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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 %
IWN
1776
Independent Wealth Network
Iowa
$387K +$2.77K +26 +0.7%
JC
1777
JB Capital
Connecticut
$386K +$84.6K +793 +28%
ACM
1778
AlphaStar Capital Management
North Carolina
$385K +$6.61K +62 +2%
SL
1779
Sentry LLC
Tennessee
$384K
AWAG
1780
ARS Wealth Advisors Group
Florida
$384K +$6.93K +65 +2%
OWA
1781
Octavia Wealth Advisors
Ohio
$384K -$34.8K -326 -8%
WQ
1782
Wealth Quarterback
New Jersey
$383K +$8.85K +83 +2%
MWM
1783
Merriman Wealth Management
Washington
$382K -$5.16M -48,417 -93%
PAMG
1784
Patton Albertson Miller Group
Tennessee
$381K -$92.7K -869 -20%
WAG
1785
Wiser Advisor Group
Arizona
$380K +$12.8K +120 +3%
SC
1786
Sinecera Capital
Texas
$377K
CFO
1787
Collective Family Office
Pennsylvania
$377K +$146K +1,368 +63%
FAG
1788
Fortitude Advisory Group
Washington
$374K -$53K -497 -12%
SFC
1789
Strategic Financial Concepts
Texas
$373K +$362K +280,793 +3,330%
FM
1790
Foster & Motley
Ohio
$373K -$56.3K -528 -13%
RLWM
1791
RF&L Wealth Management
Massachusetts
$372K
TRIA
1792
Trail Ridge Investment Advisors
Colorado
$371K -$1.92K -18 -0.5%
HFM
1793
Hartford Financial Management
Connecticut
$371K
DWP
1794
Daymark Wealth Partners
Ohio
$370K +$370K +3,472 New
Russell Investments Group
1795
Russell Investments Group
United Kingdom
$368K +$282K +2,646 +330%
CICC
1796
Capital Investment Counsel (Colorado)
Colorado
$367K -$22.5K -211 -6%
PD
1797
Planning Directions
Pennsylvania
$365K +$30.4K +285 +9%
IWP
1798
IAG Wealth Partners
Wisconsin
$365K -$19.8K -186 -5%
SWMP
1799
Signature Wealth Management Partners
New Jersey
$364K +$2.24K +21 +0.6%
NFG
1800
Nadler Financial Group
Illinois
$363K -$24.9K -233 -6%