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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 %
HH
1201
Hilltop Holdings
Texas
$1.16M -$7.63M -76,617 -87%
LMIM
1202
Lockheed Martin Investment Management
Maryland
$1.16M -$8.41M -84,400 -88%
SFG
1203
Sovereign Financial Group
Connecticut
$1.16M +$10.1K +101 +0.9%
TRSOTSOK
1204
Teachers Retirement System of the State of Kentucky
Kentucky
$1.15M
RWMH
1205
Riverpoint Wealth Management Holdings
Illinois
$1.15M -$22.2K -223 -2%
CT
1206
Columbia Trust
Oregon
$1.15M -$19.9K -200 -2%
CCA
1207
Clearwater Capital Advisors
Illinois
$1.15M +$30K +301 +3%
CANC
1208
Culbertson A N & Co
Virginia
$1.15M +$157K +1,575 +16%
CWM
1209
Chemistry Wealth Management
New York
$1.15M
DJYG
1210
David J. Yvars Group
Florida
$1.14M -$629K -6,314 -36%
SWA
1211
Strategies Wealth Advisors
Michigan
$1.14M -$294K -2,955 -21%
PG
1212
Prostatis Group
Maryland
$1.14M +$1.06M +194,503 +1,516%
PWM
1213
Palumbo Wealth Management
New York
$1.13M -$344K -3,457 -23%
CA
1214
Claro Advisors
Massachusetts
$1.13M +$22.3K +224 +2%
PWM
1215
PBMares Wealth Management
Virginia
$1.13M -$16.8K -169 -1%
SW
1216
SlateStone Wealth
Florida
$1.13M -$176K -1,766 -14%
AIS
1217
American Investment Services
Massachusetts
$1.12M -$5.48K -55 -0.5%
CFP
1218
Cypress Financial Planning
New Jersey
$1.12M +$17.1K +171 +2%
AIG
1219
American International Group
New York
$1.12M -$538K -5,400 -32%
HCM
1220
Howland Capital Management
Massachusetts
$1.12M -$13.6K -136 -1%
SL
1221
SWMG LLC
Texas
$1.11M -$1.19M -11,954 -52%
CFFP
1222
Center for Financial Planning
Michigan
$1.11M -$12.4K -124 -1%
NRW
1223
Nova R Wealth
Kansas
$1.1M +$126K +1,261 +13%
AOWM
1224
Alpha Omega Wealth Management
Virginia
$1.1M -$24.4K -245 -2%
LSA
1225
Lansing Street Advisors
Pennsylvania
$1.1M +$3.89K +39 +0.4%