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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 %
TFA
1401
Teamwork Financial Advisors
Texas
$978K +$709K +6,413 +263%
PVI
1402
Pine Valley Investments
New Jersey
$977K -$107K -968 -10%
MGWM
1403
Marks Group Wealth Management
Minnesota
$977K
SPIS
1404
Steward Partners Investment Solutions
Oregon
$976K +$976K +8,829 New
ZIC
1405
ZWJ Investment Counsel
Georgia
$974K -$55.9K -506 -5%
WDG
1406
Wealth Dimensions Group
Ohio
$974K +$221 +2 +0%
JCM
1407
Jacobi Capital Management
Pennsylvania
$973K +$46.9K +424 +5%
EWA
1408
EverSource Wealth Advisors
Alabama
$971K +$20.9K +200 +2%
CS
1409
Cannell & Spears
New York
$968K +$550K +4,974 +131%
SM
1410
Sweeney & Michel
California
$968K +$968K +8,768 New
MA
1411
Modus Advisors
Minnesota
$966K +$629K +5,688 +186%
CCP
1412
Clarity Capital Partners
California
$958K -$35.1K -318 -4%
ZB
1413
Zions Bancorporation
Utah
$957K +$365K +3,300 +62%
GSC
1414
Ground Swell Capital
South Carolina
$957K +$957K +8,660 New
BL
1415
Balentine LLC
Georgia
$956K +$927K +8,385 +3,176%
PCM
1416
Palisade Capital Management
New Jersey
$946K +$117K +1,057 +14%
AWM
1417
Accurate Wealth Management
Florida
$937K -$49.8K -482 -5%
SHF
1418
Stage Harbor Financial
Massachusetts
$936K
EWA
1419
Exencial Wealth Advisors
Oklahoma
$935K -$12.6K -114 -1%
BAM
1420
Berkshire Asset Management
Pennsylvania
$933K +$107K +966 +13%
SCA
1421
Sandy Cove Advisors
Massachusetts
$933K +$224K +2,031 +32%
SFC
1422
Strategic Financial Concepts
Texas
$932K +$246K +2,227 +36%
MFT
1423
Moisand Fitzgerald Tamayo
Florida
$930K -$15.7K -142 -2%
PFS
1424
Prospect Financial Services
New York
$924K +$355K +3,216 +63%
RWMH
1425
Riverpoint Wealth Management Holdings
Illinois
$918K +$1.11K +10 +0.1%