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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 %
LWP
2026
LMG Wealth Partners
Louisiana
$247K -$3.98K -36 -2%
SCP
2027
Syntal Capital Partners
Texas
$246K +$246K +2,230 New
ZIG
2028
Zullo Investment Group
Pennsylvania
$246K +$1.55K +14 +0.6%
CT
2029
Clearstead Trust
Maine
$246K
FNB
2030
Farmers National Bank
Kentucky
$245K +$12.9K +117 +6%
CAM
2031
CPA Asset Management
Florida
$245K +$10.2K +92 +4%
SIM
2032
Studio Investment Management
Illinois
$245K +$77.1K +698 +46%
WW
2033
Westshore Wealth
California
$245K
PCS
2034
Private Client Services
Kentucky
$244K -$54.8K -496 -18%
DI
2035
DDFG Inc
California
$243K -$79.9K -723 -25%
AI
2036
ArchPoint Investors
Florida
$243K +$243K +2,200 New
BWA
2037
Blodgett Wealth Advisors
California
$243K
SWA
2038
SFMG Wealth Advisors
Texas
$242K +$7.63K +69 +3%
PCMF
2039
Private Capital Management (Florida)
Florida
$242K -$5.53K -50 -2%
GAG
2040
GM Advisory Group
New York
$242K +$663 +6 +0.3%
BMC
2041
Beaton Management Company
Massachusetts
$242K
SAM
2042
S.A. Mason
Michigan
$241K +$78.1K +707 +48%
BWM
2043
BCS Wealth Management
Tennessee
$240K +$110 +1 +0%
CFO
2044
Collective Family Office
Pennsylvania
$239K
CFP
2045
Cascade Financial Partners
California
$238K +$238K +2,279 New
RB
2046
Rodgers Brothers
Pennsylvania
$237K +$237K +2,148 New
NCM
2047
Northwest Capital Management
Oregon
$237K -$9.95K -90 -4%
SA
2048
SRH Advisors
Kansas
$235K
SFP
2049
Sandbox Financial Partners
Maryland
$235K +$17.9K +162 +8%
NG
2050
Norden Group
Utah
$235K +$235K +2,125 New