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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 %
WWM
2051
Wagner Wealth Management
South Carolina
$235K +$3.76K +34 +2%
IIA
2052
ICW Investment Advisors
Arizona
$234K +$111 +1 +0%
AWP
2053
Ascent Wealth Partners
New York
$234K -$736K -6,656 -76%
SCA
2054
Stonebridge Capital Advisors
Minnesota
$234K +$10.7K +97 +5%
BPCE
2055
Bank Pictet & Cie (Europe)
Germany
$233K -$43.1K -390 -16%
MFG
2056
MidWestOne Financial Group
Iowa
$233K
NWM
2057
Northwest Wealth Management
Iowa
$232K
KFA
2058
Kapstone Financial Advisors
Ohio
$231K
EAM
2059
Empirical Asset Management
Massachusetts
$231K +$1.88K +17 +0.8%
WWP
2060
Walden Wealth Partners
Ohio
$230K
ANB
2061
Amarillo National Bank
Texas
$229K
TVM
2062
True Vision MN
Minnesota
$229K -$233K -2,201 -50%
FA
2063
FF Advisors
California
$229K
RIM
2064
Rockbridge Investment Management
New York
$229K
MFWP
2065
Mosaic Family Wealth Partners
Missouri
$229K -$5.86K -53 -2%
SP
2066
Stonebrook Private
Michigan
$228K -$1.01M -9,133 -82%
CC
2067
Callan Capital
California
$228K
FP
2068
Fiduciary Planning
Florida
$227K +$227K +2,054 New
IW
2069
Imprint Wealth
South Carolina
$226K +$226K +2,063 New
CCIA
2070
Cherry Creek Investment Advisors
Colorado
$224K -$15.8K -143 -7%
PIA
2071
Petredis Investment Advisors
Pennsylvania
$223K
PNC
2072
Park National Corp
Ohio
$223K -$7.96K -72 -3%
OWA
2073
ORBA Wealth Advisors
Illinois
$223K
APP
2074
Avantax Planning Partners
Iowa
$222K -$22.5K -204 -9%
RJTCONH
2075
Raymond James Trust Company of New Hampshire
New Hampshire
$222K -$32.7K -296 -13%