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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 %
TAM
1776
TCP Asset Management
Ohio
$473K +$239K +2,046 +102%
SHF
1777
Stage Harbor Financial
Massachusetts
$472K -$435K -3,741 -48%
KA
1778
Kooman & Associates
Pennsylvania
$472K +$6.78K +58 +1%
UAG
1779
United Advisor Group
Ohio
$470K +$224K +1,916 +91%
FI
1780
Financial Insights
Washington
$470K -$120K -1,029 -20%
MFG
1781
Mosaic Financial Group
Illinois
$469K +$702 +6 +0.1%
ACI
1782
Alpha Cubed Investments
California
$469K +$11.1K +95 +2%
SAM
1783
S.A. Mason
Michigan
$469K +$103K +880 +28%
I
1784
INVST
Indiana
$469K -$183K -1,564 -28%
SCM
1785
Saxony Capital Management
Missouri
$468K -$84.7K -724 -15%
LG
1786
LAM Group
Oregon
$468K
KWS
1787
Keystone Wealth Services
California
$466K +$5.03K +43 +1%
OWP
1788
ORG Wealth Partners
Texas
$464K +$464K +3,967 New
OWM
1789
Orgel Wealth Management
Wisconsin
$462K +$17.9K +153 +4%
LF
1790
Lantz Financial
Illinois
$462K -$8.31K -71 -2%
WWP
1791
WR Wealth Planners
Missouri
$460K -$12.6K -108 -3%
D
1792
Dentgroup
Louisiana
$459K -$468 -4 -0.1%
SCA
1793
Stonebridge Capital Advisors
Minnesota
$459K +$211K +1,804 +85%
TA
1794
TruWealth Advisors
Louisiana
$458K
VF
1795
VitalStone Financial
Texas
$457K -$48.4K -414 -10%
AWA
1796
Archvest Wealth Advisors
California
$457K +$351 +3 +0.1%
PA
1797
Procyon Advisors
Connecticut
$455K -$136K -1,163 -23%
TLFA
1798
True Link Financial Advisors
California
$455K
AA
1799
Aufman Associates
Pennsylvania
$455K +$1.05K +9 +0.2%
SAM
1800
Seelaus Asset Management
New Jersey
$454K -$2.69K -23 -0.6%