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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 %
KLCM
1301
KG&L Capital Management
Louisiana
$900K -$22.6K -240 -2%
AL
1302
ADE LLC
Maryland
$898K -$16.1K -171 -2%
SIA
1303
SeaBridge Investment Advisors
New Jersey
$897K +$123K +1,300 +16%
EDRIA
1304
Edmonds Duncan Registered Investment Advisors
Kansas
$896K -$283 -3 -0%
FPW
1305
Flagship Private Wealth
Massachusetts
$896K +$2.55K +27 +0.3%
WHG
1306
Westwood Holdings Group
Texas
$895K -$98.8K -1,047 -10%
Legacy Financial Group (Iowa)
1307
Legacy Financial Group (Iowa)
Iowa
$894K +$894K +9,482 New
BAAM
1308
Baker Avenue Asset Management
California
$882K +$67.6K +717 +8%
TCM
1309
Tufton Capital Management
Maryland
$878K +$377 +4 +0%
ZIC
1310
ZWJ Investment Counsel
Georgia
$869K -$25.5K -270 -3%
PPWP
1311
Proquility Private Wealth Partners
Nevada
$861K +$1.42K +15 +0.2%
WDG
1312
Wealth Dimensions Group
Ohio
$859K +$8.87K +94 +1%
CPP
1313
Capasso Planning Partners
South Carolina
$856K -$7.55K -80 -0.9%
ECM
1314
ExodusPoint Capital Management
New York
$849K +$849K +9,000 New
SAM
1315
Secure Asset Management
Michigan
$849K +$548K +5,810 +182%
KL
1316
KWMG LLC
Kansas
$847K -$492K -5,218 -37%
FWIA
1317
Fort Washington Investment Advisors
Ohio
$842K -$28.3K -300 -3%
WP
1318
Westmount Partners
California
$842K +$126K +1,336 +18%
PSF
1319
Pacific Sun Financial
California
$841K -$53.8K -570 -6%
ICG
1320
InterOcean Capital Group
Tennessee
$841K +$207K +2,198 +33%
MGWM
1321
Marks Group Wealth Management
Minnesota
$834K
PC
1322
Port Capital
Illinois
$833K +$464K +4,920 +126%
SPIO
1323
Seven Post Investment Office
California
$832K
MFT
1324
Moisand Fitzgerald Tamayo
Florida
$830K -$6.41K -68 -0.8%
SVWAG
1325
Sound View Wealth Advisors Group
Georgia
$830K +$194K +2,054 +30%