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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 %
ATWA
1176
Arbor Trust Wealth Advisors
Michigan
$1.27M -$8.53K -90 -0.7%
BWCS
1177
Beirne Wealth Consulting Services
Connecticut
$1.25M
LFG
1178
Leverty Financial Group
Wisconsin
$1.24M +$5K +53 +0.4%
FPGT
1179
Financial Partners Group (Tennessee)
Tennessee
$1.24M +$77.2K +818 +7%
EIA
1180
Eldridge Investment Advisors
New Hampshire
$1.23M -$10.4K -110 -0.8%
CC
1181
Cadinha & Co
Hawaii
$1.23M -$12.2K -129 -1%
LFA
1182
Legacy Financial Advisors
Kentucky
$1.23M +$201K +2,126 +20%
SIAS
1183
Summit Investment Advisory Services
Minnesota
$1.22M +$30.5K +323 +3%
WI
1184
Wintrust Investments
Illinois
$1.22M +$89.3K +946 +8%
WA
1185
WP Advisors
California
$1.21M
AFS
1186
Annapolis Financial Services
Maryland
$1.21M
BWM
1187
Baystate Wealth Management
Massachusetts
$1.21M +$90.6K +960 +8%
SCA
1188
STALEY CAPITAL ADVISERS
Pennsylvania
$1.21M -$660 -7 -0.1%
AIP
1189
Almanack Investment Partners
Pennsylvania
$1.21M -$358K -3,798 -23%
SFG
1190
Sowa Financial Group
Rhode Island
$1.21M -$2.17K -23 -0.2%
SFP
1191
Sterling Financial Planning
New Jersey
$1.2M -$18.2K -193 -1%
GPI
1192
General Partner Inc
Pennsylvania
$1.2M
IIC
1193
Integrated Investment Consultants
Michigan
$1.2M -$206K -2,179 -15%
RWM
1194
Rockwood Wealth Management
Pennsylvania
$1.2M +$21.4K +227 +2%
KC
1195
Kingfisher Capital
North Carolina
$1.19M -$28.7K -304 -2%
BB
1196
Busey Bank
Illinois
$1.19M -$94.4K -1,001 -7%
SXL
1197
Summit X LLC
Missouri
$1.19M +$39.8K +422 +3%
APWM
1198
Atlas Private Wealth Management
New York
$1.19M +$32.5K +345 +3%
PW
1199
Peninsula Wealth
California
$1.18M +$12.5K +141 +1%
FNC
1200
First National Corp
Massachusetts
$1.18M +$60.7K +643 +5%