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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 %
CB
2001
Chris Bulman
California
$236K +$236K +2,211 New
FNB
2002
Farmers National Bank
Kentucky
$236K -$960 -9 -0.4%
DI
2003
DDFG Inc
California
$235K +$427 +4 +0.2%
SFP
2004
Sandbox Financial Partners
Maryland
$235K +$8K +75 +4%
OMC
2005
Old Mission Capital
Illinois
$235K +$235K +2,201 New
PCMF
2006
Private Capital Management (Florida)
Florida
$234K +$213 +2 +0.1%
BWA
2007
Blodgett Wealth Advisors
California
$234K
APWA
2008
Atlas Private Wealth Advisors
New Jersey
$234K +$234K +2,193 New
ML
2009
McAdam LLC
Pennsylvania
$233K +$233K +2,188 New
BMC
2010
Beaton Management Company
Massachusetts
$233K
ZIG
2011
Zullo Investment Group
Pennsylvania
$232K -$6.08K -57 -3%
LWA
2012
Lantern Wealth Advisors
New York
$231K -$32.8K -307 -12%
OWA
2013
ORBA Wealth Advisors
Illinois
$231K +$15.9K +149 +7%
TVM
2014
True Vision MN
Minnesota
$231K -$533 -5 -0.2%
PCS
2015
Private Client Services
Kentucky
$230K -$6.19K -58 -3%
RB
2016
Rodgers Brothers
Pennsylvania
$229K
MFS
2017
Madrona Financial Services
Washington
$229K -$9.49K -89 -4%
HIF
2018
Hill Island Financial
Michigan
$229K -$95.9K -899 -30%
BWP
2019
Bernardo Wealth Planning
Pennsylvania
$228K -$16.3K -153 -7%
SBIA
2020
Sheaff Brock Investment Advisors
Indiana
$227K -$90.9K -852 -29%
NWM
2021
Northwest Wealth Management
Iowa
$227K +$3.41K +32 +2%
CIS
2022
Connors Investor Services
Pennsylvania
$227K -$20.1K -188 -8%
SA
2023
SRH Advisors
Kansas
$227K
RFA
2024
Rollins Financial Advisors
New York
$227K -$184K -1,726 -45%
WWM
2025
Wagner Wealth Management
South Carolina
$227K