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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 %
RCM
1901
RMR Capital Management
California
$361K
OPWM
1902
Oxinas Partners Wealth Management
Indiana
$360K -$3.51K -30 -1%
WB
1903
Webster Bank
Connecticut
$360K
PWS
1904
Peloton Wealth Strategists
Indiana
$360K -$7.03K -60 -2%
CL
1905
CIM LLC
New York
$359K +$11.3K +97 +3%
GSIAS
1906
Garden State Investment Advisory Services
New Jersey
$358K +$19.2K +164 +6%
CC
1907
Callan Capital
California
$357K +$41.4K +354 +13%
HCC
1908
Hirtle Callaghan & Co
Pennsylvania
$357K +$357K +3,053 New
PIFP
1909
Partners in Financial Planning
Virginia
$357K +$234 +2 +0.1%
Tudor Investment Corp
1910
Tudor Investment Corp
Connecticut
$354K +$354K +3,030 New
SEP
1911
Southland Equity Partners
Missouri
$353K +$9.47K +81 +3%
MPI
1912
Mairs & Power Inc
Minnesota
$352K -$40.9K -350 -10%
PWS
1913
Peterson Wealth Services
Utah
$351K +$1.4K +12 +0.4%
SAM
1914
Selway Asset Management
$351K
Fayez Sarofim & Co
1915
Fayez Sarofim & Co
Texas
$350K
NG
1916
Norden Group
Utah
$350K +$66.1K +565 +23%
TWM
1917
Trueblood Wealth Management
Ohio
$350K +$350K +2,991 New
DP
1918
DDD Partners
Washington
$346K
PP
1919
Patten & Patten
Tennessee
$346K +$117 +1 +0%
WIC
1920
Woodmont Investment Counsel
Tennessee
$345K
BL
1921
BFSG LLC
California
$345K
SFG
1922
SNS Financial Group
Minnesota
$344K -$22.2K -190 -6%
AAP
1923
Arax Advisory Partners
Colorado
$344K -$12.9K -110 -4%
CCA
1924
Clarity Capital Advisors
Florida
$344K +$1.52K +13 +0.4%
AFA
1925
AA Financial Advisors
Ohio
$344K +$35.6K +304 +12%