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iShares Core S&P Small-Cap ETF

2,092 hedge funds and large institutions have $46.8B invested in iShares Core S&P Small-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 940 increasing their positions, 803 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,092
Holders Change
-15
Holders Change %
-0.71%
% of All Funds
32.99%
Holding in Top 10
326
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-3.55%
% of All Funds
5.14%
New
113
Increased
940
Reduced
803
Closed
111
Calls
$55.4M
Puts
$14.6M
Net Calls
+$40.8M
Net Calls Change
+$31.1M
Name Holding Trade Value Shares
Change
Shares
Change %
FPGT
1176
Financial Partners Group (Tennessee)
Tennessee
$1.22M -$27.2K -273 -2%
IC
1177
Inscription Capital
Texas
$1.22M -$9.97K -100 -0.8%
WWA
1178
WCG Wealth Advisors
Nevada
$1.22M +$32.6K +327 +3%
APWM
1179
Atlas Private Wealth Management
New York
$1.22M +$422K +4,230 +53%
SXL
1180
Summit X LLC
Missouri
$1.21M +$77.3K +775 +7%
AWM
1181
Adams Wealth Management
Utah
$1.21M +$32.9K +330 +3%
Betterment LLC
1182
Betterment LLC
New York
$1.21M +$364K +3,656 +43%
LC
1183
LCNB Corp
Ohio
$1.2M -$57.6K -578 -5%
MLIC
1184
Mandatum Life Insurance Company
Finland
$1.2M
CWS
1185
Cypress Wealth Services
California
$1.2M -$321K -3,140 -21%
FFA
1186
Fortune Financial Advisors
Kansas
$1.2M +$1.2M +12,023 New
IFA
1187
Index Fund Advisors
California
$1.19M +$2.89K +29 +0.2%
WI
1188
Wintrust Investments
Illinois
$1.19M -$543K -5,450 -31%
TWA
1189
Talisman Wealth Advisors
New Jersey
$1.19M +$117K +1,176 +11%
ACG
1190
Allen Capital Group
Nebraska
$1.19M -$24.6K -247 -2%
SM
1191
Sweeney & Michel
California
$1.19M +$71.1K +689 +6%
GAM
1192
Gotham Asset Management
New York
$1.18M +$646K +6,480 +120%
FNC
1193
First National Corp
Massachusetts
$1.18M -$48.3K -485 -4%
BWM
1194
Baystate Wealth Management
Massachusetts
$1.18M -$827K -8,298 -41%
STC
1195
Sarah T. Connolly
$1.18M
LB
1196
Leo Brokerage
Texas
$1.17M +$8.37K +84 +0.7%
EWA
1197
ERTS Wealth Advisors
Michigan
$1.16M +$62.3K +625 +6%
FCAG
1198
First Capital Advisors Group
New Jersey
$1.16M
SIA
1199
SkyView Investment Advisors
New Jersey
$1.16M
PCA
1200
Prosperity Capital Advisors
Ohio
$1.16M +$1.16M +11,669 New