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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 %
AFWM
2251
Abich Financial Wealth Management
Virginia
$13.3K -$25.4K -238 -66%
HWA
2252
Heritage Wealth Advisors
Virginia
$13.3K
YAL
2253
Your Advocates Ltd
Texas
$13.2K +$1.39K +13 +12%
GJWM
2254
Gilliland Jeter Wealth Management
Arkansas
$12.8K
TCM
2255
Tanaka Capital Management
New York
$12K
TRCT
2256
Tower Research Capital (TRC)
New York
$10.5K -$25.9K -243 -71%
PAIM
2257
Punch & Associates Investment Management
Minnesota
$10.5K +$107 +1 +1%
IC
2258
Innealta Capital
Texas
$10.3K -$423K -3,968 -98%
AWM
2259
Aspire Wealth Management
Massachusetts
$10.1K -$1.28K -12 -11%
IIL
2260
Insight Inv LLC
California
$9.81K
SRCM
2261
Signature Resources Capital Management
California
$9.71K -$4.16K -39 -30%
AWM
2262
AllSquare Wealth Management
New York
$9.17K +$5.87K +55 +177%
PP
2263
PFS Partners
New Jersey
$9.11K
RMC
2264
Resources Management Corp
Connecticut
$9K
KPP
2265
Kings Path Partners
Texas
$8.75K +$8.75K +82 New
PIP
2266
Peachtree Investment Partners
Florida
$8.53K +$1.39K +13 +19%
CSC
2267
Caldwell Sutter Capital
California
$8.43K +$2.88K +27 +52%
LJHT
2268
Laurie J. Hall Trustee
$8K
CJH
2269
Christopher J. Hasenberg
Wisconsin
$7.57K
CCM
2270
Chilton Capital Management
Texas
$6.93K
RWM
2271
Ruedi Wealth Management
Illinois
$6.72K
HB
2272
Horizon Bancorp
Indiana
$6K -$2.28K -22 -28%
DAM
2273
Delta Asset Management
Tennessee
$5.87K
SIC
2274
SJS Investment Consulting
Ohio
$5.44K
DFC
2275
DB Fitzpatrick & Co
Idaho
$5.15K +$644 +6 +14%