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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 %
CCA
1001
Cora Capital Advisors
New Jersey
$2.01M -$156K -1,653 -7%
DWMG
1002
DB Wealth Management Group
California
$2M +$602K +6,387 +43%
CCM
1003
Colorado Capital Management
Colorado
$2M -$56.2K -596 -3%
CF
1004
Corrigan Financial
Rhode Island
$1.99M -$15.4K -163 -0.8%
AM
1005
AGF Management
Ontario, Canada
$1.99M -$94.3K -1,000 -5%
MPM
1006
Meritage Portfolio Management
Kansas
$1.98M -$10K -106 -0.5%
STB
1007
S&T Bank
Pennsylvania
$1.98M -$87.8K -931 -4%
BSAM
1008
Blue Square Asset Management
New York
$1.97M -$148K -1,565 -7%
BFW
1009
Brady Family Wealth
Missouri
$1.97M -$36.9K -391 -2%
EPM
1010
Elm Partners Management
Pennsylvania
$1.97M -$89.6K -950 -4%
WIP
1011
WealthCare Investment Partners
Rhode Island
$1.97M +$105K +1,128 +6%
TVAMP
1012
Tennessee Valley Asset Management Partners
Tennessee
$1.96M +$6.6K +70 +0.3%
NCM
1013
Narwhal Capital Management
Georgia
$1.96M -$2.64K -28 -0.1%
FA
1014
Faithward Advisors
Pennsylvania
$1.96M +$16K +175 +0.8%
MOS
1015
MGO One Seven
Ohio
$1.95M +$315K +3,337 +19%
1IA
1016
1834 Investment Advisors
Wisconsin
$1.95M +$4.34K +46 +0.2%
JFG
1017
JMG Financial Group
Illinois
$1.94M +$436K +4,625 +29%
WGCA
1018
Wolf Group Capital Advisors
Virginia
$1.94M +$215K +2,275 +12%
MAWCM
1019
Mine & Arao Wealth Creation & Management
California
$1.94M -$10.7K -113 -0.5%
CD
1020
Chapin Davis
Maryland
$1.93M -$26.8K -284 -1%
WWA
1021
WCG Wealth Advisors
Nevada
$1.93M +$756K +7,899 +65%
AO
1022
Advisor OS
Illinois
$1.92M +$47.9K +508 +3%
IAIM
1023
International Assets Investment Management
Florida
$1.92M -$79K -842 -4%
PCA
1024
Providence Capital Advisors
North Carolina
$1.91M -$6.32K -67 -0.3%
AIA
1025
Alera Investment Advisors
Illinois
$1.9M -$16.8K -178 -0.9%