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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 %
ORC
1851
O'Rourke & Company
Massachusetts
$366K
PWS
1852
Peterson Wealth Services
Utah
$365K -$42.1K -381 -10%
BFG
1853
Berger Financial Group
Minnesota
$364K +$2.65K +24 +0.7%
SCM
1854
Sage Capital Management
New Jersey
$361K +$663 +6 +0.2%
FRA
1855
Frank Rimerman Advisors
California
$361K
FAM
1856
Formidable Asset Management
Ohio
$360K -$995 -9 -0.3%
SWM
1857
Segment Wealth Management
Texas
$360K -$5.53K -50 -2%
PAWA
1858
Palo Alto Wealth Advisors
California
$358K +$1.11K +10 +0.3%
MAG
1859
M3 Advisory Group
Massachusetts
$358K +$5.19K +47 +1%
FEG
1860
Fund Evaluation Group
Ohio
$357K
SEP
1861
Southland Equity Partners
Missouri
$357K -$9.17K -83 -3%
BCMLT
1862
Beacon Capital Management LLC (Tennessee)
Tennessee
$352K -$82.1K -743 -19%
GSIAS
1863
Garden State Investment Advisory Services
New Jersey
$352K +$136K +1,243 +63%
HDIM
1864
Hanson & Doremus Investment Management
Vermont
$352K +$44.9K +406 +15%
HT
1865
Heritage Trust
Oklahoma
$350K
FC
1866
Forte Capital
New York
$350K
NCM
1867
Northside Capital Management
Oregon
$349K
ACI
1868
Alpha Cubed Investments
California
$348K +$33.9K +307 +11%
SSA
1869
Schonfeld Strategic Advisors
New York
$347K -$4.63M -41,854 -93%
PD
1870
Planning Directions
Pennsylvania
$347K +$88.5K +801 +34%
NIWA
1871
New Insight Wealth Advisors
California
$346K +$5.64K +51 +2%
SFG
1872
SNS Financial Group
Minnesota
$345K +$12.4K +112 +4%
IPAM
1873
Investment Partners Asset Management
New Jersey
$344K +$2.43K +22 +0.7%
HCMT
1874
Highland Capital Management (Tennessee)
Tennessee
$344K +$22.8K +206 +7%
HIS
1875
Horizon Investment Services
Indiana
$344K -$22.9K -207 -6%