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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 %
IAG
476
Investment Advisory Group
Massachusetts
$9.2M +$656K +6,952 +8%
FCBT
477
First Citizens Bank & Trust
North Carolina
$9.19M -$1.67M -17,660 -15%
TIM
478
Tortoise Investment Management
New York
$9.06M +$67.1K +711 +0.7%
BOH
479
Bank of Hawaii
Hawaii
$9.06M -$469K -4,975 -5%
Mirae Asset Global Investments
480
Mirae Asset Global Investments
South Korea
$9.06M
STA
481
Summit Trail Advisors
New York
$9.03M -$151K -1,591 -2%
IF
482
Ironwood Financial
Arizona
$9M +$174K +1,841 +2%
CIA
483
Choate Investment Advisors
Massachusetts
$9M -$1.51M -16,026 -14%
HI
484
Harbour Investments
Wisconsin
$8.98M -$51.9M -549,702 -85%
RWA
485
Ropes Wealth Advisors
Massachusetts
$8.92M -$203K -2,156 -2%
VP
486
Verum Partners
North Carolina
$8.9M +$7.18M +76,111 +418%
LPT
487
Legacy Private Trust
Wisconsin
$8.89M -$537K -5,695 -6%
SDAM
488
Shulman DeMeo Asset Management
New York
$8.86M -$98.8K -1,047 -1%
NW
489
NewEdge Wealth
Pennsylvania
$8.82M -$82.8K -878 -0.9%
AAS
490
Asset Allocation Strategies
Michigan
$8.8M +$661K +7,005 +8%
FMN
491
Financial Management Network
California
$8.77M +$87.6K +955 +1%
FG
492
Fiduciary Group
Georgia
$8.74M +$302K +3,202 +4%
HIG
493
Heritage Investment Group
Florida
$8.73M -$450K -4,772 -5%
LGA
494
Lebenthal Global Advisors
New York
$8.67M +$8.67M +91,885 New
MWM
495
Meridian Wealth Management
Kentucky
$8.65M +$4.69M +49,687 +118%
MIC
496
Means Investment Company
Maine
$8.62M -$1.67M -17,750 -16%
OFG
497
Omega Financial Group
California
$8.62M -$9.24K -98 -0.1%
HBT
498
Hills Bank & Trust
Iowa
$8.58M -$4.77M -50,619 -36%
CG
499
CFO4Life Group
Texas
$8.35M +$80.1K +849 +1%
TA
500
Townsend & Associates
Colorado
$8.31M +$4.6M +52,491 +124%