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iShares Core S&P Small-Cap ETF

2,363 hedge funds and large institutions have $61.1B invested in iShares Core S&P Small-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 165 funds opening new positions, 1,119 increasing their positions, 804 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,363
Holders Change
+74
Holders Change %
+3.23%
% of All Funds
34.18%
Holding in Top 10
329
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+5.11%
% of All Funds
4.76%
New
165
Increased
1,119
Reduced
804
Closed
69
Calls
$118M
Puts
$77.5M
Net Calls
+$40.3M
Net Calls Change
-$27.6M
Name Holding Trade Value Shares
Change
Shares
Change %
BWA
1676
Bordeaux Wealth Advisors
California
$559K -$10.9K -93 -2%
RZH
1677
Relyea Zuckerberg Hanson
Connecticut
$559K
FWI
1678
Facet Wealth Inc
Maryland
$559K +$78.6K +688 +16%
PIA
1679
Powell Investment Advisors
Florida
$558K +$117K +999 +26%
TNB
1680
Thomasville National Bank
Georgia
$558K
SPW
1681
Sonoma Private Wealth
California
$558K +$278K +2,374 +99%
DIP
1682
DT Investment Partners
Pennsylvania
$556K
CMP
1683
Courage Miller Partners
Virginia
$555K -$936 -8 -0.2%
SAS
1684
Stelac Advisory Services
New York
$554K +$75.9K +649 +16%
SWM
1685
Sterling Wealth Management
Illinois
$554K -$28K -239 -5%
SIC
1686
Salem Investment Counselors
North Carolina
$553K +$5.73K +49 +1%
BC
1687
Bowman & Company
Wisconsin
$551K +$27.8K +238 +5%
BB
1688
Berkshire Bank
Massachusetts
$550K -$5.85K -50 -1%
Fisher Asset Management
1689
Fisher Asset Management
Washington
$549K -$2.8M -23,943 -84%
CPA
1690
Clear Point Advisors
New York
$549K +$1.05K +9 +0.2%
DA
1691
Doliver Advisors
Texas
$548K -$42.2K -361 -7%
HCMG
1692
Howard Capital Management Group
California
$547K
SC
1693
Sierra Capital
Florida
$544K -$239K -2,045 -31%
SNB
1694
Security National Bank
Nebraska
$543K
SMAM
1695
Sugar Maple Asset Management
Wisconsin
$542K +$542K +4,637 New
SWM
1696
Silverlake Wealth Management
Vermont
$542K +$31.1K +266 +6%
RC
1697
Roundview Capital
New Jersey
$541K +$68.8K +588 +15%
BCM
1698
BTC Capital Management
Iowa
$541K -$16.1K -138 -3%
PWA
1699
Primoris Wealth Advisors
Florida
$540K -$2.34K -20 -0.4%
MA
1700
Modus Advisors
Minnesota
$540K -$459K -3,922 -46%