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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 %
AA
1526
Argent Advisors
Louisiana
$727K
ICM
1527
IMS Capital Management
Oregon
$726K -$45.8K -414 -6%
RG
1528
Rathbones Group
United Kingdom
$720K -$71.8K -650 -9%
FPB
1529
First PREMIER Bank
South Dakota
$719K -$1.22K -11 -0.2%
IP
1530
Ignite Planners
California
$717K -$3.61K -33 -0.5%
OWA
1531
Outlook Wealth Advisors
Texas
$713K -$20.6K -186 -3%
KL
1532
KWMG LLC
Kansas
$713K -$205K -1,859 -22%
LCC
1533
Lincoln Capital Corp
Rhode Island
$712K
BLC
1534
Brown, Lisle/Cummings
Rhode Island
$711K +$111 +1 +0%
GCA
1535
Gradient Capital Advisors
California
$707K +$10.2K +92 +1%
LWCFA
1536
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$706K -$3.85K -37 -0.5%
NC
1537
Napatree Capital
Rhode Island
$705K +$82.6K +791 +13%
FCM
1538
Firestone Capital Management
Florida
$700K +$2.98K +27 +0.4%
OFG
1539
Oxford Financial Group
Indiana
$700K +$89.5K +810 +15%
STCOSD
1540
Sageworth Trust Company of South Dakota
South Dakota
$697K +$13.5K +122 +2%
Fisher Asset Management
1541
Fisher Asset Management
Washington
$697K -$317K -2,870 -31%
SPIO
1542
Seven Post Investment Office
California
$696K
VCM
1543
Vivaldi Capital Management
Illinois
$695K -$132K -1,207 -16%
PTB
1544
Pioneer Trust Bank
Oregon
$693K +$2.32K +21 +0.3%
AIS
1545
American Investment Services
Massachusetts
$692K -$20.4K -185 -3%
HWA
1546
Hillcrest Wealth Advisors
New Jersey
$688K
NWM
1547
Napa Wealth Management
California
$688K -$38.9K -352 -5%
SIC
1548
Salem Investment Counselors
North Carolina
$686K -$1.99K -18 -0.3%
BCA
1549
Ballentine Capital Advisors
South Carolina
$685K -$6.14M -56,161 -90%
CM
1550
Columbus Macro
Pennsylvania
$684K -$442 -4 -0.1%