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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 %
WDG
1301
Wealth Dimensions Group
Ohio
$898K -$7.08K -71 -0.8%
WCFA
1302
Walkner Condon Financial Advisors
Wisconsin
$898K -$260K -2,609 -22%
WEG
1303
World Equity Group
Illinois
$895K -$2.12M -21,289 -70%
MSRPS
1304
Maryland State Retirement & Pension System
Maryland
$893K -$2.15M -21,551 -71%
FB
1305
First Bancorp
Maine
$886K +$4.58K +46 +0.5%
MFT
1306
Moisand Fitzgerald Tamayo
Florida
$884K +$20.8K +209 +2%
MGWM
1307
Marks Group Wealth Management
Minnesota
$881K
SPIO
1308
Seven Post Investment Office
California
$879K
AWP
1309
Ascent Wealth Partners
New York
$874K -$1.4M -14,017 -62%
TWC
1310
TD Waterhouse Canada
Ontario, Canada
$872K +$451K +3,818 +107%
EWA
1311
Exencial Wealth Advisors
Oklahoma
$872K +$288K +2,886 +49%
TFA
1312
Tranquilli Financial Advisor
New Jersey
$871K +$634K +6,366 +268%
BCM
1313
Brookmont Capital Management
Texas
$870K +$25.4K +255 +3%
ICM
1314
IMS Capital Management
Oregon
$863K +$54K +542 +7%
MSWMA
1315
Market Street Wealth Management Advisors
Indiana
$860K +$2.59K +26 +0.3%
BAAM
1316
Baker Avenue Asset Management
California
$860K -$397K -3,983 -32%
CFGSD
1317
Compass Financial Group (South Dakota)
South Dakota
$859K -$102K -1,019 -11%
WAL
1318
W Advisors LLC
Tennessee
$858K -$64.7K -649 -7%
GC
1319
Gilbert & Cook
Iowa
$856K -$18K -181 -2%
AWM
1320
Accurate Wealth Management
Florida
$853K +$97.6K +962 +13%
SWM
1321
Sendero Wealth Management
Texas
$851K -$207K -2,074 -20%
AWM
1322
Axxcess Wealth Management
California
$845K -$882K -8,851 -51%
CMI
1323
Clare Market Investments
Texas
$845K +$428K +4,295 +103%
HA
1324
HFG Advisors
Ohio
$843K +$134K +1,344 +19%
GFL
1325
Granite FO LLC
New Hampshire
$841K