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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 %
BCMLT
1951
Beacon Capital Management LLC (Tennessee)
Tennessee
$266K -$74K -694 -22%
EFG
1952
Ehrlich Financial Group
California
$266K -$330K -3,098 -55%
DWM
1953
Denver Wealth Management
Colorado
$265K +$213 +2 +0.1%
CRI
1954
Colonial River Investments
Virginia
$264K -$4.37K -41 -2%
EGA
1955
E&G Advisors
Texas
$264K
LWP
1956
LMG Wealth Partners
Louisiana
$264K +$25.7K +241 +11%
HAIM
1957
Hunter Associates Investment Management
Pennsylvania
$262K -$191K -1,797 -42%
DLCIG
1958
D.L. Carlson Investment Group
New Hampshire
$261K -$2.67K -25 -1%
TB
1959
Terril Brothers
Missouri
$261K
FA
1960
FF Advisors
California
$260K +$39.5K +370 +18%
NHC
1961
Nicholas Hoffman & Company
Georgia
$260K
AWP
1962
Ascent Wealth Partners
New York
$260K +$33.6K +315 +15%
PAWA
1963
Palo Alto Wealth Advisors
California
$259K -$86.8K -814 -25%
NG
1964
Norden Group
Utah
$259K +$32.4K +304 +14%
LCWP
1965
Legacy Capital Wealth Partners
Arkansas
$258K +$258K +2,415 New
CK
1966
Cohen Klingenstein
New York
$256K
SPW
1967
Sonoma Private Wealth
California
$255K
SWM
1968
SFG Wealth Management
Maryland
$255K -$9.81K -92 -4%
WB
1969
West Bancorporation
Iowa
$254K -$47.1K -442 -16%
SWIG
1970
Strategic Wealth Investment Group
Kentucky
$252K +$252K +2,385 New
PBF
1971
Petix & Botte Financial
California
$252K -$9.2M -86,275 -97%
SCM
1972
Schnieders Capital Management
California
$252K
CSB
1973
City State Bank
Iowa
$252K
IFWM
1974
Institute for Wealth Management
Colorado
$251K +$38.4K +360 +18%
IAG
1975
Investmark Advisory Group
Connecticut
$251K +$853 +8 +0.3%