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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 %
TSMHT
1826
Thurston Springer Miller Herd & Titak
Indiana
$343K +$343K +3,215 New
NIWA
1827
New Insight Wealth Advisors
California
$342K +$8.21K +77 +2%
HDIM
1828
Hanson & Doremus Investment Management
Vermont
$340K
CHAM
1829
Clear Harbor Asset Management
Connecticut
$338K +$9.17K +86 +3%
FC
1830
Forte Capital
New York
$338K
HT
1831
Heritage Trust
Oklahoma
$338K
AQR Capital Management
1832
AQR Capital Management
Connecticut
$337K +$57.8K +542 +21%
NCM
1833
Northside Capital Management
Oregon
$337K
JWS
1834
Juncture Wealth Strategies
Arizona
$337K -$73K -684 -18%
CL
1835
CIM LLC
New York
$335K
SFG
1836
SNS Financial Group
Minnesota
$334K +$1.28K +12 +0.4%
PWS
1837
Peloton Wealth Strategists
Indiana
$334K +$33.6K +315 +11%
FLA
1838
Financial Life Advisors
Texas
$334K -$30.4K -285 -8%
SAM
1839
S.A. Mason
Michigan
$334K +$101K +944 +43%
CWM
1840
Castle Wealth Management
Florida
$333K -$121K -1,130 -27%
IPAM
1841
Investment Partners Asset Management
New Jersey
$332K
HCMT
1842
Highland Capital Management (Tennessee)
Tennessee
$332K
OPWM
1843
Oxinas Partners Wealth Management
Indiana
$332K -$99.7K -935 -23%
HIS
1844
Horizon Investment Services
Indiana
$332K +$107 +1 +0%
AWM
1845
Adams Wealth Management
Utah
$331K +$320 +3 +0.1%
CI
1846
CacheTech Inc
Utah
$331K +$331K +3,105 New
VA
1847
Vident Advisory
Georgia
$330K +$330K +3,098 New
FA
1848
FSA Advisors
Michigan
$329K +$45.9K +430 +16%
RCM
1849
RMR Capital Management
California
$329K
WB
1850
Webster Bank
Connecticut
$329K