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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 %
CWM
1451
Centurion Wealth Management
Virginia
$865K +$1.99K +18 +0.2%
CWP
1452
Cyndeo Wealth Partners
Florida
$863K +$427K +3,864 +98%
FB
1453
First Bancorp
Maine
$862K -$8.62K -78 -1%
SCG
1454
Sonata Capital Group
Washington
$860K +$46.2K +418 +6%
T. Rowe Price Associates
1455
T. Rowe Price Associates
Maryland
$859K +$352K +3,181 +69%
CCWM
1456
Cassaday & Co Wealth Management
Virginia
$858K +$305K +2,758 +55%
KWA
1457
Kingswood Wealth Advisors
California
$855K -$1.77K -16 -0.2%
PI
1458
Parkside Investments
Illinois
$851K -$5.53K -50 -0.6%
SC
1459
Sierra Capital
Florida
$848K
VPP
1460
Vertex Planning Partners
Illinois
$848K +$2.87K +26 +0.3%
FFG
1461
Foundry Financial Group
New Hampshire
$847K -$370K -3,344 -30%
EWA
1462
Evolution Wealth Advisors
Florida
$844K -$59.7K -540 -7%
CWA
1463
Consilium Wealth Advisory
Texas
$844K -$110K -995 -12%
HNWA
1464
Henrickson Nauta Wealth Advisors
Michigan
$842K -$89.5K -847 -10%
CL
1465
COWA LLC
Oklahoma
$842K -$6.63K -60 -0.8%
TPW
1466
Transatlantique Private Wealth
New York
$840K -$11.6K -105 -1%
BCM
1467
Bayesian Capital Management
New York
$840K +$318K +2,880 +61%
TCM
1468
TD Capital Management
Tennessee
$839K +$146K +1,324 +21%
QCM
1469
QRG Capital Management
Illinois
$838K +$53.4K +483 +7%
PFBT
1470
Parkside Financial Bank & Trust
Missouri
$838K +$9.06K +82 +1%
HWM
1471
Horizons Wealth Management
North Carolina
$837K
HWM
1472
Hohimer Wealth Management
Washington
$837K -$6.3K -57 -0.7%
CG
1473
Caprock Group
Idaho
$835K
SC
1474
Scotia Capital
Ontario, Canada
$835K +$584K +5,287 +233%
GDP
1475
Great Diamond Partners
Maine
$835K -$351K -3,172 -30%