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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 %
CIAS
626
Capital Investment Advisory Services
North Carolina
$5.81M +$513K +5,439 +10%
DC
627
Davenport & Co
Virginia
$5.77M +$185K +1,964 +3%
GWMIA
628
Global Wealth Management Investment Advisory
Florida
$5.76M +$214K +2,264 +4%
AIA
629
Arcadia Investment Advisors
Idaho
$5.74M +$198K +2,094 +4%
BWS
630
Buck Wealth Strategies
Colorado
$5.74M +$5.74M +60,813 New
HCM
631
Hudson Capital Management
New Jersey
$5.73M +$114K +1,208 +2%
WB
632
WesBanco Bank
West Virginia
$5.72M +$65K +689 +1%
AWM
633
AAF Wealth Management
Massachusetts
$5.68M +$83.6K +886 +1%
IA
634
IFG Advisory
Georgia
$5.66M -$166K -1,760 -3%
ACB
635
Aristotle Capital Boston
Massachusetts
$5.65M -$52.7K -559 -0.9%
AGA
636
Arkos Global Advisors
Texas
$5.61M +$159K +1,684 +3%
HR
637
Howe & Rusling
New York
$5.58M +$138K +1,460 +3%
JFG
638
Jefferies Financial Group
New York
$5.51M +$592K +6,280 +12%
OIS
639
Okabena Investment Services
Minnesota
$5.51M -$21.9K -232 -0.4%
VNA
640
Valley National Advisers
Pennsylvania
$5.49M +$578K +6,124 +12%
CAG
641
Csenge Advisory Group
Florida
$5.47M -$576K -6,103 -10%
ABC
642
Associated Banc-Corp
Wisconsin
$5.46M +$1.6K +17 +0%
NCMW
643
Northern Capital Management (Washington)
Washington
$5.46M -$236K -2,499 -4%
AFG
644
Arkansas Financial Group
Arkansas
$5.46M -$28.1K -298 -0.5%
IWM
645
IHT Wealth Management
Illinois
$5.46M -$95.4K -1,011 -2%
BCM
646
Boltwood Capital Management
California
$5.43M +$54.7K +580 +1%
Luther King Capital Management (LKCM)
647
Luther King Capital Management (LKCM)
Texas
$5.41M -$5.8M
TC
648
Trilogy Capital
California
$5.4M +$153K +1,624 +3%
GA
649
GFS Advisors
Texas
$5.39M -$98.8K -1,047 -2%
TF
650
Trek Financial
Arizona
$5.36M +$4.48M +47,538 +511%