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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 %
4WM
2001
4J Wealth Management
Virginia
$263K -$42.9K -388 -14%
SCM
2002
Schnieders Capital Management
California
$261K
CSB
2003
City State Bank
Iowa
$261K
LA
2004
LVW Advisors
New York
$260K -$9.39K -85 -3%
FFWA
2005
Forthright Family Wealth Advisory
Texas
$259K +$259K +2,345 New
SEIA
2006
Signature Estate & Investment Advisors
California
$259K -$5.05M -45,703 -95%
IAG
2007
Investmark Advisory Group
Connecticut
$259K +$884 +8 +0.3%
FIC
2008
FCG Investment Company
Tennessee
$259K +$53.8K +487 +26%
HBW
2009
Hazlett, Burt & Watson
West Virginia
$258K +$180K +1,635 +231%
AWM
2010
Aberdeen Wealth Management
Illinois
$258K
GI
2011
GLOBALT Investments
Georgia
$257K
KWM
2012
Kaydan Wealth Management
Michigan
$257K +$4.31K +39 +2%
FPCG
2013
Fort Pitt Capital Group
Pennsylvania
$256K -$132K -1,198 -34%
CIS
2014
Connors Investor Services
Pennsylvania
$256K
BWP
2015
Bernardo Wealth Planning
Pennsylvania
$253K +$663 +6 +0.3%
MWA
2016
Meridian Wealth Advisors
Texas
$251K +$111 +1 +0%
PP
2017
Patron Partners
Texas
$251K +$251K +2,275 New
WFA
2018
Wade Financial Advisory
California
$250K -$7.18K -65 -3%
MWM
2019
MY Wealth Management
Maryland
$249K -$448K -4,055 -64%
TAM
2020
TCP Asset Management
Ohio
$249K -$36.5K -330 -13%
MA
2021
MJP Associates
Connecticut
$248K -$53.8K -487 -18%
CBTWT
2022
Community Bank & Trust (Waco, Texas)
Texas
$248K
BDFN
2023
Bond & Devick Financial Network
Minnesota
$248K
BWM
2024
BNC Wealth Management
Oregon
$247K
MFS
2025
Madrona Financial Services
Washington
$247K -$5.42K -49 -2%