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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 %
S
1651
Sunpointe
Missouri
$552K +$7.85K +71 +1%
TW
1652
Transform Wealth
Colorado
$551K +$114K +1,029 +26%
CIAS
1653
CBIZ Investment Advisory Services
Ohio
$551K +$55.2K +499 +11%
LWMG
1654
Levy Wealth Management Group
Pennsylvania
$550K
HVIA
1655
Hudson Valley Investment Advisors
New York
$549K
CWS
1656
Cypress Wealth Services
California
$547K -$199K -1,797 -27%
BIP
1657
Blueprint Investment Partners
North Carolina
$547K +$160K +1,450 +41%
AUB
1658
Atlantic Union Bankshares
Virginia
$546K +$82.4K +746 +18%
NPP
1659
New Potomac Partners
Maryland
$546K +$2.32K +21 +0.4%
Jane Street
1660
Jane Street
New York
$546K -$111M -1,001,969 -100%
AP
1661
Appleton Partners
Massachusetts
$545K -$1.22K -11 -0.2%
ACM
1662
Andina Capital Management
Utah
$544K +$20.2K +183 +4%
PWM
1663
Palumbo Wealth Management
New York
$541K +$153K +1,387 +40%
KTA
1664
Keeley-Teton Advisors
Illinois
$540K +$137K +1,240 +34%
BBWP
1665
Beacon Bridge Wealth Partners
Pennsylvania
$538K -$482K -4,363 -47%
LSA
1666
Lion Street Advisors
Texas
$538K
SAM
1667
Strategy Asset Managers
California
$538K -$28.1K -254 -5%
FI
1668
Financial Insights
Washington
$537K
DIP
1669
DT Investment Partners
Pennsylvania
$536K +$12.2K +110 +2%
I
1670
INVST
Indiana
$536K -$111K -1,011 -17%
WFA
1671
Wells Financial Advisors
Massachusetts
$533K -$354K -3,200 -40%
WFA
1672
WMG Financial Advisors
Tennessee
$533K
HWA
1673
Heartwood Wealth Advisors
Virginia
$530K +$60K +543 +13%
RZH
1674
Relyea Zuckerberg Hanson
Connecticut
$528K
HCMG
1675
Howard Capital Management Group
California
$527K +$527K +4,768 New