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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 %
FDCP
1751
Foster Dykema Cabot & Partners
Massachusetts
$457K -$600K -5,428 -57%
IFO
1752
Independent Family Office
New York
$456K +$171K +1,550 +60%
FA
1753
Fermata Advisors
California
$455K +$66.3K +600 +17%
LOPW
1754
Live Oak Private Wealth
North Carolina
$455K +$32.9K +298 +8%
GWM
1755
Gray Wealth Management
Maine
$454K +$111 +1 +0%
B
1756
Bensler
Washington
$454K +$2.1K +19 +0.5%
AP
1757
Adero Partners
California
$453K -$26.1K -236 -5%
TA
1758
TFB Advisors
Kansas
$451K +$451K +4,307 New
RC
1759
Roundview Capital
New Jersey
$450K +$80.4K +727 +22%
SAF
1760
Smith Anglin Financial
Texas
$450K -$99.8K -903 -18%
IC
1761
Innealta Capital
Texas
$449K -$24.3K -220 -5%
LWM
1762
LongView Wealth Management
Georgia
$449K +$7.85K +71 +2%
BA
1763
Ballast Advisors
Minnesota
$448K -$40.6K -367 -8%
DSC
1764
Duncker Streett & Co
Missouri
$447K
AFO
1765
Allie Family Office
Florida
$447K
OPWM
1766
Oxinas Partners Wealth Management
Indiana
$447K -$19.1K -173 -4%
FP
1767
Financial Perspectives
Minnesota
$447K +$69.1K +625 +18%
SCTC
1768
Sanibel Captiva Trust Company
Florida
$447K +$41K +371 +10%
NCM
1769
NCM Capital Management
New Jersey
$446K -$11.1K -100 -2%
FM
1770
Foster & Motley
Ohio
$445K +$40K +362 +10%
LF
1771
Lantz Financial
Illinois
$443K -$21.3K -193 -5%
FAG
1772
Fortitude Advisory Group
Washington
$443K -$63K -570 -12%
MWM
1773
Melfa Wealth Management
Massachusetts
$443K +$443K +4,004 New
OWM
1774
Orgel Wealth Management
Wisconsin
$443K -$30.9K -280 -7%
LG
1775
LAM Group
Oregon
$442K