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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 %
GFA
2051
Gallagher Fiduciary Advisors
Illinois
$266K -$6.32K -54 -2%
TWCA
2052
Two West Capital Advisors
Kansas
$265K -$66.5K -569 -20%
CA
2053
CGN Advisors
Kansas
$265K -$249K -2,129 -48%
WFA
2054
Wade Financial Advisory
California
$265K
RWA
2055
Rooted Wealth Advisors
Illinois
$264K -$2.37M -20,653 -90%
MWM
2056
MY Wealth Management
Maryland
$264K +$264K +2,254 New
TAM
2057
Tucker Asset Management
Colorado
$264K +$153K +1,308 +138%
PCS
2058
Private Client Services
Kentucky
$264K +$11.6K +99 +5%
CBTWT
2059
Community Bank & Trust (Waco, Texas)
Texas
$262K
EA
2060
Eclectic Associates
California
$262K +$28.1K +240 +12%
PP
2061
Patron Partners
Texas
$262K +$17.5K +150 +7%
TVM
2062
True Vision MN
Minnesota
$262K +$8.42K +72 +3%
MCM
2063
Morton Capital Management
California
$261K +$261K +2,231 New
GF
2064
Gimbal Financial
Indiana
$260K +$260K +2,258 New
WCG
2065
Weaver Consulting Group
California
$260K +$35.3K +302 +16%
CT
2066
Clearstead Trust
Maine
$260K -$936 -8 -0.4%
CB
2067
Chris Bulman
California
$259K
CAM
2068
CPA Asset Management
Florida
$257K -$1.99K -17 -0.8%
PCMF
2069
Private Capital Management (Florida)
Florida
$257K
BMC
2070
Beaton Management Company
Massachusetts
$256K
WMA
2071
Wealth Management Associates
New Jersey
$256K +$256K +2,188 New
PIA
2072
Panoramic Investment Advisors
Colorado
$255K +$255K +2,177 New
MHR
2073
Matthew Hamilton Rosenberg
$254K -$12.2K -104 -5%
ZIG
2074
Zullo Investment Group
Pennsylvania
$254K
SBIA
2075
Sheaff Brock Investment Advisors
Indiana
$251K +$1.99K +17 +0.8%