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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 %
KPP
2301
Kings Path Partners
Texas
$22.5K +$12.9K +110 +134%
HI
2302
Hoey Investments
Pennsylvania
$22.4K
SCA
2303
Stuart Chaussee & Associates
California
$21.9K
AIC
2304
Archer Investment Corporation
Indiana
$21.3K +$703 +6 +3%
BAM
2305
Byrne Asset Management
New Jersey
$20.8K
CAM
2306
Clarity Asset Management
Iowa
$20.6K +$117 +1 +0.6%
FWM
2307
FSA Wealth Management
Massachusetts
$19.8K +$19.8K +169 New
KFO
2308
Kopp Family Office
Minnesota
$19K
C
2309
Covestor
United Kingdom
$19K
LIS
2310
Legacy Investment Solutions
Idaho
$19K +$19K +154 New
LWMI
2311
Legacy Wealth Management (Idaho)
Idaho
$19K +$19K +154 New
GCM
2312
Gables Capital Management
Florida
$18.7K
CWM
2313
CarsonAllaria Wealth Management
Illinois
$18.1K
HWA
2314
Heritage Wealth Advisors
Virginia
$17.5K +$2.92K +25 +20%
1IA
2315
1620 Investment Advisors
Massachusetts
$17.3K
MSFP
2316
Mark Sheptoff Financial Planning
Connecticut
$17.2K
MFS
2317
Mattson Financial Services
Michigan
$16.5K
BIM
2318
Breakwater Investment Management
Washington
$16.4K
GPFA
2319
Game Plan Financial Advisors
Ohio
$16.3K
VWWMG
2320
Vermillion & White Wealth Management Group
Pennsylvania
$16.2K
SFC
2321
SYM Financial Corp
Indiana
$15.8K -$10.8K -92 -41%
FUBT
2322
First United Bank & Trust
Maryland
$15.8K
FGC
2323
Financial Gravity Companies
Texas
$15.4K +$15.4K +132 New
LFA
2324
Legend Financial Advisors
Pennsylvania
$15.2K
CPA
2325
Capital Performance Advisors
California
$14.3K +$14.3K +122 New