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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 %
HWP
2101
Heritage Wealth Partners
Ohio
$208K
NIM
2102
Nicollet Investment Management
Minnesota
$208K
TW
2103
Towerpoint Wealth
California
$208K -$2.98K -27 -1%
FPWM
2104
FSB Premier Wealth Management
Iowa
$208K -$139K -1,260 -40%
VWA
2105
Valued Wealth Advisors
Utah
$207K +$2.87K +26 +1%
RC
2106
Rovin Capital
Arizona
$207K +$207K +1,869 New
MHR
2107
Matthew Hamilton Rosenberg
$207K -$63.1K -577 -23%
JPG
2108
Jordan Park Group
California
$206K
MCM
2109
Manchester Capital Management
Vermont
$205K -$12.8K -116 -6%
DW
2110
Dodds Wealth
Colorado
$204K -$2.1K -19 -1%
SF
2111
Symphony Financial
Texas
$204K +$204K +1,848 New
RFA
2112
Register Financial Advisors
Georgia
$204K -$32.5K -294 -14%
BWL
2113
Bogart Wealth LLC
Virginia
$203K +$60.7K +549 +43%
PCM
2114
Princeton Capital Management
New Jersey
$203K +$203K +1,838 New
NF
2115
Norwood Financial
Pennsylvania
$203K
OHIS
2116
Oak Harvest Investment Services
Texas
$202K +$202K +1,830 New
JC
2117
Jacobs & Co
California
$202K +$202K +1,836 New
FFC
2118
First Financial Corp
Indiana
$201K
PWP
2119
Phillips Wealth Planners
Mississippi
$201K +$201K +1,954 New
HC
2120
Hamilton Capital
Ohio
$201K +$201K +1,820 New
IWA
2121
Inspirion Wealth Advisors
Illinois
$200K +$200K +1,813 New
Schroder Investment Management Group
2122
Schroder Investment Management Group
United Kingdom
$198K +$148K +1,350 +300%
IRAG
2123
Investment Research & Advisory Group
Georgia
$196K
FRA
2124
Front Row Advisors
California
$192K +$177K +1,598 +1,184%
MRCM
2125
M&R Capital Management
New Jersey
$187K -$419K -3,788 -69%