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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 %
LIM
1701
Loudon Investment Management
New Hampshire
$540K +$45.8K +392 +9%
FFA
1702
Founders Financial Alliance
North Carolina
$539K -$14.4K -123 -3%
LFRG
1703
Lazard Frères Gestion
France
$538K
BPC
1704
Banque Pictet & Cie
Switzerland
$538K -$114K -975 -17%
T. Rowe Price Associates
1705
T. Rowe Price Associates
Maryland
$537K
FFG
1706
Foundry Financial Group
New Hampshire
$536K -$34K -291 -6%
HVIA
1707
Hudson Valley Investment Advisors
New York
$536K -$45.1K -386 -8%
FC
1708
Financial Council
Maryland
$535K
CTWM
1709
Cherry Tree Wealth Management
Minnesota
$534K
CWM
1710
Concentrum Wealth Management
California
$533K +$28.9K +247 +6%
NIC
1711
Northwest Investment Counselors
Oregon
$529K
BWM
1712
BigSur Wealth Management
Florida
$526K +$526K +4,500 New
LF
1713
LifeSteps Financial
California
$525K -$71.5K -611 -12%
CWS
1714
Confluence Wealth Services
Pennsylvania
$523K +$171K +1,458 +48%
PCMC
1715
Planning Capital Management Corporation
Pennsylvania
$523K -$76.6K -655 -13%
FPB
1716
First PREMIER Bank
South Dakota
$522K -$236K -2,023 -31%
FA
1717
FC Advisory
Pennsylvania
$522K +$1.4K +12 +0.3%
WPP
1718
Whalerock Point Partners
Rhode Island
$520K +$117 +1 +0%
TFM
1719
Trademark Financial Management
Minnesota
$518K -$11.9K -102 -2%
JC
1720
JB Capital
Connecticut
$517K +$94K +804 +22%
CCT
1721
Capital City Trust
Florida
$516K +$9.94K +85 +2%
MSG
1722
Main Street Group
Virginia
$513K -$15.4K -132 -3%
OC
1723
Oarsman Capital
Wisconsin
$513K +$160K +1,371 +45%
TW
1724
Transform Wealth
Colorado
$513K -$62.6K -535 -11%
NJIM
1725
Nabity-Jensen Investment Management
Nebraska
$512K -$21.9K -187 -4%