change %
-1.08%
% of All Funds
33.29%
Holding in Top 10
313
Holding in Top 10 Change
-30
Holding in Top 10 Change %
-8.75%
% of All Funds
4.55%
New
114
Increased
1,038
Reduced
873
Closed
102
Calls
$77.3M
Puts
$9.41M
Net Calls
+$67.9M
Net Calls Change
+$64.5M
Name Holding Trade Value Shares
Change
Shares
Change %
SFA
1351
Source Financial Advisors
New York
$991K +$239K +2,245 +32%
Legacy Financial Group (Iowa)
1352
Legacy Financial Group (Iowa)
Iowa
$989K -$22.4K -210 -2%
SM
1353
Sensible Money
Arizona
$986K -$6.61K -62 -0.7%
GKWIM
1354
Gerber Kawasaki Wealth & Investment Management
California
$985K +$21K +197 +2%
TCM
1355
Tufton Capital Management
Maryland
$982K -$42.5K -398 -4%
SWP
1356
Strategic Wealth Partners
Ohio
$978K +$20.1K +188 +2%
CAM
1357
Chandler Asset Management
California
$976K
AL
1358
ADE LLC
Maryland
$970K +$1.92K +18 +0.2%
FWIA
1359
Fort Washington Investment Advisors
Ohio
$969K -$10.7K -100 -1%
DC
1360
Destiny Capital
Colorado
$966K +$105K +981 +12%
DJYG
1361
David J. Yvars Group
Florida
$966K -$89.5K -839 -8%
ES
1362
Eagle Strategies
New York
$956K -$1.84M -17,287 -66%
NEAM
1363
New England Asset Management
Connecticut
$949K -$2.32M -21,788 -71%
WDG
1364
Wealth Dimensions Group
Ohio
$947K +$7.15K +67 +0.8%
EWA
1365
Exencial Wealth Advisors
Oklahoma
$946K +$43.2K +405 +5%
NC
1366
Napatree Capital
Rhode Island
$937K +$217K +2,038 +30%
CWP
1367
Cyndeo Wealth Partners
Florida
$935K +$102K +958 +12%
BCM
1368
Brookmont Capital Management
Texas
$935K -$142K -1,335 -13%
CS
1369
Cannell & Spears
New York
$935K
QPWM
1370
Quadrant Private Wealth Management
Pennsylvania
$930K -$587K -5,501 -39%
PSF
1371
Pacific Sun Financial
California
$929K -$21.9K -205 -2%
LWM
1372
Lionsbridge Wealth Management
Florida
$929K -$1.75M -16,391 -65%
SM
1373
Sweeney & Michel
California
$928K +$2.85K +27 +0.3%
HAM
1374
Harmony Asset Management
Arizona
$926K +$69.4K +651 +8%
PVI
1375
Pine Valley Investments
New Jersey
$925K -$17.6K -165 -2%