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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 %
KAM
1501
Kraft Asset Management
Tennessee
$825K -$37.1K -317 -4%
PCS
1502
Personal CFO Solutions
New Jersey
$822K +$12.3K +105 +2%
WPC
1503
Waters Parkerson & Co
Louisiana
$821K +$27.1K +232 +3%
PFG
1504
PAX Financial Group
Texas
$816K -$574K -4,907 -41%
IA
1505
Insight Advisors
Pennsylvania
$808K -$30.8K -263 -4%
EB
1506
Emprise Bank
Kansas
$807K
SVWAG
1507
Sound View Wealth Advisors Group
Georgia
$805K +$44.9K +384 +6%
QCM
1508
Quantinno Capital Management
New York
$802K +$315K +2,697 +65%
CM
1509
Columbus Macro
Pennsylvania
$800K -$9.94K -85 -1%
CSWM
1510
Cassady Schiller Wealth Management
Ohio
$798K -$17K -145 -2%
BWM
1511
BKM Wealth Management
Wisconsin
$796K +$5.15K +44 +0.7%
WPW
1512
Watershed Private Wealth
Illinois
$796K -$168K -1,440 -17%
Invesco
1513
Invesco
Georgia
$794K -$65.1K -557 -8%
WLIM
1514
White Lighthouse Investment Management
Massachusetts
$794K +$8.66K +74 +1%
MSFS
1515
Main Street Financial Solutions
Pennsylvania
$791K +$351 +3 +0%
SCA
1516
Stokes Capital Advisors
South Carolina
$791K -$95.6K -817 -11%
TWG
1517
The Wealth Group
Minnesota
$787K -$2.69K -23 -0.3%
CFG
1518
Cooper Financial Group
California
$786K -$49.5K -423 -6%
TVAMP
1519
Tennessee Valley Asset Management Partners
Tennessee
$784K +$42.6K +365 +6%
SFG
1520
Sather Financial Group
Texas
$783K
SM
1521
Sensible Money
Arizona
$783K -$298K -2,551 -28%
RIA
1522
RPG Investment Advisory
California
$780K +$115K +985 +17%
LMKC
1523
L.M. Kohn & Company
Ohio
$779K +$301K +2,574 +63%
PI
1524
Parkside Investments
Illinois
$778K -$122K -1,046 -14%
WE
1525
Wealth Effects
Massachusetts
$778K +$35.1K +300 +5%