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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 %
EA
2076
Eclectic Associates
California
$221K
GWP
2077
Gen-Wealth Partners
Michigan
$221K +$221K +1,998 New
IFWM
2078
Institute for Wealth Management
Colorado
$220K -$1.33K -12 -0.6%
IWS
2079
Integrity Wealth Solutions
Colorado
$220K +$2.54K +23 +1%
DAM
2080
Derbend Asset Management
Georgia
$220K
MCA
2081
Maryland Capital Advisors
Maryland
$219K -$42.6K -385 -16%
WCG
2082
Weaver Consulting Group
California
$218K +$663 +6 +0.3%
FMTCOCP
2083
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$218K
PSP
2084
Pacific Sage Partners
Washington
$218K
LF
2085
LifePlan Financial
Minnesota
$217K -$2.54K -23 -1%
CW
2086
Channel Wealth
California
$216K -$26.2K -237 -11%
MPI
2087
Mairs & Power Inc
Minnesota
$215K
JLBC
2088
J.L. Bainbridge & Co
Florida
$215K
AAM
2089
Augustine Asset Management
Florida
$214K +$1.88K +17 +0.9%
DJSG
2090
D.J. St. Germain
Massachusetts
$214K -$22K -199 -9%
LA
2091
LM Advisors
California
$213K -$79.6K -720 -27%
AR
2092
Apeiron RIA
Texas
$212K -$5.86K -53 -3%
TF
2093
Tenon Financial
New Jersey
$211K +$211K +1,911 New
FC
2094
FCA Corp
Texas
$211K
GF
2095
Gries Financial
Ohio
$211K -$36.6K -331 -15%
MAP
2096
Moody Aldrich Partners
Massachusetts
$210K
RCM
2097
Radnor Capital Management
Pennsylvania
$209K -$61K -552 -23%
NWA
2098
New World Advisors
Massachusetts
$209K +$209K +1,890 New
MIM
2099
Marco Investment Management
Georgia
$208K +$208K +1,885 New
FFA
2100
Fragasso Financial Advisors
Pennsylvania
$208K +$208K +1,884 New