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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 %
ITIM
1401
Indiana Trust & Investment Management
Indiana
$869K -$11.2K -105 -1%
BCM
1402
Bayesian Capital Management
New York
$864K +$53.3K +500 +7%
CAS
1403
Coppell Advisory Solutions
Texas
$862K +$862K +8,084 New
CL
1404
COWA LLC
Oklahoma
$862K +$49.8K +467 +6%
LW
1405
Lauer Wealth
Indiana
$856K
HWM
1406
Horizons Wealth Management
North Carolina
$856K -$23.4K -206 -3%
CG
1407
Corundum Group
Colorado
$849K
CFS
1408
Coordinated Financial Services
Colorado
$848K -$12.4K -116 -1%
PFS
1409
Prospect Financial Services
New York
$847K -$44.5K -417 -5%
VAG
1410
Vannoy Advisory Group
Texas
$840K
MSRPS
1411
Maryland State Retirement & Pension System
Maryland
$839K +$839K +7,862 New
PCA
1412
Pallas Capital Advisors
Massachusetts
$836K +$2.18K +19 +0.3%
PCH
1413
PGIM Custom Harvest
New Jersey
$834K -$7.89K -74 -0.9%
SHF
1414
Stage Harbor Financial
Massachusetts
$833K -$70.6K -662 -8%
TPW
1415
Transatlantique Private Wealth
New York
$832K +$20.9K +196 +3%
CCP
1416
Clarity Capital Partners
California
$830K -$94.6K -887 -10%
SHFA
1417
SC&H Financial Advisors
Maryland
$830K -$16.1K -151 -2%
EFG
1418
Ethos Financial Group
Pennsylvania
$826K +$225K +2,113 +38%
1WA
1419
180 Wealth Advisors
Washington
$826K +$50.6K +459 +7%
PI
1420
Parkside Investments
Illinois
$821K
HCP
1421
Hardin Capital Partners
South Carolina
$818K +$818K +7,670 New
NCFG
1422
New Century Financial Group
New Jersey
$818K +$818K +7,666 New
FB
1423
First Bancorp
Maine
$816K -$16K -150 -2%
ACM
1424
Ardent Capital Management
Ohio
$816K -$277K -2,600 -25%
EWA
1425
Evolution Wealth Advisors
Florida
$815K