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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 %
FPWM
2376
FSB Premier Wealth Management
Iowa
-$208K -1,879 Closed
DW
2377
Dodds Wealth
Colorado
-$204K -1,850 Closed
PCM
2378
Princeton Capital Management
New Jersey
-$203K -1,838 Closed
JC
2379
Jacobs & Co
California
-$202K -1,836 Closed
HC
2380
Hamilton Capital
Ohio
-$201K -1,820 Closed
IWA
2381
Inspirion Wealth Advisors
Illinois
-$200K -1,813 Closed
FFWM
2382
Future Financial Wealth Management
Ohio
-$134K -1,210 Closed
FIM
2383
Fernwood Investment Management
Massachusetts
-$128K -1,159 Closed
IPW
2384
Impact Partnership Wealth
Georgia
-$79.9K -723 Closed
NCTC
2385
New Covenant Trust Company
Indiana
-$57.1K -517 Closed
FSWA
2386
Financial Synergies Wealth Advisors
Texas
-$39.6K -358 Closed
BGAI
2387
Bruce G. Allen Investments
Colorado
-$28.7K -260 Closed
VL
2388
Vima LLC
Michigan
-$18.9K -195 Closed
HC
2389
Hoese & Co
Minnesota
-$18.2K -170 Closed
AIMA
2390
Ables Iannone Moore & Associates
Georgia
-$15.8K -143 Closed
RS
2391
Rakuten Securities
Japan
-$6.3K -57 Closed
ACA
2392
Atlas Capital Advisors
Wyoming
-$3.21K -29 Closed
AT
2393
Arlington Trust
Alabama
-$663 -6 Closed
RFS
2394
Richardson Financial Services
Massachusetts
-$180 -1 Closed
SVCP
2395
Silicon Valley Capital Partners
California
-$52