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iShares Core S&P Small-Cap ETF

2,289 hedge funds and large institutions have $54.9B invested in iShares Core S&P Small-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 1,038 increasing their positions, 873 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,289
Holders Change
-25
Holders Change %
-1.08%
% of All Funds
33.29%
Holding in Top 10
313
Holding in Top 10 Change
-30
Holding in Top 10 Change %
-8.75%
% of All Funds
4.55%
New
114
Increased
1,038
Reduced
873
Closed
102
Calls
$77.3M
Puts
$9.41M
Net Calls
+$67.9M
Net Calls Change
+$64.5M
Name Holding Trade Value Shares
Change
Shares
Change %
RDIA
2201
RE Dickinson Investment Advisors
Iowa
$39K
EWA
2202
Elevate Wealth Advisory
Georgia
$38.5K
NCM
2203
Northwest Capital Management
Oregon
$37.4K -$191K -1,790 -84%
Loomis, Sayles & Company
2204
Loomis, Sayles & Company
Massachusetts
$37K +$1.5K +14 +4%
DFA
2205
DHJJ Financial Advisors
Illinois
$36.2K +$29.1K +273 +407%
JWM
2206
Janiczek Wealth Management
Colorado
$36.1K +$2.45K +23 +7%
PCTC
2207
Perkins Coie Trust Company
Washington
$36.1K
WAM
2208
WFA Asset Management
Wisconsin
$35.2K
T
2209
Tidemark
California
$34.8K -$17.6K -165 -34%
ATC
2210
Advantage Trust Company
Kansas
$32.7K
BFA
2211
BBJS Financial Advisors
Washington
$31.9K
RTC
2212
Riverview Trust Company
Washington
$31.7K
CMBA
2213
C.M. Bidwell & Associates
Hawaii
$31K
BCPWM
2214
Bradley & Co Private Wealth Management
Florida
$30.9K
AIM
2215
Arcadia Investment Management
Michigan
$29.9K
1IC
2216
1922 Investment Company
Texas
$29.9K +$29.9K +280 New
CH
2217
Canton Hathaway
Rhode Island
$29K -$19.2K -183 -40%
GWM
2218
Grand Wealth Management
Michigan
$28K
FMB
2219
Field & Main Bank
Kentucky
$27.2K
PFSC
2220
Peoples Financial Services Corp
Pennsylvania
$26.7K
DF
2221
DecisionPoint Financial
Arizona
$26.6K
BC
2222
Belmont Capital
California
$25.7K +$25.7K +241 New
APW
2223
Atlantic Private Wealth
North Carolina
$25.5K
EPW
2224
Evergreen Private Wealth
Colorado
$25.5K
FCMT
2225
Founders Capital Management (Texas)
Texas
$25.1K