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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 %
AWM
2151
Arista Wealth Management
Nevada
$214K +$214K +1,828 New
CWP
2152
Curated Wealth Partners
California
$214K -$90.7K -775 -30%
BFG
2153
Berger Financial Group
Minnesota
$213K -$14.4K -123 -6%
FFC
2154
First Financial Corp
Indiana
$213K
HC
2155
Hamilton Capital
Ohio
$212K +$212K +1,863 New
IWA
2156
Inspirion Wealth Advisors
Illinois
$212K +$212K +1,813 New
TWM
2157
Tanager Wealth Management
United Kingdom
$212K -$51.6K -441 -20%
JSA
2158
Jim Saulnier & Associates
Colorado
$212K +$212K +1,810 New
OHIS
2159
Oak Harvest Investment Services
Texas
$211K -$19.5K -167 -8%
MCM
2160
Manchester Capital Management
Vermont
$211K -$6.78K -58 -3%
Schroder Investment Management Group
2161
Schroder Investment Management Group
United Kingdom
$211K
BWL
2162
Bogart Wealth LLC
Virginia
$210K +$5.03K +43 +2%
HWP
2163
Heritage Wealth Partners
Ohio
$209K +$209K +1,788 New
MP
2164
McDonald Partners
Ohio
$208K +$208K +1,778 New
IRAG
2165
Investment Research & Advisory Group
Georgia
$208K
HWMO
2166
Heritage Wealth Management (Ohio)
Ohio
$207K +$207K +1,771 New
HF
2167
HRT Financial
New York
$207K -$151K -1,297 -42%
SSC
2168
Syverson Strege & Co
Iowa
$206K +$206K +1,761 New
CI
2169
Ceera Investments
Texas
$206K +$206K +1,760 New
CAM
2170
Concorde Asset Management
Michigan
$206K +$206K +1,757 New
DA
2171
Detalus Advisors
Missouri
$205K +$205K +1,750 New
AWM
2172
Alterna Wealth Management
Texas
$204K -$290K -2,476 -59%
IWM
2173
Integris Wealth Management
California
$204K +$204K +1,743 New
HWM
2174
Hemington Wealth Management
Virginia
$203K +$203K +1,784 New
MRCM
2175
M&R Capital Management
New Jersey
$202K +$2.11K +18 +1%