Hingham Institution for Saving · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| AVE MARIA VALUE FUND Schwartz Investment Trust | — | $23.18M | 4.43% | 81,087 NS | $523.39M | FIGI |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | VTI | $14.59M | 0.00% | 51,032 NS | $1.99T | FIGI |
| Royce Small-Cap Total Return Fund ROYCE FUND | — | $12.49M | 1.47% | 43,697 NS | $848.24M | FIGI |
| iShares Russell 2000 ETF iShares Trust | IWM | $11.68M | 0.02% | 40,858 NS | $71.92B | FIGI |
| BBR ALO Fund, LLC. — | — | $11.67M | 0.63% | 40,816 NS | $1.84B | FIGI |
| State Street(R) SPDR(R) S&P(R) Regional Banki… SPDR SERIES TRUST | KRE | $11.25M | 0.30% | 39,346 NS | $3.71B | FIGI |
| ROYCE SMALL-CAP TRUST, INC. — | — | $7.28M | 0.33% | 25,456 NS | $2.23B | FIGI |
| Royce Small-Cap Fund ROYCE FUND | — | $6.54M | 0.36% | 22,880 NS | $1.82B | FIGI |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | VXF | $6.26M | 0.01% | 21,892 NS | $81.50B | FIGI |
| Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | — | $5.36M | 0.15% | 18,752 NS | $3.61B | FIGI |
| ROYCE MICRO-CAP TRUST, INC. — | — | $4.28M | 0.62% | 14,980 NS | $688.23M | FIGI |
| iShares Russell 2000 Value ETF iShares Trust | IWN | $3.71M | 0.03% | 12,974 NS | $12.46B | FIGI |
| Hotchkis and Wiley Small Cap Diversified Valu… HOTCHKIS & WILEY FUNDS/DE/ | — | $3.09M | 0.37% | 10,800 NS | $827.02M | FIGI |
| Royce Micro-Cap Fund ROYCE FUND | — | $2.00M | 0.62% | 6,987 NS | $322.26M | FIGI |
| AST Small-Cap Equity Portfolio Advanced Series Trust | — | $1.25M | 0.07% | 4,381 NS | $1.86B | FIGI |
| iShares Micro-Cap ETF iShares Trust | IWC | $1.21M | 0.10% | 4,217 NS | $1.21B | FIGI |
| Master Small Cap Index Series Quantitative Master Series LLC | — | $772.1K | 0.02% | 2,701 NS | $4.82B | FIGI |
| Empower Small Cap Value Fund EMPOWER FUNDS, INC. | — | $771.8K | 0.13% | 2,700 NS | $575.61M | FIGI |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | ITOT | $698.9K | 0.00% | 2,445 NS | $79.62B | FIGI |
| Royce Capital Fund - Micro-Cap Portfolio ROYCE CAPITAL FUND | — | $636.6K | 0.62% | 2,227 NS | $102.99M | FIGI |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | — | $544.2K | 0.03% | 1,904 NS | $1.80B | FIGI |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | — | $532.2K | 0.02% | 1,862 NS | $3.39B | FIGI |
| WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | DES | $519.7K | 0.03% | 1,818 NS | $1.94B | FIGI |
| iShares Russell 2000 Growth ETF iShares Trust | IWO | $359.0K | 0.00% | 1,256 NS | $12.17B | FIGI |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $331.6K | 0.02% | 1,160 NS | $1.95B | FIGI |
| LVIP Franklin Templeton Multi-Factor SMID Cap… LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $292.4K | 0.03% | 1,023 NS | $908.21M | FIGI |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET IND… VANGUARD INSTITUTIONAL INDEX FUNDS | — | $263.0K | 0.00% | 920 NS | $30.28B | FIGI |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | — | $246.4K | 0.00% | 862 NS | $58.89B | FIGI |
| Small Cap Index Fund Northern Funds | — | $234.4K | 0.02% | 820 NS | $1.38B | FIGI |
| EQ/Small Company Index Portfolio EQ Advisors Trust | — | $220.1K | 0.01% | 770 NS | $1.59B | FIGI |
| First Trust NASDAQ ABA Community Bank Index F… First Trust Exchange-Traded Fund | QABA | $219.8K | 0.30% | 769 NS | $72.80M | FIGI |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | — | $191.8K | 0.00% | 671 NS | $9.06B | FIGI |
| Small-Cap Value Portfolio PACIFIC SELECT FUND | — | $184.4K | 0.05% | 645 NS | $375.87M | FIGI |
| Goldman Sachs Variable Insurance Trust Small … Goldman Sachs Variable Insurance Trust | — | $168.4K | 0.09% | 589 NS | $185.65M | FIGI |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTF… STATE STREET INSTITUTIONAL INVESTMENT TRU… | — | $162.4K | 0.01% | 568 NS | $2.63B | FIGI |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | — | $161.5K | 0.02% | 565 NS | $956.61M | FIGI |
| NVIT GS Small Cap Equity Insights Fund Nationwide Variable Insurance Trust | — | $156.6K | 0.08% | 548 NS | $192.40M | FIGI |
| iShares Russell 3000 ETF iShares Trust | IWV | $136.1K | 0.00% | 476 NS | $17.05B | FIGI |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | — | $135.8K | 0.02% | 475 NS | $741.60M | FIGI |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | EES | $130.6K | 0.02% | 457 NS | $633.02M | FIGI |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | — | $126.9K | 0.02% | 444 NS | $768.54M | FIGI |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | — | $104.3K | 0.01% | 365 NS | $962.08M | FIGI |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | — | $93.8K | 0.02% | 328 NS | $584.32M | FIGI |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | — | $86.0K | 0.05% | 301 NS | $174.05M | FIGI |
| Small Cap Index Trust John Hancock Variable Insurance Trust | — | $84.3K | 0.02% | 295 NS | $550.95M | FIGI |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | — | $74.3K | 0.00% | 260 NS | $1.90B | FIGI |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | — | $67.5K | 0.02% | 236 NS | $314.56M | FIGI |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | — | $66.6K | 0.02% | 233 NS | $419.22M | FIGI |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | — | $64.6K | 0.01% | 226 NS | $436.75M | FIGI |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | — | $60.9K | 0.00% | 213 NS | $1.23B | FIGI |