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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 %
SWMP
1976
Signature Wealth Management Partners
New Jersey
$307K -$91.7K -784 -23%
SIAG
1977
Signet Investment Advisory Group
Rhode Island
$307K +$307K +2,625 New
BAMG
1978
Brand Asset Management Group
Missouri
$306K
SFS
1979
Stiles Financial Services
Minnesota
$306K +$234 +2 +0.1%
DWM
1980
Denver Wealth Management
Colorado
$306K +$15.4K +132 +5%
GCIM
1981
Gunn & Company Investment Management
Florida
$306K -$10.3M -88,299 -97%
LWP
1982
LMG Wealth Partners
Louisiana
$305K +$15.6K +133 +5%
ATS
1983
Ashton Thomas Securities
New York
$305K +$195K +1,665 +177%
SWM
1984
Sugarloaf Wealth Management
Georgia
$304K +$702 +6 +0.2%
IP
1985
Investment Partners
Ohio
$304K +$117 +1 +0%
GAG
1986
GM Advisory Group
New York
$304K +$1.05K +9 +0.3%
CAMG
1987
CWA Asset Management Group
Florida
$303K +$303K +2,592 New
CWM
1988
Collaborative Wealth Management
Florida
$302K -$7.72K -66 -2%
SMH
1989
Sanders Morris Harris
Texas
$302K
PWM
1990
Paulson Wealth Management
Illinois
$301K -$204K -1,740 -40%
SJGA
1991
Stephen J. Garry & Associates
New York
$300K -$23.4K -200 -7%
CW
1992
Code Waechter
Florida
$300K +$300K +2,562 New
ULWM
1993
Upper Left Wealth Management
Florida
$299K -$5.94K -51 -2%
GA
1994
Geller Advisors
New York
$299K +$299K +2,555 New
QP
1995
Quartz Partners
New York
$298K +$298K +2,550 New
KWM
1996
Kaydan Wealth Management
Michigan
$298K +$4.09K +35 +1%
SHGA
1997
Sand Hill Global Advisors
California
$296K
CWA
1998
Clearview Wealth Advisors
Oregon
$296K -$117 -1 -0%
SFC
1999
Strategic Financial Concepts
Texas
$295K -$33.5M -286,699 -99%
GWSG
2000
GPS Wealth Strategies Group
Colorado
$295K +$91.6K +783 +45%