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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 %
FTDI
2076
First Trust Direct Indexing
Massachusetts
$250K +$250K +2,134 New
CIS
2077
Connors Investor Services
Pennsylvania
$249K
SWM
2078
SFG Wealth Management
Maryland
$249K -$30.7K -262 -11%
SA
2079
SRH Advisors
Kansas
$249K
FVCM
2080
F&V Capital Management
Florida
$249K +$1.76K +15 +0.7%
ANB
2081
Amarillo National Bank
Texas
$248K
IIA
2082
ICW Investment Advisors
Arizona
$248K
MFG
2083
MidWestOne Financial Group
Iowa
$247K
BPCE
2084
Bank Pictet & Cie (Europe)
Germany
$247K
NWM
2085
Northwest Wealth Management
Iowa
$246K -$3.39K -29 -1%
EFG
2086
Everhart Financial Group
Ohio
$246K +$246K +2,103 New
RIA
2087
Realta Investment Advisors
Delaware
$246K -$1.3M -11,108 -84%
LWA
2088
Lantern Wealth Advisors
New York
$246K -$8.07K -69 -3%
BWP
2089
Bernardo Wealth Planning
Pennsylvania
$245K -$8.05K -68 -3%
FFWA
2090
Forthright Family Wealth Advisory
Texas
$244K -$48.3K -388 -17%
KFA
2091
Kapstone Financial Advisors
Ohio
$243K -$932 -8 -0.4%
RIM
2092
Rockbridge Investment Management
New York
$243K +$6.2K +53 +3%
MFWP
2093
Mosaic Family Wealth Partners
Missouri
$242K
LF
2094
LifePlan Financial
Minnesota
$242K +$2.22K +19 +0.9%
PWP
2095
Phillips Wealth Planners
Mississippi
$241K +$1.9K +16 +0.8%
LCWP
2096
Legacy Capital Wealth Partners
Arkansas
$240K +$177K +6,744 +279%
IWS
2097
Integrity Wealth Solutions
Colorado
$240K +$3.39K +29 +1%
PIA
2098
Petredis Investment Advisors
Pennsylvania
$239K +$2.69K +23 +1%
CFGSD
2099
Compass Financial Group (South Dakota)
South Dakota
$239K -$55.1K -471 -19%
FOA
2100
Five Oceans Advisors
California
$237K +$237K +2,030 New