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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 %
LW
1476
Lauer Wealth
Indiana
$879K -$11.5K -100 -1%
MFGM
1477
Marshall Financial Group (Maryland)
Maryland
$878K +$878K +7,510 New
TPW
1478
Transatlantique Private Wealth
New York
$877K -$34.6K -296 -4%
HWM
1479
Hohimer Wealth Management
Washington
$873K
VPP
1480
Vertex Planning Partners
Illinois
$873K -$4.09K -35 -0.5%
LWCFA
1481
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$871K +$118K +1,022 +16%
GKIM
1482
GW&K Investment Management
Massachusetts
$869K +$6.43K +55 +0.7%
GWM
1483
Greenhouse Wealth Management
Connecticut
$868K +$3.27K +28 +0.4%
IIM
1484
Ipswich Investment Management
Massachusetts
$867K +$159K +1,360 +22%
NWMG
1485
National Wealth Management Group
Ohio
$865K -$141K -1,206 -14%
EAM
1486
Empirical Asset Management
Massachusetts
$865K +$28.4K +243 +3%
SHJ
1487
Sharkey, Howes & Javer
Colorado
$864K +$864K +7,388 New
TSS
1488
Two Sigma Securities
New York
$860K +$470K +4,022 +121%
WOSD
1489
WFA of San Diego
California
$855K +$13.6K +116 +2%
HNWA
1490
Henrickson Nauta Wealth Advisors
Michigan
$850K -$136K -1,167 -14%
TCM
1491
Tufton Capital Management
Maryland
$847K -$230K -1,964 -21%
AFG
1492
Allegheny Financial Group
Pennsylvania
$845K -$34.4K -294 -4%
PMFA
1493
Plante Moran Financial Advisors
Michigan
$845K -$165K -1,407 -16%
LWM
1494
Lyell Wealth Management
California
$843K +$216K +1,850 +35%
EFG
1495
Ethos Financial Group
Pennsylvania
$843K -$62.7K -536 -7%
PCA
1496
Pallas Capital Advisors
Massachusetts
$841K +$1.96K +17 +0.2%
Deutsche Bank
1497
Deutsche Bank
Germany
$834K -$3.39K -29 -0.4%
CPA
1498
Cardiff Park Advisors
California
$829K +$2.57K +22 +0.3%
BC
1499
Barrett & Company
Rhode Island
$829K +$117 +1 +0%
PCH
1500
PGIM Custom Harvest
New Jersey
$828K -$86.4K -739 -9%