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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 %
AFG
1501
Allegheny Financial Group
Pennsylvania
$771K -$130K -1,176 -14%
WE
1502
Wealth Effects
Massachusetts
$770K -$144K -1,306 -16%
LNB
1503
Ledyard National Bank
$770K -$55.5K -502 -7%
KFI
1504
Key Financial Inc
Pennsylvania
$760K -$10.6K -96 -1%
FFL
1505
Financial Freedom LLC
Ohio
$759K +$1.33K +12 +0.2%
Invesco
1506
Invesco
Georgia
$757K -$29.6K -268 -4%
MWA
1507
Motive Wealth Advisors
Michigan
$754K +$518K +4,685 +220%
LCM
1508
LVM Capital Management
Michigan
$753K
BFA
1509
Beacon Financial Advisory
Ohio
$751K -$273K -2,468 -27%
MSFS
1510
Main Street Financial Solutions
Pennsylvania
$747K +$38.8K +351 +5%
BWM
1511
BKM Wealth Management
Wisconsin
$746K -$30.6K -277 -4%
TWP
1512
Total Wealth Planning
Ohio
$746K +$10.4K +94 +1%
COCM
1513
Charter Oak Capital Management
New Hampshire
$745K -$104K -945 -12%
WLIM
1514
White Lighthouse Investment Management
Massachusetts
$744K +$31.5K +285 +4%
WPC
1515
Waters Parkerson & Co
Louisiana
$744K
Wolverine Trading
1516
Wolverine Trading
Illinois
$741K +$741K +6,708 New
PCS
1517
Personal CFO Solutions
New Jersey
$738K +$90.2K +816 +14%
WCM
1518
WealthBridge Capital Management
Ohio
$737K +$332 +3 +0%
SFG
1519
Sather Financial Group
Texas
$737K
TWG
1520
The Wealth Group
Minnesota
$737K -$51K -468 -6%
PCM
1521
Perritt Capital Management
Illinois
$734K +$111 +1 +0%
Deutsche Bank
1522
Deutsche Bank
Germany
$734K -$606K -5,485 -45%
TWP
1523
Tempus Wealth Planning
California
$734K +$440K +3,982 +150%
TVAMP
1524
Tennessee Valley Asset Management Partners
Tennessee
$731K -$3.92M -35,480 -84%
TPI
1525
Trust Point Inc
Wisconsin
$728K +$40.9K +370 +6%