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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 %
WLIM
1476
White Lighthouse Investment Management
Massachusetts
$716K -$2.45K -23 -0.3%
CW
1477
CreativeOne Wealth
Kansas
$715K -$804K -7,538 -53%
SFG
1478
Sather Financial Group
Texas
$714K +$2.88K +27 +0.4%
SC
1479
Sierra Capital
Florida
$714K -$104K -973 -13%
IP
1480
Ignite Planners
California
$713K +$21.1K +200 +3%
LNB
1481
Ledyard National Bank
$711K -$31.9K -299 -4%
PCM
1482
Perritt Capital Management
Illinois
$709K +$320 +3 +0%
EWM
1483
Endowment Wealth Management
Wisconsin
$705K +$114K +1,070 +19%
TPI
1484
Trust Point Inc
Wisconsin
$702K
AA
1485
Argent Advisors
Louisiana
$702K
CPA
1486
Capital Planning Advisors
California
$695K -$1.35M -12,647 -66%
SVWAG
1487
Sound View Wealth Advisors Group
Georgia
$693K -$318K -2,978 -31%
FPB
1488
First PREMIER Bank
South Dakota
$692K -$1.81K -17 -0.3%
LCC
1489
Lincoln Capital Corp
Rhode Island
$687K
BLC
1490
Brown, Lisle/Cummings
Rhode Island
$687K +$107 +1 +0%
GCA
1491
Gradient Capital Advisors
California
$682K +$107 +1 +0%
TI
1492
Truepoint Inc
Ohio
$681K +$38.1K +357 +6%
TFGT
1493
TS Financial Group (TSFG)
Illinois
$680K -$534K -5,007 -44%
TVAMP
1494
Tennessee Valley Asset Management Partners
Tennessee
$678K -$27.6K -259 -4%
OAS
1495
Optivise Advisory Services
Tennessee
$677K +$677K +6,351 New
WE
1496
Wealth Effects
Massachusetts
$677K -$66.2K -621 -9%
FCM
1497
Firestone Capital Management
Florida
$677K +$960 +9 +0.1%
OWA
1498
Outlook Wealth Advisors
Texas
$676K -$5.5K -52 -0.8%
WCM
1499
WealthBridge Capital Management
Ohio
$676K -$35.5K -333 -5%
SPIO
1500
Seven Post Investment Office
California
$672K