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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 %
ACIM
2001
Azimuth Capital Investment Management
Michigan
$295K +$702 +6 +0.2%
CFG
2002
Clayton Financial Group
Missouri
$294K +$294K +2,517 New
IC
2003
Iconiq Capital
California
$294K +$1.29K +11 +0.4%
TCOTS
2004
Trust Company of the South
North Carolina
$293K +$351 +3 +0.1%
WAG
2005
Wallace Advisory Group
California
$292K
CA
2006
Calton & Associates
Florida
$292K +$292K +2,498 New
WRPWM
2007
Werba Rubin Papier Wealth Management
California
$292K +$292K +2,498 New
FG
2008
Fairman Group
Pennsylvania
$291K -$15.2K -130 -5%
DLCIG
2009
D.L. Carlson Investment Group
New Hampshire
$290K +$4.33K +37 +2%
EGA
2010
E&G Advisors
Texas
$290K
FP
2011
Fiduciary Planning
Florida
$289K +$49K +419 +20%
Simplex Trading
2012
Simplex Trading
Illinois
$289K -$1.99M -17,030 -87%
HB
2013
HTLF Bank
Colorado
$288K -$28.3K -242 -9%
AWM
2014
Aries Wealth Management
Maine
$286K -$56.3K -481 -16%
TW
2015
Towerpoint Wealth
California
$286K +$65.5K +560 +30%
BWA
2016
Blodgett Wealth Advisors
California
$286K +$29.2K +250 +11%
TB
2017
Terril Brothers
Missouri
$286K
FA
2018
FF Advisors
California
$286K
FCG
2019
Fielder Capital Group
Tennessee
$286K -$27.6K -236 -9%
NHC
2020
Nicholas Hoffman & Company
Georgia
$285K +$117 +1 +0%
TA
2021
TrueWealth Advisors
Alabama
$284K -$106K -910 -27%
GCP
2022
GSA Capital Partners
United Kingdom
$283K +$283K +2,418 New
BWM
2023
BCGM Wealth Management
Indiana
$283K -$10.3K -88 -4%
DI
2024
DAGCO Inc
Ohio
$283K -$29.2K -250 -9%
PAWA
2025
Palo Alto Wealth Advisors
California
$282K +$116 +1 +0%