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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 %
CWA
1876
Clarity Wealth Advisors
California
$380K
GIA
1877
Goodwin Investment Advisory
Georgia
$379K
MPW
1878
Monterey Private Wealth
California
$378K +$936 +8 +0.2%
CHAM
1879
Clear Harbor Asset Management
Connecticut
$376K +$5.15K +44 +1%
PG
1880
Patten Group
Tennessee
$375K -$71.8K -614 -16%
HDIM
1881
Hanson & Doremus Investment Management
Vermont
$373K
FC
1882
Forte Capital
New York
$372K +$1.05K +9 +0.3%
AFG
1883
Argent Financial Group
Louisiana
$371K +$371K +3,168 New
TRIA
1884
Trail Ridge Investment Advisors
Colorado
$370K -$29.4K -256 -7%
CWM
1885
Castle Wealth Management
Florida
$370K +$4.56K +39 +1%
NCM
1886
Northside Capital Management
Oregon
$369K
GWM
1887
GDS Wealth Management
Texas
$369K +$21.5K +184 +6%
PAM
1888
Pegasus Asset Management
New York
$369K +$369K +3,151 New
MCCP
1889
Mission Creek Capital Partners
California
$368K +$368K +3,147 New
DF
1890
Dunhill Financial
United Kingdom
$368K -$14.7K -126 -4%
SAW
1891
Signal Advisors Wealth
Michigan
$367K +$367K +3,141 New
VA
1892
Vident Advisory
Georgia
$367K +$4.33K +37 +1%
NIWA
1893
New Insight Wealth Advisors
California
$366K -$9.94K -85 -3%
APP
1894
Avantax Planning Partners
Iowa
$366K +$132K +1,129 +57%
DWA
1895
Douglass Winthrop Advisors
New York
$365K +$365K +3,123 New
HCMT
1896
Highland Capital Management (Tennessee)
Tennessee
$365K +$936 +8 +0.3%
TWA
1897
TCI Wealth Advisors
Arizona
$364K +$12.6K +108 +4%
IPAM
1898
Investment Partners Asset Management
New Jersey
$364K -$351 -3 -0.1%
BTW
1899
Boston Trust Walden
Massachusetts
$363K +$8.66K +74 +2%
CA
1900
Carson Advisory
Georgia
$361K +$35K +299 +11%