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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 %
CMP
1676
Courage Miller Partners
Virginia
$526K -$35K -317 -6%
BB
1677
Berkshire Bank
Massachusetts
$526K -$61.1K -553 -10%
CPA
1678
Clear Point Advisors
New York
$525K +$1.33K +12 +0.3%
BW
1679
Bison Wealth
Georgia
$524K -$7.96K -72 -1%
KSWA
1680
Kathleen S. Wright Associates
Pennsylvania
$524K -$2.1K -19 -0.4%
MSG
1681
Main Street Group
Virginia
$523K +$33.8K +309 +7%
WAG
1682
Winthrop Advisory Group
Massachusetts
$521K -$73M -660,430 -99%
G
1683
GenTrust
Florida
$521K -$32.6K -295 -6%
TPWA
1684
Twin Peaks Wealth Advisors
California
$518K +$16K +145 +3%
ACM
1685
Advisors Capital Management
New Jersey
$518K -$219K -1,978 -30%
3AM
1686
3EDGE Asset Management
Florida
$514K +$514K +4,652 New
SNB
1687
Security National Bank
Nebraska
$513K
PWA
1688
Primoris Wealth Advisors
Florida
$513K +$111 +1 +0%
FFA
1689
Founders Financial Alliance
North Carolina
$513K +$80.9K +732 +19%
BCM
1690
BTC Capital Management
Iowa
$511K +$511K +4,625 New
MWM
1691
Mosley Wealth Management
California
$511K +$44K +398 +9%
LFRG
1692
Lazard Frères Gestion
France
$509K
TLFA
1693
True Link Financial Advisors
California
$507K +$151K +1,364 +42%
SWM
1694
SeaCrest Wealth Management
New York
$506K +$20.7K +187 +4%
FC
1695
Financial Council
Maryland
$505K +$121K +1,093 +31%
NJIM
1696
Nabity-Jensen Investment Management
Nebraska
$505K
CTWM
1697
Cherry Tree Wealth Management
Minnesota
$504K
FA
1698
FC Advisory
Pennsylvania
$502K -$20.6K -186 -4%
RIA
1699
RPG Investment Advisory
California
$499K +$110K +998 +28%
SWM
1700
Sendero Wealth Management
Texas
$498K -$60.6K -548 -11%