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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 %
BBHC
576
Brown Brothers Harriman & Co
New York
$6.6M +$956K +10,133 +17%
HAS
577
Holland Advisory Services
Florida
$6.6M +$67.8K +719 +1%
BSW
578
Buckingham Strategic Wealth
Missouri
$6.59M +$108K +1,150 +2%
FNBOH
579
First National Bank of Hutchinson
Kansas
$6.58M -$216K -2,295 -3%
IPW
580
Impact Partnership Wealth
Georgia
$6.58M +$6.57M +69,689 +126,707%
FAIM
581
Financial Advocates Investment Management
Washington
$6.55M -$26.6K -285 -0.4%
EWA
582
Etesian Wealth Advisors
Oregon
$6.47M +$177K +1,872 +3%
BFO
583
Boston Family Office
Massachusetts
$6.42M -$704K -7,462 -10%
FFW
584
Fusion Family Wealth
New York
$6.42M +$19.7K +209 +0.3%
CFD
585
Creative Financial Designs
Indiana
$6.37M +$228K +2,413 +4%
AP
586
Arlington Partners
Alabama
$6.36M +$1.35M +14,283 +27%
AT
587
Arlington Trust
Alabama
$6.36M +$6.36M +67,388 New
PA
588
Parallel Advisors
California
$6.35M +$487K +5,164 +8%
FFG
589
Frisch Financial Group
New York
$6.35M +$1.25M +13,237 +25%
PFGIA
590
Patriot Financial Group Insurance Agency
Massachusetts
$6.33M -$2.93M -31,075 -32%
SFG
591
Summit Financial Group
West Virginia
$6.32M -$5.66K -60 -0.1%
MPCG
592
Matrix Private Capital Group
New York
$6.32M +$414K +4,365 +7%
PVAMC
593
PPS&V Asset Management Consultants
Michigan
$6.31M +$174K +1,841 +3%
SDWMA
594
Schneider Downs Wealth Management Advisors
Pennsylvania
$6.3M +$387K +4,107 +7%
KWM
595
Kingsview Wealth Management
Oregon
$6.3M +$233K +2,468 +4%
MBT
596
Montecito Bank & Trust
California
$6.25M -$62.2K -659 -1%
WPIC
597
White Pine Investment Company
Michigan
$6.23M +$75K +795 +1%
MFA
598
Mayflower Financial Advisors
Massachusetts
$6.21M -$989K -10,489 -14%
CFA
599
Cahill Financial Advisors
Minnesota
$6.2M +$2.56M +27,137 +70%
NAM
600
NorthCrest Asset Manangement
Minnesota
$6.18M -$29.7K -315 -0.5%