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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 %
MAG
1976
Members Advisory Group
New York
$276K +$276K +2,498 New
HGWM
1977
Horst & Graben Wealth Management
Oregon
$276K -$44.2K -400 -14%
TCOTS
1978
Trust Company of the South
North Carolina
$276K -$17.2K -156 -6%
GC
1979
GFG Capital
Florida
$276K -$37K -335 -12%
IC
1980
Iconiq Capital
California
$275K +$884 +8 +0.3%
FL
1981
FreeGulliver LLC
Louisiana
$275K +$275K +2,491 New
SPWG
1982
Sage Private Wealth Group
Illinois
$275K -$230K -2,084 -46%
CWG
1983
Crown Wealth Group
North Carolina
$275K +$275K +2,485 New
SWM
1984
SFG Wealth Management
Maryland
$275K -$33K -299 -11%
AWM
1985
Activest Wealth Management
Florida
$274K -$119K -1,079 -30%
DWM
1986
Denver Wealth Management
Colorado
$274K +$111 +1 +0%
EGA
1987
E&G Advisors
Texas
$274K
LWA
1988
Lantern Wealth Advisors
New York
$273K +$1.33K +12 +0.5%
DLCIG
1989
D.L. Carlson Investment Group
New Hampshire
$273K
EFH
1990
Eaton Financial Holdings
Florida
$271K +$332 +3 +0.1%
FG
1991
Fairman Group
Pennsylvania
$271K -$3.09K -28 -1%
CAM
1992
Costello Asset Management
Pennsylvania
$270K +$213K +1,927 +372%
TB
1993
Terril Brothers
Missouri
$270K
NHC
1994
Nicholas Hoffman & Company
Georgia
$269K -$11.3K -102 -4%
ACIM
1995
Azimuth Capital Investment Management
Michigan
$267K -$17.6K -159 -6%
MGW
1996
MB Generational Wealth
Washington
$266K +$4.2K +38 +2%
Toronto Dominion Bank
1997
Toronto Dominion Bank
Ontario, Canada
$265K
CK
1998
Cohen Klingenstein
New York
$265K
SPW
1999
Sonoma Private Wealth
California
$265K +$9.51K +86 +4%
HFS
2000
Heritage Financial Services
Massachusetts
$264K -$126K -1,144 -32%