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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 %
CP
1576
Creekside Partners
California
$712K +$1.05K +9 +0.1%
AAG
1577
Armstrong Advisory Group
Massachusetts
$709K -$22.7K -194 -3%
BA
1578
Brightwater Advisory
Florida
$707K +$5.5K +47 +0.8%
WCWM
1579
Willow Creek Wealth Management
California
$705K
DSA
1580
Droms Strauss Advisors
Missouri
$704K -$9.94K -85 -1%
IIA
1581
Integral Investment Advisors
California
$701K +$4.68K +40 +0.7%
SFP
1582
Shepherd Financial Partners
Massachusetts
$697K -$19.4K -166 -3%
HA
1583
HFG Advisors
Ohio
$696K -$3.86K -33 -0.6%
HWA
1584
Hillcrest Wealth Advisors
New Jersey
$696K -$32K -274 -4%
AIFAIM
1585
American Institute for Advanced Investment Management
Arizona
$693K +$61.9K +529 +10%
EFG
1586
Elios Financial Group
Ohio
$693K +$693K +5,922 New
JCM
1587
Janney Capital Management
Pennsylvania
$692K -$1.87K -16 -0.3%
NA
1588
Navellier & Associates
Nevada
$691K
FNBTCON
1589
First National Bank & Trust Co of Newtown
Pennsylvania
$689K
ClearBridge Investments
1590
ClearBridge Investments
New York
$689K +$20.8K +178 +3%
MWM
1591
McNaughton Wealth Management
California
$686K -$19.3K -165 -3%
GAM
1592
Gemmer Asset Management
California
$685K +$101K +861 +17%
LWM
1593
Liberty Wealth Management
California
$685K -$27.9M -238,132 -98%
MCM
1594
McRae Capital Management
New Jersey
$684K +$29.6K +253 +5%
ZF
1595
Zega Financial
Florida
$681K +$681K +5,819 New
KA
1596
Kearns & Associates
California
$679K
HCA
1597
Horan Capital Advisors
Ohio
$678K
BW
1598
BIP Wealth
Georgia
$677K +$13.3K +114 +2%
ICM
1599
IMS Capital Management
Oregon
$675K +$117 +1 +0%
GJIA
1600
Glass Jacobson Investment Advisors
Maryland
$672K +$2.57K +22 +0.4%