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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 %
SEM
1951
Strategic Equity Management
Arizona
$328K +$328K +2,807 New
PAA
1952
Peregrine Asset Advisers
Oregon
$328K
SC
1953
Soundwatch Capital
Connecticut
$328K +$328K +2,801 New
BBWP
1954
Beacon Bridge Wealth Partners
Pennsylvania
$328K -$29.6K -253 -8%
MMHP
1955
Murphy Middleton Hinkle & Parker
Georgia
$327K -$33.2K -284 -9%
IFWM
1956
Institute for Wealth Management
Colorado
$327K +$51.5K +440 +19%
KIM
1957
Kestra Investment Management
Texas
$326K +$326K +2,790 New
TF
1958
Tenon Financial
New Jersey
$323K +$88.2K +754 +38%
GL
1959
Gerber LLC
Ohio
$320K
FPCG
1960
Fort Pitt Capital Group
Pennsylvania
$320K +$49K +419 +18%
RIL
1961
Rothschild Investment LLC
Illinois
$320K
CAM
1962
Clark Asset Management
New Hampshire
$320K +$320K +2,735 New
BDFN
1963
Bond & Devick Financial Network
Minnesota
$320K +$15K +128 +5%
SCM
1964
Seascape Capital Management
New Hampshire
$317K
PCP
1965
Proficio Capital Partners
Massachusetts
$315K
HAS
1966
Holland Advisory Services
Florida
$315K -$340K -2,909 -52%
BCMLT
1967
Beacon Capital Management LLC (Tennessee)
Tennessee
$314K +$22.7K +194 +8%
CWP
1968
Core Wealth Partners
California
$312K
PA
1969
Parkside Advisors
California
$312K
RFA
1970
Rollins Financial Advisors
New York
$311K +$62.2K +532 +25%
VAMG
1971
Voisard Asset Management Group
Michigan
$311K +$113K +967 +57%
HIF
1972
Hill Island Financial
Michigan
$310K +$59.5K +509 +24%
FFM
1973
Forum Financial Management
Illinois
$310K +$46.2K +395 +18%
TPWA
1974
Twin Peaks Wealth Advisors
California
$309K -$240K -2,050 -44%
FA
1975
Faithward Advisors
Pennsylvania
$308K +$15.2K +130 +5%