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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 %
CIA
1601
Compass Ion Advisors
Pennsylvania
$613K +$3.43K +31 +0.6%
EWM
1602
Endowment Wealth Management
Wisconsin
$612K +$88.7K +803 +17%
AAMC
1603
Asset Allocation & Management Company
Illinois
$612K
CCWM
1604
Correct Capital Wealth Management
Missouri
$612K -$207K -1,871 -25%
MCM
1605
McRae Capital Management
New Jersey
$611K +$7.07K +64 +1%
AIFAIM
1606
American Institute for Advanced Investment Management
Arizona
$607K +$180K +1,631 +42%
RA
1607
Ruggaard & Associates
Ohio
$606K
CB
1608
CNB Bank
Pennsylvania
$604K
GAA
1609
Global Assets Advisory
Florida
$604K +$604K +66,072 New
WAL
1610
W Advisors LLC
Tennessee
$603K +$5.97K +54 +1%
QCM
1611
Quantinno Capital Management
New York
$602K -$121K -1,095 -17%
BWA
1612
Bordeaux Wealth Advisors
California
$600K +$130K +1,177 +28%
VWM
1613
Venturi Wealth Management
Texas
$600K -$139K -1,260 -19%
IWP
1614
Invenio Wealth Partners
Florida
$599K -$167K -1,514 -22%
TC
1615
Trust Company
Kansas
$599K -$29.1K -263 -5%
FM
1616
Family Management
New York
$598K
TA
1617
TrueWealth Advisors
Alabama
$596K -$31.2K -282 -5%
ANBTV
1618
American National Bank & Trust (Virginia)
Virginia
$596K +$596K +5,390 New
HPM
1619
Hoxton Planning & Management
West Virginia
$596K -$9.95K -90 -2%
EB
1620
Exchange Bank
California
$596K -$1.55K -14 -0.3%
HPA
1621
High Probability Advisors
New York
$595K
SAM
1622
SP Asset Management
California
$595K +$111 +1 +0%
RRWA
1623
Rainey & Randall Wealth Advisors
Florida
$594K +$1.75K +16 +0.3%
WCWM
1624
Willow Creek Wealth Management
California
$593K
LWM
1625
Lyell Wealth Management
California
$592K -$180K -1,625 -23%