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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 %
CFG
1451
Cooper Financial Group
California
$762K -$4.02M -37,727 -84%
SL
1452
SFM LLC
New Hampshire
$759K -$19.8K -186 -3%
EWM
1453
Elevatus Welath Management
New York
$757K +$107 +1 +0%
BC
1454
Barrett & Company
Rhode Island
$756K +$107 +1 +0%
TWP
1455
Total Wealth Planning
Ohio
$755K -$33.2K -284 -4%
CPA
1456
Cardiff Park Advisors
California
$754K -$12.6K -118 -2%
SIS
1457
Sound Income Strategies
Florida
$748K -$275K -2,578 -27%
ME
1458
McIlrath & Eck
Washington
$747K -$12.8K -120 -2%
PTB
1459
Pioneer Trust Bank
Oregon
$745K +$76.9K +721 +12%
SAM
1460
Strategy Asset Managers
California
$745K +$260K +2,609 +54%
GDP
1461
Great Diamond Partners
Maine
$744K -$61K -572 -8%
CSWM
1462
Cassady Schiller Wealth Management
Ohio
$743K -$31K -291 -4%
CM
1463
Columbus Macro
Pennsylvania
$739K +$78.2K +733 +12%
PCS
1464
Personal CFO Solutions
New Jersey
$738K +$26.1K +245 +4%
JBA
1465
Johnson Bixby & Associates
Washington
$738K -$27.8K -261 -4%
WAM
1466
Worth Asset Management
Texas
$737K +$737K +6,910 New
EB
1467
Emprise Bank
Kansas
$736K -$99.4K -932 -12%
M
1468
MOTCO
Texas
$736K +$118K +1,111 +19%
BFS
1469
Bradley Foster & Sargent
Connecticut
$733K -$17.1K -160 -2%
MWA
1470
Motive Wealth Advisors
Michigan
$726K -$1.07K -10 -0.1%
LCM
1471
LVM Capital Management
Michigan
$726K -$1.28K -12 -0.2%
WPC
1472
Waters Parkerson & Co
Louisiana
$724K +$5.98K +56 +0.8%
MSFS
1473
Main Street Financial Solutions
Pennsylvania
$721K +$427 +4 +0.1%
BWM
1474
BKM Wealth Management
Wisconsin
$721K +$1.39K +13 +0.2%
TWG
1475
The Wealth Group
Minnesota
$720K -$533 -5 -0.1%