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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 %
MMHP
1851
Murphy Middleton Hinkle & Parker
Georgia
$329K
HF
1852
HRT Financial
New York
$327K +$327K +3,075 New
BBWP
1853
Beacon Bridge Wealth Partners
Pennsylvania
$326K -$194K -1,815 -37%
AAP
1854
Arax Advisory Partners
Colorado
$326K +$747 +7 +0.2%
PIFP
1855
Partners in Financial Planning
Virginia
$325K +$107 +1 +0%
BTW
1856
Boston Trust Walden
Massachusetts
$324K
BA
1857
Ballast Advisors
Minnesota
$322K -$111K -1,040 -26%
OC
1858
Oarsman Capital
Wisconsin
$322K +$2.99K +28 +0.9%
CWS
1859
Confluence Wealth Services
Pennsylvania
$321K +$1.07K +10 +0.3%
NCG
1860
Newport Capital Group
New Jersey
$321K +$321K +3,009 New
RFWA
1861
RPg Family Wealth Advisory
Massachusetts
$320K
TWA
1862
TCI Wealth Advisors
Arizona
$320K +$9.92K +93 +3%
RC
1863
Rovin Capital
Arizona
$320K +$120K +1,127 +60%
SAM
1864
Selway Asset Management
$320K
Fayez Sarofim & Co
1865
Fayez Sarofim & Co
Texas
$320K
PWS
1866
Peterson Wealth Services
Utah
$319K -$33.7K -316 -10%
KWM
1867
KFG Wealth Management
Indiana
$318K +$17.4K +163 +6%
GWM
1868
GDS Wealth Management
Texas
$317K -$95K -891 -23%
HWMA
1869
Heritage Wealth Management (Arizona)
Arizona
$317K -$9.6K -90 -3%
HFO
1870
Heritage Family Offices
Arizona
$317K +$317K +2,970 New
SMI
1871
Shelter Mutual Insurance
Missouri
$316K
DP
1872
DDD Partners
Washington
$316K -$3.31K -31 -1%
JWM
1873
JGP Wealth Management
Oregon
$315K -$38.4K -360 -11%
PP
1874
Patten & Patten
Tennessee
$315K +$640 +6 +0.2%
WIC
1875
Woodmont Investment Counsel
Tennessee
$315K