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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 %
ANB
2026
Amarillo National Bank
Texas
$226K +$4.8K +45 +2%
IIA
2027
ICW Investment Advisors
Arizona
$226K
SCA
2028
Stonebridge Capital Advisors
Minnesota
$226K
MFG
2029
MidWestOne Financial Group
Iowa
$225K
BPCE
2030
Bank Pictet & Cie (Europe)
Germany
$225K
FVCM
2031
F&V Capital Management
Florida
$225K -$51.2K -480 -19%
UAG
2032
United Advisor Group
Ohio
$225K +$225K +2,106 New
KFA
2033
Kapstone Financial Advisors
Ohio
$223K
PP
2034
Patron Partners
Texas
$223K -$19.9K -187 -8%
SF
2035
Symphony Financial
Texas
$221K +$24.7K +233 +13%
MFWP
2036
Mosaic Family Wealth Partners
Missouri
$221K
FP
2037
Fiduciary Planning
Florida
$219K
PNC
2038
Park National Corp
Ohio
$219K +$3.31K +31 +2%
LF
2039
LifePlan Financial
Minnesota
$218K +$9.07K +85 +4%
CCIA
2040
Cherry Creek Investment Advisors
Colorado
$217K +$853 +8 +0.4%
MWA
2041
Meridian Wealth Advisors
Texas
$217K -$25.5K -239 -11%
CCG
2042
Catalina Capital Group
California
$216K -$645K -6,047 -75%
IWS
2043
Integrity Wealth Solutions
Colorado
$216K +$4.05K +38 +2%
WG
2044
Welch Group
Alabama
$216K -$74.8K -701 -26%
RIM
2045
Rockbridge Investment Management
New York
$216K -$4.8K -45 -2%
PIA
2046
Petredis Investment Advisors
Pennsylvania
$215K
IGWM
2047
ICA Group Wealth Management
Colorado
$215K -$4.11M -38,521 -95%
PWP
2048
Phillips Wealth Planners
Mississippi
$215K +$6.08K +57 +3%
TF
2049
Tenon Financial
New Jersey
$214K +$10.2K +96 +5%
SFA
2050
Seneca Financial Advisors
New York
$214K +$214K +2,007 New