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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 %
BFC
1601
Bedel Financial Consulting
Indiana
$672K +$672K +5,744 New
SWM
1602
Sendero Wealth Management
Texas
$671K +$151K +1,291 +29%
Russell Investments Group
1603
Russell Investments Group
United Kingdom
$670K +$267K +2,283 +66%
LWM
1604
Lakeridge Wealth Management
Ohio
$666K +$25.8K +221 +4%
FNA
1605
First National Advisers
Nebraska
$665K +$52.3K +447 +9%
LCM
1606
Lazari Capital Management
California
$665K +$1.17K +10 +0.2%
GHAM
1607
Gilman Hill Asset Management
Connecticut
$663K
AAM
1608
Ameraudi Asset Management
New York
$663K
JBA
1609
Johnson Bixby & Associates
Washington
$662K -$147K -1,258 -18%
CIBC Asset Management
1610
CIBC Asset Management
Ontario, Canada
$660K
WAL
1611
W Advisors LLC
Tennessee
$658K -$11.6K -99 -2%
EP
1612
EPIQ Partners
Minnesota
$658K +$330K +2,822 +101%
AAMC
1613
Asset Allocation & Management Company
Illinois
$648K
BFA
1614
Beacon Financial Advisory
Ohio
$646K -$63.7K -545 -9%
RRWA
1615
Rainey & Randall Wealth Advisors
Florida
$646K +$9.71K +83 +2%
SEEDPG
1616
S.E.E.D. Planning Group
New York
$644K +$99.9K +854 +18%
VCP
1617
Vista Capital Partners
Oregon
$644K -$38.1K -326 -6%
NB
1618
Nicolet Bankshares
Wisconsin
$642K -$34.7K -297 -5%
MWM
1619
Mosley Wealth Management
California
$642K +$64.7K +557 +11%
SAM
1620
SP Asset Management
California
$641K +$117 +1 +0%
HPM
1621
Hoxton Planning & Management
West Virginia
$640K +$6.78K +58 +1%
CB
1622
CNB Bank
Pennsylvania
$639K -$2.34K -20 -0.4%
AWA
1623
Alta Wealth Advisors
Massachusetts
$637K -$5.5K -47 -0.9%
DACG
1624
Donor Advised Charitable Giving
California
$636K -$17.8K -152 -3%
KTA
1625
Keeley-Teton Advisors
Illinois
$635K +$7.72K +66 +1%