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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 %
SNB
1651
Security National Bank
Nebraska
$495K
PWA
1652
Primoris Wealth Advisors
Florida
$495K
FWI
1653
Facet Wealth Inc
Maryland
$494K +$34.4K +292 +7%
BI
1654
Ballast Inc
Kentucky
$490K +$18.6K +174 +4%
T. Rowe Price Associates
1655
T. Rowe Price Associates
Maryland
$490K -$340K -3,181 -41%
SWM
1656
SeaCrest Wealth Management
New York
$488K -$640 -6 -0.1%
FC
1657
Financial Council
Maryland
$488K
NJIM
1658
Nabity-Jensen Investment Management
Nebraska
$487K
CTWM
1659
Cherry Tree Wealth Management
Minnesota
$487K
LFRG
1660
Lazard Frères Gestion
France
$486K
TFM
1661
Trademark Financial Management
Minnesota
$483K -$119K -1,113 -20%
NIC
1662
Northwest Investment Counselors
Oregon
$482K +$17.7K +166 +4%
C1AG
1663
Client 1st Advisory Group
Florida
$478K -$117K -1,093 -20%
MSG
1664
Main Street Group
Virginia
$478K -$26.8K -253 -5%
BC
1665
Bowman & Company
Wisconsin
$477K +$16.2K +152 +4%
FA
1666
FC Advisory
Pennsylvania
$475K -$9.39K -88 -2%
WPP
1667
Whalerock Point Partners
Rhode Island
$475K -$69.2K -649 -13%
SWM
1668
Sendero Wealth Management
Texas
$474K -$7.04K -66 -1%
BIP
1669
Blueprint Investment Partners
North Carolina
$474K -$54K -506 -10%
HP
1670
Holistic Planning
Texas
$473K -$14.5K -131 -3%
AWA
1671
Acorn Wealth Advisors
Michigan
$471K +$49.8K +467 +12%
MCM
1672
Mitchell Capital Management
Kansas
$470K -$11.3K -106 -2%
CA
1673
CGN Advisors
Kansas
$469K +$96.8K +907 +26%
JHCP
1674
Jackson Hole Capital Partners
Oklahoma
$468K -$9.81K -92 -2%
TC
1675
Truvestments Capital
Florida
$467K +$22.4K +210 +5%