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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 %
SCA
2026
Stillwater Capital Advisors
Pennsylvania
$282K +$282K +2,409 New
CK
2027
Cohen Klingenstein
New York
$281K
AFP
2028
Alpha Financial Partners
Kentucky
$279K -$2.94M -25,127 -91%
EFG
2029
Ehrlich Financial Group
California
$279K -$12.5K -107 -4%
WB
2030
West Bancorporation
Iowa
$278K
HFS
2031
Heritage Financial Services
Massachusetts
$277K +$5.38K +46 +2%
IAG
2032
Investmark Advisory Group
Connecticut
$276K +$1.17K +10 +0.4%
PBF
2033
Petix & Botte Financial
California
$276K -$234 -2 -0.1%
OWM
2034
OneAscent Wealth Management
Alabama
$276K +$276K +2,359 New
GSEP
2035
Golden State Equity Partners
California
$276K -$875K -7,486 -76%
AWP
2036
Ascent Wealth Partners
New York
$275K -$9.71K -83 -3%
AAM
2037
Augustine Asset Management
Florida
$275K
DI
2038
DDFG Inc
California
$275K +$16.5K +141 +6%
CSB
2039
City State Bank
Iowa
$273K -$2.92K -25 -1%
AWM
2040
Aberdeen Wealth Management
Illinois
$273K
CRI
2041
Colonial River Investments
Virginia
$272K -$17.2K -147 -6%
RJTCONH
2042
Raymond James Trust Company of New Hampshire
New Hampshire
$272K +$38.6K +330 +17%
AA
2043
Addison Advisors
Vermont
$272K -$702 -6 -0.3%
SWA
2044
SFMG Wealth Advisors
Texas
$272K +$4.09K +35 +2%
HT
2045
Headlands Technologies
Illinois
$272K +$90.2K +771 +50%
4WM
2046
4J Wealth Management
Virginia
$271K -$1.05K -9 -0.4%
VPIM
2047
Vanguard Personalized Indexing Management
California
$271K -$1.4K -12 -0.5%
SFP
2048
Sandbox Financial Partners
Maryland
$270K +$12.3K +105 +5%
HGWM
2049
Horst & Graben Wealth Management
Oregon
$270K -$1.05K -9 -0.4%
UAS
2050
United Asset Strategies
New York
$269K +$36K +308 +15%