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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 %
BWA
1726
Beam Wealth Advisors
Louisiana
$475K +$247K +2,231 +108%
KAH
1727
Kathryn A. Hall
$475K -$1.56M -14,150 -77%
WH
1728
Willner & Heller
California
$474K +$2.43K +22 +0.5%
SAI
1729
Savvy Advisors Inc
New York
$474K +$24.2K +219 +5%
RIL
1730
Rothschild Investment LLC
Illinois
$474K
WWP
1731
WR Wealth Planners
Missouri
$473K -$52.8K -478 -10%
HC
1732
Hourglass Capital
Texas
$471K +$471K +4,265 New
HAIM
1733
Hunter Associates Investment Management
Pennsylvania
$471K -$11.1K -100 -2%
GAMC
1734
Garner Asset Management Corp
Texas
$471K +$66.4K +601 +16%
CWM
1735
Castle Wealth Management
Florida
$470K -$221 -2 -0%
SRC
1736
Sage Rhino Capital
California
$470K
KIA
1737
KCM Investment Advisors
California
$469K -$60.6K -548 -11%
HSG
1738
Helen Stephens Group
Texas
$469K -$226K -2,048 -33%
SAS
1739
Stelac Advisory Services
New York
$468K +$77.3K +699 +20%
PHIC
1740
Pine Haven Investment Counsel
Massachusetts
$468K
SMG
1741
Smart Money Group
Texas
$467K +$96.5K +924 +26%
OAM
1742
Occidental Asset Management
California
$466K -$61.1K -553 -12%
WP
1743
WealthPLAN Partners
Nebraska
$465K +$32.7K +296 +8%
ACM
1744
Argent Capital Management
Missouri
$463K
GLA
1745
Great Lakes Advisors
Illinois
$462K +$462K +4,184 New
LCM
1746
Leisure Capital Management
California
$462K
PCA
1747
Peddock Capital Advisors
Massachusetts
$462K
SA
1748
SpiderRock Advisors
Delaware
$461K +$461K +4,361 New
TC
1749
Truvestments Capital
Florida
$461K -$36.5K -330 -7%
LA
1750
LexAurum Advisors
Kansas
$460K +$6.96K +63 +2%