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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 %
SBWIC
1801
Schaper Benz & Wise Investment Counsel
Wisconsin
$419K +$2.87K +26 +0.7%
PFG
1802
Pinnacle Financial Group
Illinois
$417K
AF
1803
Alerus Financial
North Dakota
$417K
CWP
1804
Concord Wealth Partners
Virginia
$413K +$3.76K +34 +0.9%
FGAM
1805
Financial Gravity Asset Management
Texas
$413K -$9.18M -83,996 -96%
TA
1806
TruWealth Advisors
Louisiana
$409K -$442 -4 -0.1%
CAM
1807
Clark Asset Management
New Hampshire
$409K +$29.2K +264 +8%
KCM
1808
Kathmere Capital Management
Pennsylvania
$407K +$107K +969 +36%
ST
1809
Sentinel Trust
Texas
$406K
IFS
1810
Ifrah Financial Services
Arkansas
$405K +$8.62K +78 +2%
FFP
1811
FourThought Financial Partners
Florida
$405K -$11.8K -107 -3%
GWS
1812
Glassman Wealth Services
Virginia
$405K
GIA
1813
Guyasuta Investment Advisors
Pennsylvania
$405K
CICC
1814
Capital Investment Counsel (Colorado)
Colorado
$404K +$144K +1,302 +55%
IA
1815
Inspire Advisors
Idaho
$403K -$9.95K -90 -2%
NFG
1816
Nadler Financial Group
Illinois
$402K +$44.8K +405 +13%
BONH
1817
Bank of New Hampshire
New Hampshire
$402K +$262K +2,370 +187%
AWG
1818
Altus Wealth Group
Colorado
$399K -$10.9K -99 -3%
IWP
1819
IAG Wealth Partners
Wisconsin
$399K
SL
1820
Sentry LLC
Tennessee
$398K
LIM
1821
Loudon Investment Management
New Hampshire
$398K +$398K +3,603 New
IWN
1822
Independent Wealth Network
Iowa
$398K +$1.33K +12 +0.3%
KWS
1823
Keystone Wealth Services
California
$396K +$2.32K +21 +0.6%
ACM
1824
AlphaStar Capital Management
North Carolina
$392K +$37.6K +340 +11%
AWM
1825
Avondale Wealth Management
Texas
$391K +$75.2K +680 +24%