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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 %
HFS
1601
Haverford Financial Services
Pennsylvania
$556K -$245K -2,295 -31%
EB
1602
Exchange Bank
California
$554K -$20.5K -192 -4%
MSWMA
1603
Market Street Wealth Management Advisors
Indiana
$547K -$7.25K -68 -1%
PCMC
1604
Planning Capital Management Corporation
Pennsylvania
$546K -$12.8K -120 -2%
BEAM
1605
Baker Ellis Asset Management
Washington
$546K
ES
1606
ETF Store
Kansas
$544K -$1.91M -17,872 -78%
LF
1607
LifeSteps Financial
California
$544K
LWMG
1608
Levy Wealth Management Group
Pennsylvania
$540K -$2.03K -19 -0.4%
PA
1609
Procyon Advisors
Connecticut
$539K -$11.6K -109 -2%
FI
1610
Financial Insights
Washington
$538K +$19.6K +184 +4%
DA
1611
Doliver Advisors
Texas
$538K -$107 -1 -0%
GAM
1612
Gemmer Asset Management
California
$533K -$7.47K -70 -1%
CIAS
1613
CBIZ Investment Advisory Services
Ohio
$532K +$427 +4 +0.1%
SWM
1614
Sterling Wealth Management
Illinois
$530K -$17.2K -161 -3%
MWM
1615
Mosley Wealth Management
California
$530K +$36.9K +346 +7%
AP
1616
Appleton Partners
Massachusetts
$530K +$3.63K +34 +0.7%
SMG
1617
Smart Money Group
Texas
$529K -$355 -3 -0.1%
CWS
1618
Cypress Wealth Services
California
$527K -$213 -2 -0%
HVIA
1619
Hudson Valley Investment Advisors
New York
$527K
NPP
1620
New Potomac Partners
Maryland
$527K +$107 +1 +0%
TW
1621
Transform Wealth
Colorado
$525K -$6.72K -63 -1%
BW
1622
Bison Wealth
Georgia
$524K
GHA
1623
GW Henssler & Associates
Georgia
$522K -$84.7K -794 -14%
3IP
1624
3Chopt Investment Partners
Virginia
$522K +$522K +4,895 New
HWA
1625
Heartwood Wealth Advisors
Virginia
$521K +$9.49K +89 +2%