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iShares Core S&P Small-Cap ETF

2,598 hedge funds and large institutions have $66.7B invested in iShares Core S&P Small-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 359 funds opening new positions, 1,191 increasing their positions, 802 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,598
Holders Change
+235
Holders Change %
+9.94%
% of All Funds
34.58%
Holding in Top 10
365
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+10.94%
% of All Funds
4.86%
New
359
Increased
1,191
Reduced
802
Closed
69
Calls
$101M
Puts
$30.1M
Net Calls
+$70.7M
Net Calls Change
+$30.4M
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
1876
Melfa Wealth Management
Massachusetts
$506K +$9.45K +82 +2%
BIP
1877
Blueprint Investment Partners
North Carolina
$505K +$11.3K +98 +2%
NJIM
1878
Nabity-Jensen Investment Management
Nebraska
$505K
AIP
1879
ARS Investment Partners
New York
$505K +$101K +879 +25%
WF
1880
WoodTrust Financial
Wisconsin
$500K
SSA
1881
Schonfeld Strategic Advisors
New York
$499K -$7.39M -64,133 -94%
MCM
1882
Mitchell Capital Management
Kansas
$499K +$12.3K +107 +3%
SFFS
1883
Stonehage Fleming Financial Services
Jersey
$498K +$498K +4,320 New
ARA
1884
Alexander Randolph Advisory
Virginia
$497K
HBWM
1885
Hollow Brook Wealth Management
New York
$495K
GAMC
1886
Garner Asset Management Corp
Texas
$495K +$1.5K +13 +0.3%
TW
1887
Transform Wealth
Colorado
$495K -$10.4K -90 -2%
TLFA
1888
True Link Financial Advisors
California
$494K +$45.9K +398 +10%
OWM
1889
Orgel Wealth Management
Wisconsin
$493K +$37.8K +328 +8%
BI
1890
Ballast Inc
Kentucky
$493K -$9.68K -84 -2%
TWM
1891
Trueblood Wealth Management
Ohio
$493K +$148K +1,285 +43%
MWM
1892
Merriman Wealth Management
Washington
$493K +$53.6K +465 +12%
CQWA
1893
Chokshi & Queen Wealth Advisors
California
$492K +$492K +4,273 New
SRC
1894
Sage Rhino Capital
California
$490K
FA
1895
FC Advisory
Pennsylvania
$489K -$24.8K -215 -5%
SFO
1896
Stokes Family Office
Louisiana
$489K +$922 +8 +0.2%
KWS
1897
Keystone Wealth Services
California
$489K +$29K +252 +6%
SHF
1898
Stage Harbor Financial
Massachusetts
$488K +$19.9K +173 +4%
DI
1899
DAGCO Inc
Ohio
$488K +$209K +1,816 +75%
PHIC
1900
Pine Haven Investment Counsel
Massachusetts
$487K