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iShares Core S&P Small-Cap ETF

2,597 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, 801 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,597
Holders Change
+234
Holders Change %
+9.9%
% 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
801
Closed
69
Calls
$101M
Puts
$30.1M
Net Calls
+$70.7M
Net Calls Change
+$30.4M
Name Holding Trade Value Shares
Change
Shares
Change %
WWM
2401
Wagner Wealth Management
South Carolina
$165K
OL
2402
one8zero8 LLC
North Carolina
$162K +$162K +1,403 New
DWM
2403
Darwin Wealth Management
Florida
$160K +$34.1K +296 +27%
CPA
2404
Compass Planning Associates
Massachusetts
$160K +$160K +1,389 New
MWM
2405
MGB Wealth Management
Texas
$159K
CFS
2406
CGC Financial Services
Oregon
$155K
PSFG
2407
Park Square Financial Group
Georgia
$155K +$155K +1,344 New
AP
2408
Atwood & Palmer
Missouri
$154K
ECM
2409
Elgethun Capital Management
South Dakota
$153K +$807 +7 +0.5%
GWSA
2410
Global Wealth Strategies & Associates
Colorado
$150K
CCMI
2411
Creative Capital Management Investments
California
$147K +$230 +2 +0.2%
GIP
2412
Granite Investment Partners
California
$146K
RFA
2413
Register Financial Advisors
Georgia
$142K -$8.18K -71 -5%
OIA
2414
Optimum Investment Advisors
Illinois
$142K -$46.1K -400 -25%
HGERS
2415
Householder Group Estate & Retirement Specialist
Arizona
$139K -$276K -2,414 -67%
CJ
2416
Caitlin John
Michigan
$133K -$576 -5 -0.4%
PCWA
2417
Pacific Capital Wealth Advisors
California
$131K
POIA
2418
Pin Oak Investment Advisors
Texas
$130K
PP
2419
Pacifica Partners
Canada
$128K
MFA
2420
Morling Financial Advisors
California
$128K +$2.31K +20 +2%
FIM
2421
FWL Investment Management
Texas
$126K -$13.5K -117 -10%
AA
2422
Addison Advisors
Vermont
$122K -$146K -1,268 -55%
AGWCA
2423
Annis Gardner Whiting Capital Advisors
Florida
$121K
LCM
2424
Logan Capital Management
Pennsylvania
$121K
LWA
2425
Lowe Wealth Advisors
Maryland
$119K