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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 %
RFG
2201
REAP Financial Group
Texas
$65.1K -$29.2K -264 -31%
CMP
2202
Coston McIsaac & Partners
Maine
$61K
FPFS
2203
First Personal Financial Services
North Carolina
$60.1K
CICI
2204
Capital Investment Counsel Inc
North Carolina
$59.9K
NCTC
2205
New Covenant Trust Company
Indiana
$57.1K +$57.1K +517 New
KFS
2206
Kelly Financial Services
Massachusetts
$56.8K -$414K -3,746 -88%
RA
2207
Rise Advisors
New York
$55.7K +$221 +2 +0.4%
W
2208
WealthCollab
Washington
$55.5K
HPIA
2209
Hamilton Point Investment Advisors
North Carolina
$55.3K
WAS
2210
Winch Advisory Services
Wisconsin
$54.9K
BSWA
2211
Bromfield Sneider Wealth Advisors
Massachusetts
$54.6K
DCM
2212
Davis Capital Management
Florida
$54.4K +$1.64K +15 +3%
T
2213
Tidemark
California
$54.3K -$6.08K -55 -10%
TFA
2214
Toth Financial Advisory
Virginia
$54.1K -$221 -2 -0.4%
CCA
2215
Criterion Capital Advisors
Tennessee
$52.4K
CH
2216
Canton Hathaway
Rhode Island
$51K
BCA
2217
Bray Capital Advisors
Florida
$50.3K
EA
2218
Evolution Advisers
Virginia
$50K
SWM
2219
Sanctuary Wealth Management
Idaho
$47.2K
PP
2220
Pingora Partners
Wyoming
$45.2K
PWA
2221
Provenance Wealth Advisors
Florida
$44.9K -$37.4K -338 -45%
BHWM
2222
Beaird Harris Wealth Management
Texas
$43K -$9.51K -86 -18%
RCM
2223
Raleigh Capital Management
North Carolina
$40.5K -$42.4K -383 -51%
AFWM
2224
Abich Financial Wealth Management
Virginia
$40.1K -$17.4K -157 -30%
RDIA
2225
RE Dickinson Investment Advisors
Iowa
$40K