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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 %
FFA
1376
Fortune Financial Advisors
Kansas
$925K -$53K -497 -5%
ZB
1377
Zions Bancorporation
Utah
$924K
IAS
1378
Insigneo Advisory Services
Florida
$923K -$211K -1,962 -19%
PT
1379
Plimoth Trust
Massachusetts
$923K +$45.9K +430 +5%
PPWM
1380
Perissos Private Wealth Management
Oklahoma
$923K +$923K +8,650 New
TPW
1381
TL Private Wealth
Texas
$922K -$129K -1,107 -12%
PMFA
1382
Plante Moran Financial Advisors
Michigan
$920K +$137K +1,282 +17%
RSVP
1383
Ramsay Stattman Vela & Price
Colorado
$918K +$38.7K +363 +4%
NWMG
1384
National Wealth Management Group
Ohio
$918K +$32.8K +308 +4%
CCG
1385
Cypress Capital Group
Florida
$913K -$43.7K -410 -5%
MA
1386
Modus Advisors
Minnesota
$911K -$21.7K -203 -2%
FBT
1387
First Bankers Trust
Kentucky
$900K -$165K -1,545 -15%
HNWA
1388
Henrickson Nauta Wealth Advisors
Michigan
$899K +$49.4K +463 +6%
MGWM
1389
Marks Group Wealth Management
Minnesota
$897K -$45.7K -428 -5%
BAM
1390
Berkshire Asset Management
Pennsylvania
$895K -$5.33K -50 -0.6%
MFT
1391
Moisand Fitzgerald Tamayo
Florida
$892K -$5.01K -47 -0.6%
4WM
1392
49 Wealth Management
Texas
$891K -$260K -2,459 -23%
OFG
1393
Oxford Financial Group
Indiana
$890K +$214K +2,007 +32%
SWA
1394
Strategies Wealth Advisors
Michigan
$887K +$8.75K +82 +1%
RWMH
1395
Riverpoint Wealth Management Holdings
Illinois
$887K +$1.28K +12 +0.1%
WPW
1396
Watershed Private Wealth
Illinois
$879K -$339K -3,178 -28%
FPW
1397
Flagship Private Wealth
Massachusetts
$879K +$31.9K +299 +4%
KFI
1398
Key Financial Inc
Pennsylvania
$876K +$142K +1,330 +19%
SCG
1399
Sonata Capital Group
Washington
$875K +$45.2K +424 +5%
BFWM
1400
Bright Futures Wealth Management
New York
$870K