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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 %
HFM
1851
Hartford Financial Management
Connecticut
$407K
LWM
1852
LongView Wealth Management
Georgia
$404K -$41.1K -351 -9%
CI
1853
CacheTech Inc
Utah
$400K +$36.5K +312 +10%
AWM
1854
Adams Wealth Management
Utah
$400K +$36.5K +312 +10%
NFG
1855
Nadler Financial Group
Illinois
$398K
KB
1856
Kimelman & Baird
New York
$398K
PCM
1857
Poehling Capital Management
Wisconsin
$397K
KIA
1858
KCM Investment Advisors
California
$396K -$76K -650 -16%
BBPWM
1859
Blue Bell Private Wealth Management
Pennsylvania
$396K +$10.8K +92 +3%
FAG
1860
Fortitude Advisory Group
Washington
$396K -$14.6K -125 -4%
TSMHT
1861
Thurston Springer Miller Herd & Titak
Indiana
$393K +$16.5K +141 +4%
PWMG
1862
Private Wealth Management Group
New Jersey
$392K -$86.4K -739 -18%
SSWM
1863
Smith Salley Wealth Management
North Carolina
$390K +$5.61K +48 +1%
FM
1864
Foster & Motley
Ohio
$389K -$19.5K -167 -5%
GWS
1865
Glassman Wealth Services
Virginia
$388K
ORC
1866
O'Rourke & Company
Massachusetts
$388K +$234 +2 +0.1%
EHC
1867
Everett Harris & Co
California
$385K -$2.22K -19 -0.6%
PWM
1868
Penobscot Wealth Management
Maine
$385K +$1.29K +11 +0.3%
SCM
1869
Sage Capital Management
New Jersey
$384K +$1.05K +9 +0.3%
WHCFA
1870
William Howard & Co Financial Advisors
Tennessee
$383K
JWS
1871
Juncture Wealth Strategies
Arizona
$382K +$12.7K +109 +3%
FRA
1872
Frank Rimerman Advisors
California
$382K
IWP
1873
IAG Wealth Partners
Wisconsin
$381K -$19.2K -164 -5%
SWM
1874
Segment Wealth Management
Texas
$381K
FCIM
1875
Fairview Capital Investment Management
California
$381K +$381K +3,254 New