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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 %
DJSG
2051
D.J. St. Germain
Massachusetts
$213K +$7.04K +66 +3%
EA
2052
Eclectic Associates
California
$213K
TAM
2053
TCP Asset Management
Ohio
$213K -$26.7K -250 -11%
APP
2054
Avantax Planning Partners
Iowa
$213K -$1.71K -16 -0.8%
RJTCONH
2055
Raymond James Trust Company of New Hampshire
New Hampshire
$213K -$1.6K -15 -0.7%
UAS
2056
United Asset Strategies
New York
$213K +$213K +1,996 New
MCA
2057
Maryland Capital Advisors
Maryland
$212K
OHIS
2058
Oak Harvest Investment Services
Texas
$210K +$15.3K +143 +8%
PSP
2059
Pacific Sage Partners
Washington
$210K
FMTCOCP
2060
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$210K
WFC
2061
Western Financial Corp
California
$210K +$210K +1,966 New
SW
2062
StrongBox Wealth
Missouri
$209K -$863K -8,089 -81%
DWM
2063
Dogwood Wealth Management
Kansas
$208K -$58.9K -552 -22%
NWA
2064
New World Advisors
Massachusetts
$208K +$6.61K +62 +3%
JLBC
2065
J.L. Bainbridge & Co
Florida
$208K
BFG
2066
Berger Financial Group
Minnesota
$207K -$145K -1,355 -41%
FDCP
2067
Foster Dykema Cabot & Partners
Massachusetts
$207K -$234K -2,190 -53%
AR
2068
Apeiron RIA
Texas
$206K +$1.17K +11 +0.6%
LA
2069
LM Advisors
California
$206K
BEC
2070
Blue Edge Capital
Virginia
$206K +$206K +1,928 New
BTWM
2071
Baker Tilly Wealth Management
Wisconsin
$205K -$102K -959 -33%
WCG
2072
Weaver Consulting Group
California
$205K -$6.08K -57 -3%
BWP
2073
Baldwin Wealth Partners
Massachusetts
$204K -$275K -2,576 -57%
FC
2074
FCA Corp
Texas
$204K
Two Sigma Investments
2075
Two Sigma Investments
New York
$203K -$1.79M -16,779 -90%