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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 %
WB
1926
West Bancorporation
Iowa
$312K -$132K -1,194 -30%
KWM
1927
KFG Wealth Management
Indiana
$312K -$108K -977 -26%
RPCA
1928
Running Point Capital Advisors
California
$312K
DWM
1929
Dopkins Wealth Management
New York
$311K +$311K +2,811 New
EP
1930
EPIQ Partners
Minnesota
$309K
SWM
1931
Selective Wealth Management
Virginia
$309K -$21.7K -205 -7%
CA
1932
Carson Advisory
Georgia
$308K +$66.5K +602 +28%
LAIC
1933
Lederer & Associates Investment Counsel
California
$307K
DFA
1934
Davies Financial Advisors
California
$306K +$306K +2,772 New
SJGA
1935
Stephen J. Garry & Associates
New York
$306K
BOM
1936
Bank of Marin
California
$306K
LAM
1937
LifePro Asset Management
California
$305K -$20.2K -183 -6%
GL
1938
Gerber LLC
Ohio
$303K +$303K +2,740 New
FH
1939
FWG Holdings
Florida
$302K -$11.8K -108 -4%
WG
1940
Welch Group
Alabama
$301K -$39K -353 -11%
SWM
1941
Sugarloaf Wealth Management
Georgia
$300K +$44.2K +400 +17%
AFP
1942
Ausdal Financial Partners
Iowa
$299K +$51.7K +468 +21%
SFS
1943
Stiles Financial Services
Minnesota
$299K +$221 +2 +0.1%
AT
1944
American Trust
Kentucky
$299K +$30.2K +273 +11%
HB
1945
HTLF Bank
Colorado
$299K -$10.2K -92 -3%
AIG
1946
American International Group
New York
$298K -$968K -8,761 -76%
AIP
1947
ARS Investment Partners
New York
$298K
EP
1948
Eudaimonia Partners
Tennessee
$298K +$63.4K +574 +27%
BWM
1949
BCGM Wealth Management
Indiana
$298K +$774 +7 +0.3%
AWM
1950
Aries Wealth Management
Maine
$297K