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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 %
MJRIC
2151
Mogy Joel R Investment Counsel
California
$142K
GIP
2152
Granite Investment Partners
California
$140K
AIA
2153
Armor Investment Advisors
North Carolina
$140K +$2.21K +20 +2%
FFWM
2154
Future Financial Wealth Management
Ohio
$134K +$134K +1,210 New
NFSG
2155
Newbridge Financial Services Group
Florida
$130K -$6.74K -61 -5%
POIA
2156
Pin Oak Investment Advisors
Texas
$130K
FIM
2157
Fernwood Investment Management
Massachusetts
$128K +$128K +1,159 New
JGIA
2158
Jackson Grant Investment Advisers
Connecticut
$126K -$30.6K -277 -20%
CSWG
2159
Cardinal Strategic Wealth Guidance
Kentucky
$122K -$148K -1,339 -55%
SAM
2160
Smartleaf Asset Management
Massachusetts
$121K +$41.5K +377 +52%
MFA
2161
Morling Financial Advisors
California
$120K -$2.21K -20 -2%
SHIM
2162
Stone House Investment Management
Pennsylvania
$118K -$1.22K -11 -1%
CIA
2163
Cape Investment Advisory
Georgia
$116K +$75.5K +683 +185%
GI
2164
Gradient Investments
Minnesota
$116K -$40.6K -367 -26%
PP
2165
Pacifica Partners
Canada
$115K -$7.2K -67 -6%
WBC
2166
West Branch Capital
Massachusetts
$113K -$36.7K -332 -24%
DCM
2167
Disciplina Capital Management
Tennessee
$111K
LCM
2168
Logan Capital Management
Pennsylvania
$111K -$98.3K -889 -47%
MBFW
2169
Morton Brown Family Wealth
Pennsylvania
$107K -$6.19K -56 -5%
VCM
2170
Versant Capital Management
Arizona
$105K -$52.5K -475 -33%
HWA
2171
HHM Wealth Advisors
Tennessee
$105K -$17.7K -160 -14%
GWANC
2172
Guardian Wealth Advisors (North Carolina)
North Carolina
$102K -$46.9K -424 -32%
CCMI
2173
Creative Capital Management Investments
California
$102K +$7.74K +70 +8%
MFG
2174
Mendota Financial Group
Wisconsin
$98.9K
MIM
2175
MTM Investment Management
South Carolina
$98.3K