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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 %
EFL
651
ERn Financial LLC
Wisconsin
$5.36M +$14.1K +150 +0.3%
CF
652
Cantor Fitzgerald
New York
$5.35M -$283K -2,996 -5%
RL
653
Rogco LP
Oklahoma
$5.34M +$5.34M +56,568 New
CIC
654
Carnegie Investment Counsel
Ohio
$5.33M -$2.06M -21,805 -28%
MWM
655
Mascoma Wealth Management
New Hampshire
$5.32M +$176K +1,864 +3%
CA
656
Cambridge Associates
Massachusetts
$5.32M
KOMWMG
657
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$5.31M +$102K +1,082 +2%
BRWA
658
B. Riley Wealth Advisors
Florida
$5.31M -$677K -7,141 -11%
MIG
659
McGuire Investment Group
Rhode Island
$5.29M +$409K +4,331 +8%
TC
660
TownSquare Capital
Utah
$5.27M +$1.56M +16,580 +42%
SWA
661
Sutton Wealth Advisors
Florida
$5.23M +$442K +4,685 +9%
PCIA
662
Prime Capital Investment Advisors
Kansas
$5.21M -$86.4K -916 -2%
RA
663
Resolute Advisors
California
$5.2M +$207K +2,180 +4%
MFC
664
Mechanics Financial Corp
Ohio
$5.18M +$40.8K +433 +0.8%
RhumbLine Advisers
665
RhumbLine Advisers
Massachusetts
$5.17M +$2.49M +26,385 +93%
MWP
666
Madison Wealth Partners
Wisconsin
$5.17M +$27.9K +296 +0.5%
PBO
667
Peoples Bank (Ohio)
Ohio
$5.16M -$116K -1,232 -2%
RBC
668
Roble Belko & Company
Pennsylvania
$5.14M -$32.1K -340 -0.6%
MFG
669
Merit Financial Group
Georgia
$5.1M -$140K -1,481 -3%
CC
670
Courier Capital
New York
$5.09M +$33.6K +356 +0.7%
AIMC
671
Alley Investment Management Company
Illinois
$5.07M +$17.4K +184 +0.3%
PCM
672
Parsons Capital Management
Rhode Island
$5.05M -$151K -1,599 -3%
WDL
673
Well Done LLC
Michigan
$5.03M +$72.4K +768 +1%
RA
674
RFG Advisory
Alabama
$5.01M -$769K -8,157 -13%
SIM
675
Stratos Investment Management
Ohio
$5.01M +$319K +3,383 +7%