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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 %
SWM
1676
Silverlake Wealth Management
Vermont
$466K +$466K +4,370 New
CCT
1677
Capital City Trust
Florida
$462K
VF
1678
VitalStone Financial
Texas
$461K -$1.56M -14,614 -77%
PWM
1679
Paulson Wealth Management
Illinois
$460K -$14.2K -133 -3%
ARA
1680
Alexander Randolph Advisory
Virginia
$460K -$1.6K -15 -0.3%
WH
1681
Willner & Heller
California
$459K +$1.6K +15 +0.3%
CWM
1682
Concentrum Wealth Management
California
$459K -$21.4K -201 -4%
TA
1683
TFB Advisors
Kansas
$459K -$320 -3 -0.1%
BFG
1684
Bouchey Financial Group
New York
$459K
HBWM
1685
Hollow Brook Wealth Management
New York
$459K
MWM
1686
Melfa Wealth Management
Massachusetts
$459K +$31.9K +299 +7%
KAH
1687
Kathryn A. Hall
$459K
SFO
1688
Stokes Family Office
Louisiana
$457K -$11.3K -106 -2%
GAMC
1689
Garner Asset Management Corp
Texas
$456K +$960 +9 +0.2%
SVWG
1690
Shared Vision Wealth Group
United States
$454K -$6.19K -58 -1%
FP
1691
Financial Perspectives
Minnesota
$454K +$23.1K +217 +5%
SRC
1692
Sage Rhino Capital
California
$453K
AF
1693
Apollon Financial
South Carolina
$453K -$12.3K -115 -3%
FA
1694
Fermata Advisors
California
$452K +$12.8K +120 +3%
PHIC
1695
Pine Haven Investment Counsel
Massachusetts
$451K
LIM
1696
Loudon Investment Management
New Hampshire
$450K +$66.1K +620 +17%
AWM
1697
Alterna Wealth Management
Texas
$450K +$177K +1,660 +65%
HFA
1698
High Falls Advisors
New York
$450K -$26.7K -250 -6%
KA
1699
Kovack Advisors
Florida
$449K +$449K +4,210 New
PFG
1700
Pinnacle Financial Group
Illinois
$449K +$45.9K +430 +11%