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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 %
GC
1701
Gratus Capital
Georgia
$448K +$128K +1,200 +40%
PWP
1702
Perfromance Wealth Partners
Illinois
$447K -$161K -1,506 -26%
WCM
1703
Weaver Capital Management
Georgia
$447K -$15K -141 -3%
ACM
1704
Argent Capital Management
Missouri
$446K
LCM
1705
Leisure Capital Management
California
$446K
PCA
1706
Peddock Capital Advisors
Massachusetts
$446K
QCM
1707
Quantinno Capital Management
New York
$444K -$137K -1,284 -24%
GWM
1708
Gray Wealth Management
Maine
$439K +$107 +1 +0%
RCP
1709
Rothschild Capital Partners
New York
$438K +$21.4K +201 +5%
AP
1710
Adero Partners
California
$437K
TWC
1711
TD Waterhouse Canada
Ontario, Canada
$437K +$23.4K +221 +6%
PWMG
1712
Private Wealth Management Group
New Jersey
$436K +$78.8K +739 +22%
B
1713
Bensler
Washington
$436K -$1.81K -17 -0.4%
SAS
1714
Stelac Advisory Services
New York
$436K -$15.5K -145 -3%
LMKC
1715
L.M. Kohn & Company
Ohio
$436K -$319K -2,993 -42%
DSC
1716
Duncker Streett & Co
Missouri
$435K +$2.88K +27 +0.7%
1CP
1717
17 Capital Partners
Arizona
$433K +$19K +178 +5%
3AM
1718
3EDGE Asset Management
Florida
$432K -$63.9K -599 -13%
AFO
1719
Allie Family Office
Florida
$432K
PSA
1720
Plum Street Advisors
Louisiana
$432K -$11.6K -109 -3%
WWP
1721
WR Wealth Planners
Missouri
$431K -$25.3K -237 -6%
RC
1722
Roundview Capital
New Jersey
$431K -$3.31K -31 -0.8%
KIA
1723
KCM Investment Advisors
California
$431K -$22.1K -207 -5%
NCM
1724
NCM Capital Management
New Jersey
$430K -$320 -3 -0.1%
LF
1725
Lantz Financial
Illinois
$429K +$1.28K +12 +0.3%