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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 %
CASB
551
Cape Ann Savings Bank
Massachusetts
$7.03M -$46.2K -490 -0.7%
TCM
552
Traynor Capital Management
Pennsylvania
$7.03M -$45.8K -486 -0.6%
EIP
553
Ellis Investment Partners
Pennsylvania
$7M +$60.4K +640 +0.9%
LWA
554
LWS Wealth Advisors
New Jersey
$6.99M +$24.5K +260 +0.4%
Susquehanna International Group
555
Susquehanna International Group
Pennsylvania
$6.98M +$6.98M +73,961 New
FTWA
556
Fifth Third Wealth Advisors
Ohio
$6.98M +$3.09M +32,781 +80%
LT
557
Legacy Trust
Michigan
$6.96M -$11.4K -121 -0.2%
MG
558
Mather Group
Illinois
$6.96M -$659K -6,991 -9%
KWM
559
Keebeck Wealth Management
Illinois
$6.92M +$506K +5,340 +8%
BRM
560
Boston Research & Management
Massachusetts
$6.9M +$20.6K +218 +0.3%
LIA
561
LS Investment Advisors
Michigan
$6.86M -$128K -1,360 -2%
TWA
562
Tandem Wealth Advisors
Arizona
$6.85M +$208K +2,207 +3%
GVAG
563
Great Valley Advisor Group
Delaware
$6.85M -$588K -6,236 -8%
SFA
564
Souders Financial Advisors
Ohio
$6.79M +$236K +2,497 +4%
WSFS
565
Wilmington Savings Fund Society
Delaware
$6.77M -$518K -5,490 -7%
HAC
566
Harbor Advisory Corp
New Hampshire
$6.75M +$843K +8,935 +14%
HSA
567
HBK Sorce Advisory
Pennsylvania
$6.71M -$499K -5,287 -7%
EC
568
EdgeRock Capital
Colorado
$6.7M -$3.79M -39,937 -36%
RIA
569
Richwood Investment Advisors
Ohio
$6.68M -$41.3K -438 -0.6%
JSL
570
JT Stratford LLC
Georgia
$6.68M +$177K +1,873 +3%
CWM
571
CCG Wealth Management
California
$6.66M +$409K +4,334 +7%
CNB
572
Camden National Bank
Maine
$6.65M +$209K +2,211 +3%
CNBTD
573
Citizens National Bank Trust Department
Mississippi
$6.63M +$30.8K +326 +0.5%
FWA
574
FSM Wealth Advisors
Ohio
$6.61M +$1.58M +16,777 +31%
BWM
575
Boyd Wealth Management
California
$6.61M +$2.79M +29,560 +73%