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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 %
TWP
1551
Tempus Wealth Planning
California
$609K -$99K -928 -14%
SAI
1552
Savvy Advisors Inc
New York
$608K +$150K +1,406 +33%
RIA
1553
RPG Investment Advisory
California
$606K +$124K +1,164 +26%
BW
1554
BIP Wealth
Georgia
$605K -$10.5K -98 -2%
LCM
1555
Lazari Capital Management
California
$605K +$960 +9 +0.2%
GHAM
1556
Gilman Hill Asset Management
Connecticut
$605K
AAM
1557
Ameraudi Asset Management
New York
$605K +$605K +5,670 New
CIBC Asset Management
1558
CIBC Asset Management
Ontario, Canada
$602K
SGCA
1559
Steel Grove Capital Advisors
Tennessee
$599K +$4.16K +39 +0.7%
NSIM
1560
North Star Investment Management
Illinois
$598K +$320 +3 +0.1%
HAS
1561
Holland Advisory Services
Florida
$597K -$420K -3,940 -41%
MCM
1562
McRae Capital Management
New Jersey
$597K +$7.36K +69 +1%
S
1563
Sunpointe
Missouri
$597K +$64.2K +602 +12%
DACG
1564
Donor Advised Charitable Giving
California
$596K +$33.6K +315 +6%
BPC
1565
Banque Pictet & Cie
Switzerland
$595K -$389K -3,650 -40%
AAMC
1566
Asset Allocation & Management Company
Illinois
$591K
I
1567
INVST
Indiana
$589K +$70.8K +669 +14%
AWA
1568
Alta Wealth Advisors
Massachusetts
$586K +$16.4K +154 +3%
CB
1569
CNB Bank
Pennsylvania
$585K +$2.13K +20 +0.4%
SAM
1570
SP Asset Management
California
$585K +$10.9K +102 +2%
FMTC
1571
Farmers & Merchants Trust Company
California
$584K +$168K +1,578 +40%
LWM
1572
Lakeridge Wealth Management
Ohio
$584K -$63.8K -598 -10%
SA
1573
SpiderRock Advisors
Delaware
$582K +$117K +1,095 +25%
SW
1574
SteelPeak Wealth
California
$580K +$16.6K +156 +3%
RRWA
1575
Rainey & Randall Wealth Advisors
Florida
$580K +$1.39K +13 +0.2%