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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 %
RWMH
1226
Riverpoint Wealth Management Holdings
Illinois
$1.1M +$13.6K +144 +1%
QFA
1227
Quattro Financial Advisors
Texas
$1.1M +$1.1M +11,630 New
CWM
1228
Chemistry Wealth Management
New York
$1.1M +$8.77K +93 +0.8%
LMIM
1229
Lockheed Martin Investment Management
Maryland
$1.09M
W
1230
WealthOne
New York
$1.09M -$497K -5,269 -31%
PWM
1231
PBMares Wealth Management
Virginia
$1.09M +$23.1K +245 +2%
TRSOTSOK
1232
Teachers Retirement System of the State of Kentucky
Kentucky
$1.09M
CCA
1233
Clearwater Capital Advisors
Illinois
$1.09M -$2.36K -25 -0.2%
CT
1234
Columbia Trust
Oregon
$1.08M -$6.13K -65 -0.6%
DJYG
1235
David J. Yvars Group
Florida
$1.08M -$2.83K -30 -0.3%
RFA
1236
Resurgent Financial Advisors
Georgia
$1.08M +$34.8K +369 +3%
DFG
1237
Delta Financial Group
New Jersey
$1.08M +$1.08M +11,393 New
CBT
1238
CoreFirst Bank & Trust
Kansas
$1.07M +$549K +5,815 +105%
ICP
1239
Interchange Capital Partners
Pennsylvania
$1.07M +$46.6K +494 +5%
PI
1240
PFG Investments
New York
$1.07M +$433K +4,586 +68%
PFG
1241
PAX Financial Group
Texas
$1.07M -$513K -5,442 -32%
IAM
1242
Innovis Asset Management
Illinois
$1.07M +$111K +1,172 +12%
CA
1243
Claro Advisors
Massachusetts
$1.06M -$6.13K -65 -0.6%
HCM
1244
Howland Capital Management
Massachusetts
$1.06M
SWA
1245
Strategies Wealth Advisors
Michigan
$1.06M -$18.1K -192 -2%
EWA
1246
ERTS Wealth Advisors
Michigan
$1.05M -$48.9K -518 -4%
GDP
1247
Great Diamond Partners
Maine
$1.05M +$17.4K +184 +2%
HT
1248
Headlands Technologies
Illinois
$1.04M -$518K -5,491 -33%
MCM
1249
Maple Capital Management
Vermont
$1.04M +$20.1K +213 +2%
CFFP
1250
Center for Financial Planning
Michigan
$1.03M -$19.1K -202 -2%