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iShares Core S&P Small-Cap ETF

2,598 hedge funds and large institutions have $66.7B invested in iShares Core S&P Small-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 359 funds opening new positions, 1,191 increasing their positions, 802 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,598
Holders Change
+235
Holders Change %
+9.94%
% of All Funds
34.58%
Holding in Top 10
365
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+10.94%
% of All Funds
4.86%
New
359
Increased
1,191
Reduced
802
Closed
69
Calls
$101M
Puts
$30.1M
Net Calls
+$70.7M
Net Calls Change
+$30.4M
Name Holding Trade Value Shares
Change
Shares
Change %
BPCE
2276
Bank Pictet & Cie (Europe)
Germany
$243K
CWA
2277
Clearview Wealth Advisors
Oregon
$243K -$49K -425 -17%
MWM
2278
Maridea Wealth Management
New York
$243K +$243K +2,105 New
ZIG
2279
Zullo Investment Group
Pennsylvania
$242K -$8.53K -74 -3%
EFG
2280
Everhart Financial Group
Ohio
$241K -$1.04K -9 -0.4%
ISFAN
2281
Investor's Fiduciary Advisor Network
Washington
$241K +$241K +2,100 New
PSP
2282
Pacific Sage Partners
Washington
$241K +$13.7K +119 +6%
BA
2283
Ballast Advisors
Minnesota
$241K -$86.3K -749 -26%
3AM
2284
3EDGE Asset Management
Florida
$241K -$249K -2,161 -51%
SBIA
2285
Sheaff Brock Investment Advisors
Indiana
$240K -$7.26K -63 -3%
HWM
2286
Hemington Wealth Management
Virginia
$240K +$34.6K +301 +17%
PCS
2287
Private Client Services
Kentucky
$240K -$19.9K -173 -8%
RIM
2288
Rockbridge Investment Management
New York
$240K +$115 +1 +0%
IAP
2289
Indie Asset Partners
Indiana
$239K +$9.22K +80 +4%
CSWG
2290
Cardinal Strategic Wealth Guidance
Kentucky
$237K +$127K +1,102 +115%
FP
2291
Fiduciary Planning
Florida
$237K -$48.3K -419 -17%
CFGSD
2292
Compass Financial Group (South Dakota)
South Dakota
$237K +$1.5K +13 +0.6%
NPAN
2293
Northeast Planning Associates NH
New Hampshire
$236K +$236K +2,051 New
RIP
2294
Reliant Investment Partners
North Carolina
$234K +$234K +2,030 New
TF
2295
Tenon Financial
New Jersey
$234K -$83.6K -727 -26%
PIA
2296
Panoramic Investment Advisors
Colorado
$233K -$17.6K -153 -7%
OFS
2297
OneAscent Financial Services
Alabama
$233K +$233K +2,020 New
WG
2298
Welch Group
Alabama
$233K
PCM
2299
Princeton Capital Management
New Jersey
$232K +$1.96K +17 +0.9%
OWA
2300
ORBA Wealth Advisors
Illinois
$232K