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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 %
DFA
1426
Davies Financial Advisors
California
$1.02M +$714K +6,102 +235%
SQA
1427
Simon Quick Advisors
New Jersey
$1.02M +$1.02M +8,686 New
ZB
1428
Zions Bancorporation
Utah
$1.01M
CS
1429
Cannell & Spears
New York
$1.01M -$12.3K -105 -1%
RSVP
1430
Ramsay Stattman Vela & Price
Colorado
$1.01M -$819 -7 -0.1%
CPA
1431
Court Place Advisors
Maryland
$1M +$1M +8,583 New
SCG
1432
Sonata Capital Group
Washington
$996K +$36.2K +309 +4%
PGAM
1433
Princeton Global Asset Management
New Jersey
$987K +$798K +6,823 +423%
4WM
1434
49 Wealth Management
Texas
$985K -$234 -2 -0%
PFA
1435
Pinnacle Family Advisors
Missouri
$983K -$122K -1,041 -11%
FFG
1436
Fiduciary Financial Group
California
$980K -$12.9K -113 -1%
RWMH
1437
Riverpoint Wealth Management Holdings
Illinois
$978K +$5.03K +43 +0.5%
FPGT
1438
Financial Partners Group (Tennessee)
Tennessee
$977K -$237K -2,026 -20%
PFBT
1439
Parkside Financial Bank & Trust
Missouri
$963K +$76.1K +651 +9%
KFI
1440
Key Financial Inc
Pennsylvania
$960K
CCP
1441
Clarity Capital Partners
California
$959K +$49.1K +420 +5%
FP
1442
Factorial Partners
New York
$959K +$959K +8,200 New
FFA
1443
Fortune Financial Advisors
Kansas
$956K -$58.6K -501 -6%
CCWM
1444
Cassaday & Co Wealth Management
Virginia
$955K +$106K +909 +13%
FBT
1445
First Bankers Trust
Kentucky
$949K -$38K -325 -4%
SWC
1446
Spectrum Wealth Counsel
Indiana
$945K -$685K -5,858 -42%
BEAM
1447
Baker Ellis Asset Management
Washington
$936K +$338K +2,886 +56%
NCFG
1448
New Century Financial Group
New Jersey
$933K +$36.7K +314 +4%
CG
1449
Corundum Group
Colorado
$931K
SWA
1450
Strategies Wealth Advisors
Michigan
$926K -$46.9K -401 -5%