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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 %
AOWM
1251
Alpha Omega Wealth Management
Virginia
$1.02M -$17.3K -183 -2%
CPA
1252
Capital Planning Advisors
California
$1.02M -$1.04K -11 -0.1%
CIBC World Market
1253
CIBC World Market
Ontario, Canada
$1.02M -$1.51M -16,026 -60%
JIR
1254
James Investment Research
Ohio
$1.02M +$1.51K +16 +0.1%
EWA
1255
Evolution Wealth Advisors
Florida
$1.02M
CHA
1256
Carmichael Hill & Associates
Maryland
$1.02M +$3.02K +32 +0.3%
KW
1257
KWB Wealth
California
$1.01M -$37.7K -378 -4%
FB
1258
Fulton Bank
Pennsylvania
$1.01M +$35.5K +376 +4%
TAM
1259
Townsend Asset Management
North Carolina
$1.01M -$24.5K -260 -2%
SFG
1260
Sovereign Financial Group
Connecticut
$1M -$90.6K -960 -8%
RT
1261
Rockland Trust
Massachusetts
$1M -$4.06K -43 -0.4%
AWM
1262
Accurate Wealth Management
Florida
$998K +$208K +2,211 +26%
MWM
1263
Maltin Wealth Management
New Jersey
$992K +$1.98K +21 +0.2%
Deutsche Bank
1264
Deutsche Bank
Germany
$991K -$11.9K -126 -1%
LC
1265
Lincoln Capital
Nebraska
$990K +$26.2K +278 +3%
PCA
1266
Pallas Capital Advisors
Massachusetts
$988K +$323K +3,659 +49%
SBH
1267
Segall Bryant & Hamill
Illinois
$986K +$59.1K +626 +6%
JPWM
1268
Jamison Private Wealth Management
Georgia
$985K +$985K +10,444 New
SCA
1269
Stokes Capital Advisors
South Carolina
$981K +$35.6K +377 +4%
CGFA
1270
Colton Groome Financial Advisors
North Carolina
$978K -$1.54M -16,309 -61%
NRW
1271
Nova R Wealth
Kansas
$977K -$66.6K -706 -6%
SAM
1272
Silvercrest Asset Management
New York
$975K +$85.9K +911 +10%
SFG
1273
StrategIQ Financial Group
Indiana
$975K -$26K -276 -3%
BO
1274
Bank OZK
Arkansas
$971K -$302K -3,201 -24%
WCFA
1275
Walkner Condon Financial Advisors
Wisconsin
$968K +$118K +1,247 +14%