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iShares Core S&P Small-Cap ETF

2,094 hedge funds and large institutions have $45.5B invested in iShares Core S&P Small-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 916 increasing their positions, 783 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,094
Holders Change
+2
Holders Change %
+0.1%
% of All Funds
33.39%
Holding in Top 10
324
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-0.61%
% of All Funds
5.17%
New
116
Increased
916
Reduced
783
Closed
86
Calls
$33.8M
Puts
$17M
Net Calls
+$16.8M
Net Calls Change
-$24M
Name Holding Trade Value Shares
Change
Shares
Change %
DWA
401
Divergent Wealth Advisors
Utah
$11.7M -$1.38M -14,667 -11%
NL
402
Navalign LLC
California
$11.7M +$104K +1,104 +0.9%
JFA
403
JNBA Financial Advisors
Minnesota
$11.6M -$282K -2,987 -2%
BFM
404
Boston Financial Management
Massachusetts
$11.6M -$326K -3,459 -3%
SWA
405
Sax Wealth Advisors
New Jersey
$11.5M -$46.7K -495 -0.4%
GIA
406
Gladstone Institutional Advisory
Florida
$11.5M +$559K +5,929 +5%
HI
407
Human Investing
Oregon
$11.4M +$193K +2,050 +2%
AllianceBernstein
408
AllianceBernstein
Tennessee
$11.4M +$2.88M +30,577 +34%
NFG
409
Nations Financial Group
Iowa
$11.3M +$914K +9,690 +9%
HCP
410
Holt Capital Partners
Texas
$11.3M -$92.4K -980 -0.8%
XF
411
XML Financial
Maryland
$11.2M -$256K -2,716 -2%
Manulife (Manufacturers Life Insurance)
412
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.2M -$238K -2,520 -2%
MWM
413
MTC Wealth Management
Florida
$11.2M +$569K +6,037 +5%
LFS
414
Legacy Financial Strategies
Kansas
$11.1M +$1.41M +15,350 +15%
EWA
415
Encompass Wealth Advisors
Oregon
$11M +$425K +4,507 +4%
HFRG
416
Houlihan Financial Resource Group
Virginia
$11M +$11M +120,348 New
VBFG
417
Vishria Bird Financial Group
Tennessee
$11M -$660 -7 -0%
WSTAM
418
Wilbanks Smith & Thomas Asset Management
Virginia
$11M -$57.9K -614 -0.5%
EWM
419
Evermay Wealth Management
Virginia
$11M -$152K -1,607 -1%
CWA
420
Core Wealth Advisors
Florida
$10.9M +$513K +5,443 +5%
B
421
Bailard
California
$10.9M +$128K +1,353 +1%
JWBC
422
John W. Brooker & Co
California
$10.9M -$124K -1,318 -1%
CAG
423
Crestwood Advisors Group
Massachusetts
$10.9M -$178K -1,888 -2%
PWM
424
Perigon Wealth Management
California
$10.8M +$57.4K +608 +0.5%
NCM
425
Neumann Capital Management
California
$10.8M -$184K -1,952 -2%