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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 %
MAP
2076
Moody Aldrich Partners
Massachusetts
$203K
GM
2077
GeoWealth Management
Illinois
$202K +$30.4K +285 +18%
RAM
2078
Redmond Asset Management
Virginia
$202K +$202K +1,890 New
TW
2079
Towerpoint Wealth
California
$201K +$640 +6 +0.3%
NIM
2080
Nicollet Investment Management
Minnesota
$201K
MIM
2081
Marco Investment Management
Georgia
$201K -$213 -2 -0.1%
SP
2082
Stonebrook Private
Michigan
$200K -$19.9K -187 -9%
VWA
2083
Valued Wealth Advisors
Utah
$200K
MCM
2084
Manchester Capital Management
Vermont
$198K
GWP
2085
Gen-Wealth Partners
Michigan
$198K -$15.6K -146 -7%
AC
2086
AlphaCore Capital
California
$196K +$25.7K +241 +15%
FRA
2087
Front Row Advisors
California
$196K +$10.7K +100 +6%
Kayne Anderson Rudnick Investment Management
2088
Kayne Anderson Rudnick Investment Management
California
$195K +$33.5K +314 +21%
FFC
2089
First Financial Corp
Indiana
$194K -$320 -3 -0.2%
Schroder Investment Management Group
2090
Schroder Investment Management Group
United Kingdom
$190K
IRAG
2091
Investment Research & Advisory Group
Georgia
$189K
BWL
2092
Bogart Wealth LLC
Virginia
$186K -$9.71K -91 -5%
GWSG
2093
GPS Wealth Strategies Group
Colorado
$186K +$46K +431 +33%
MRCM
2094
M&R Capital Management
New Jersey
$183K +$1.92K +18 +1%
EBA
2095
Eagle Bay Advisors
New York
$182K -$283K -2,649 -61%
VAMG
2096
Voisard Asset Management Group
Michigan
$180K +$1.92K +18 +1%
KWAG
2097
Kiely Wealth Advisory Group
North Carolina
$178K +$78.4K +713 +79%
GA
2098
GoalVest Advisory
New York
$178K
EFP
2099
EnRich Financial Partners
Wisconsin
$174K +$174K +1,635 New
LB
2100
Legacy Bridge
Iowa
$174K