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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 %
AWM
1876
Adams Wealth Management
Utah
$343K +$343K +3,102 New
ECA
1877
Elevated Capital Advisors
Utah
$342K -$1.29M -11,684 -79%
CGFA
1878
Colton Groome Financial Advisors
North Carolina
$341K -$343K -3,103 -50%
RCM
1879
RMR Capital Management
California
$341K
CHAM
1880
Clear Harbor Asset Management
Connecticut
$341K
BBPWM
1881
Blue Bell Private Wealth Management
Pennsylvania
$341K +$89.9K +813 +36%
WB
1882
Webster Bank
Connecticut
$341K
MMHP
1883
Murphy Middleton Hinkle & Parker
Georgia
$340K
BL
1884
BFSG LLC
California
$339K +$27K +244 +9%
HWMA
1885
Heritage Wealth Management (Arizona)
Arizona
$338K +$35.5K +321 +12%
CWA
1886
Clarity Wealth Advisors
California
$337K +$13.8K +125 +4%
AAP
1887
Arax Advisory Partners
Colorado
$337K -$65.1K -589 -16%
PIFP
1888
Partners in Financial Planning
Virginia
$337K +$90.6K +820 +37%
HIF
1889
Hill Island Financial
Michigan
$336K -$118K -1,072 -26%
SL
1890
Summitry LLC
California
$335K +$335K +3,035 New
TCWM
1891
Total Clarity Wealth Management
Illinois
$335K +$95.9K +868 +40%
BWP
1892
BSW Wealth Partners
Colorado
$335K -$66.2K -599 -16%
BTW
1893
Boston Trust Walden
Massachusetts
$335K
PFA
1894
Petra Financial Advisors
Colorado
$334K +$21.7K +197 +7%
CFA
1895
Capstone Financial Advisors
Illinois
$333K +$12.3K +111 +4%
RFWA
1896
RPg Family Wealth Advisory
Massachusetts
$332K -$61.9K -560 -16%
CWS
1897
Confluence Wealth Services
Pennsylvania
$332K -$7.52K -68 -2%
SCM
1898
Shelton Capital Management
Colorado
$332K
SAM
1899
Selway Asset Management
$332K
GC
1900
Gratus Capital
Georgia
$331K +$11.1K +100 +3%