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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 %
MFG
1776
Mosaic Financial Group
Illinois
$442K +$442K +4,000 New
TWC
1777
TD Waterhouse Canada
Ontario, Canada
$442K +$17K +150 +4%
IIC
1778
Ironwood Investment Counsel
Arizona
$441K +$9.4K +85 +2%
TSWM
1779
Tyler-Stone Wealth Management
Ohio
$440K +$33.8K +306 +8%
AWA
1780
Acorn Wealth Advisors
Michigan
$437K -$6.85K -62 -2%
OWA
1781
Octavia Wealth Advisors
Ohio
$434K -$10.5K -95 -2%
AWA
1782
Archvest Wealth Advisors
California
$432K +$219 +2 +0.1%
RCP
1783
Rothschild Capital Partners
New York
$431K +$431K +3,902 New
FMTC
1784
Farmers & Merchants Trust Company
California
$431K
1CP
1785
17 Capital Partners
Arizona
$429K +$429K +3,882 New
KA
1786
Kooman & Associates
Pennsylvania
$429K +$111 +1 +0%
SAM
1787
Seelaus Asset Management
New Jersey
$428K -$56.6K -512 -12%
HWM
1788
Howard Wealth Management
Connecticut
$428K -$57.5K -520 -12%
AA
1789
Aufman Associates
Pennsylvania
$428K +$774 +7 +0.2%
GWM
1790
GDS Wealth Management
Texas
$427K -$183K -1,654 -30%
NP
1791
Nilsine Partners
Colorado
$427K -$21.9K -198 -5%
RFA
1792
Rollins Financial Advisors
New York
$426K -$42.5K -385 -9%
MPW
1793
MGO Private Wealth
California
$425K -$63.7K -576 -13%
JWS
1794
Juncture Wealth Strategies
Arizona
$424K -$71.1K -643 -14%
PG
1795
Patten Group
Tennessee
$424K -$15.4K -139 -3%
FWI
1796
Facet Wealth Inc
Maryland
$423K +$22.7K +210 +6%
AWA
1797
Arbor Wealth Advisors
Michigan
$423K -$51.9K -470 -11%
CPBTD
1798
Central Pacific Bank - Trust Division
Hawaii
$422K +$422K +3,856 New
WTB
1799
Washington Trust Bank
Washington
$421K -$137K -1,242 -25%
HGERS
1800
Householder Group Estate & Retirement Specialist
Arizona
$421K +$995 +9 +0.2%