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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 %
IWMA
501
Ironwood Wealth Management (Arizona)
Arizona
$8.29M -$133K -1,414 -2%
PPW
502
PACK Private Wealth
Minnesota
$8.2M +$544K +5,847 +7%
LRWA
503
Long Run Wealth Advisors
New York
$8.19M -$149K -1,584 -2%
NL
504
NWAM LLC
Washington
$8.18M -$3.28M -34,794 -29%
FFN
505
Focus Financial Network
Minnesota
$8.18M -$263K -2,777 -3%
CCM
506
Condor Capital Management
New Jersey
$8.17M +$126K +1,334 +2%
CFO
507
CVA Family Office
Colorado
$8.15M -$530K -5,618 -6%
Public Sector Pension Investment Board (PSP Investments)
508
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$8.15M +$6.81M +72,225 +509%
FTS
509
Fifth Third Securities
Ohio
$8.06M -$821K -8,656 -9%
SFP
510
Strategic Financial Partners
Oregon
$8.05M +$584K +6,186 +8%
EPP
511
ETF Portfolio Partners
Kansas
$7.92M +$32.9K +349 +0.4%
AA
512
Ancora Advisors
Ohio
$7.9M -$843K -8,935 -10%
Retirement Systems of Alabama
513
Retirement Systems of Alabama
Alabama
$7.88M
TDWM
514
Topel & Distasi Wealth Management
California
$7.88M +$99.7K +1,057 +1%
PFG
515
Pacific Financial Group
Washington
$7.85M -$40.5K -429 -0.5%
BWFA
516
Baltimore-Washington Financial Advisors
Maryland
$7.83M -$485K -5,142 -6%
CSPIA
517
Cary Street Partners Investment Advisory
Virginia
$7.81M +$1.35M +14,292 +21%
SFS
518
Sowell Financial Services
Arkansas
$7.81M +$1.54M +16,237 +25%
SAF
519
Smith Anglin Financial
Texas
$7.79M +$806K +8,541 +12%
PFS
520
Prospera Financial Services
Texas
$7.76M -$630K -6,674 -8%
HWM
521
HighMark Wealth Management
Minnesota
$7.75M +$64K +679 +0.8%
LS
522
Liquid Strategies
Georgia
$7.68M +$524K +5,634 +7%
ZCM
523
Ziegler Capital Management
Illinois
$7.67M +$72.6K +770 +1%
NF
524
Nikulski Financial
Iowa
$7.63M +$296K +3,137 +4%
KA
525
Kure Advisory
Minnesota
$7.62M +$7.62M +80,755 New