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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 %
HHAA
1901
Henry H. Armstrong Associates
Pennsylvania
$300K +$300K +2,811 New
PAA
1902
Peregrine Asset Advisers
Oregon
$299K -$8.85K -83 -3%
CFA
1903
Capstone Financial Advisors
Illinois
$299K -$21.9K -205 -7%
EP
1904
EPIQ Partners
Minnesota
$299K
CA
1905
Carson Advisory
Georgia
$297K -$213 -2 -0.1%
SAG
1906
Spotlight Asset Group
Illinois
$296K -$17.6K -165 -6%
SJGA
1907
Stephen J. Garry & Associates
New York
$295K
GL
1908
Gerber LLC
Ohio
$292K
WAG
1909
Wallace Advisory Group
California
$292K
RIL
1910
Rothschild Investment LLC
Illinois
$292K -$165K -1,550 -36%
LAM
1911
LifePro Asset Management
California
$292K -$2.99K -28 -1%
SCM
1912
Seascape Capital Management
New Hampshire
$289K -$18.6K -174 -6%
HB
1913
HTLF Bank
Colorado
$288K
DWM
1914
Dopkins Wealth Management
New York
$288K -$11.7K -110 -4%
CC
1915
Callan Capital
California
$288K +$67.9K +637 +31%
AIP
1916
ARS Investment Partners
New York
$288K
MAG
1917
M3 Advisory Group
Massachusetts
$288K -$57.7K -541 -17%
PCP
1918
Proficio Capital Partners
Massachusetts
$287K -$968K -9,080 -77%
CAM
1919
Costello Asset Management
Pennsylvania
$287K +$26.3K +247 +10%
FCG
1920
Fielder Capital Group
Tennessee
$286K +$286K +2,678 New
DI
1921
DAGCO Inc
Ohio
$284K
PA
1922
Parkside Advisors
California
$284K
CWP
1923
Core Wealth Partners
California
$284K +$5.33K +50 +2%
CIA
1924
Cape Investment Advisory
Georgia
$284K +$171K +1,607 +153%
AFP
1925
Ausdal Financial Partners
Iowa
$283K -$5.65K -53 -2%