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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 %
AWA
1626
Alta Wealth Advisors
Massachusetts
$591K -$415K -3,755 -41%
BOPW
1627
Brandywine Oak Private Wealth
Pennsylvania
$589K -$1.11K -10 -0.2%
SFP
1628
Strategic Financial Planning
Texas
$586K
MA
1629
MONECO Advisors
Connecticut
$585K +$5.97K +54 +1%
SW
1630
SteelPeak Wealth
California
$584K -$1.66K -15 -0.3%
ACA
1631
American Capital Advisory
Idaho
$583K -$135K -1,398 -19%
ST
1632
Somerset Trust
Pennsylvania
$583K +$24.1K +218 +4%
DACG
1633
Donor Advised Charitable Giving
California
$583K -$12.6K -114 -2%
MCM
1634
Monument Capital Management
Virginia
$582K +$582K +5,266 New
AA
1635
Advisory Alpha
Michigan
$580K +$120K +1,086 +26%
PCMC
1636
Planning Capital Management Corporation
Pennsylvania
$579K +$164K +1,482 +39%
CKAIS
1637
Christensen King & Associates Investment Services
Washington
$577K +$61.7K +558 +12%
PFA
1638
Professional Financial Advisors
Nebraska
$577K -$37.1K -336 -6%
AIM
1639
Alhambra Investment Management
Florida
$575K +$332 +3 +0.1%
MSWMA
1640
Market Street Wealth Management Advisors
Indiana
$574K -$200K -1,809 -26%
PA
1641
Procyon Advisors
Connecticut
$570K +$102K +921 +22%
VCP
1642
Vista Capital Partners
Oregon
$570K
SWM
1643
Sterling Wealth Management
Illinois
$567K +$41.9K +379 +8%
BEAM
1644
Baker Ellis Asset Management
Washington
$565K +$86.2K +780 +18%
WPP
1645
Whalerock Point Partners
Rhode Island
$563K -$55.3K -500 -9%
LF
1646
LifeSteps Financial
California
$563K -$5.64K -51 -1%
D
1647
Dentgroup
Louisiana
$561K +$1.66K +15 +0.3%
GAM
1648
Gemmer Asset Management
California
$560K -$105K -951 -16%
DA
1649
Doliver Advisors
Texas
$557K -$221 -2 -0%
WPC
1650
White Pine Capital
Minnesota
$555K -$30.4K -291 -5%