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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 %
LC
426
LTG Capital
Massachusetts
$10.7M -$19.8K -210 -0.2%
FWM
427
FFT Wealth Management
Pennsylvania
$10.7M +$1.7M +18,050 +19%
CPIG
428
Chicago Partners Investment Group
Illinois
$10.6M +$123K +1,390 +1%
BFWA
429
Benchmark Financial Wealth Advisors
Florida
$10.5M -$64.4K -683 -0.6%
AF
430
Apexium Financial
Texas
$10.5M +$450K +4,748 +4%
PCMC
431
Private Capital Management (Colorado)
Colorado
$10.5M -$341K -3,620 -3%
MA
432
Montag & Associates
Georgia
$10.4M +$198K +2,086 +2%
CIM
433
CIM Investment Management
Pennsylvania
$10.4M
FCA
434
FinTrust Capital Advisors
South Carolina
$10.3M +$447K +4,739 +5%
BWM
435
Bulltick Wealth Management
Florida
$10.3M -$416K -4,385 -4%
FBT
436
First Bank & Trust
South Dakota
$10.3M +$391K +4,150 +4%
CA
437
Centerpoint Advisors
Massachusetts
$10.3M -$1.52M -16,167 -13%
FF
438
Francis Financial
$10.3M +$629K +6,669 +7%
PSCM
439
Per Stirling Capital Management
Texas
$10.2M +$426K +4,515 +4%
LWANC
440
Laurel Wealth Advisors (North Carolina)
North Carolina
$10.2M -$230K -2,443 -2%
LNC
441
Lincoln National Corp
Pennsylvania
$10.1M +$78.4K +831 +0.8%
MFC
442
Morris Financial Concepts
South Carolina
$10.1M +$43.7K +463 +0.4%
NFC
443
Northeast Financial Consultants
Connecticut
$10M +$1.04M +11,052 +12%
RIA
444
Regal Investment Advisors
Michigan
$10M -$173K -1,831 -2%
CPW
445
Crestmont Private Wealth
Texas
$10M +$79.1K +839 +0.8%
NPF
446
Norris Perne & French
Michigan
$9.96M +$110K +1,161 +1%
GSIS
447
Global Strategic Investment Solutions
Arizona
$9.95M
PFM
448
Phillips Financial Management
Indiana
$9.9M -$431K -4,574 -4%
PHAM
449
Palisades Hudson Asset Management
Florida
$9.89M -$13.7K -145 -0.1%
IAN
450
Integrated Advisors Network
Texas
$9.89M -$176K -1,861 -2%