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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 %
MI
1326
Moneywise Inc
Virginia
$831K -$16.2K -163 -2%
MCCA
1327
Mill Creek Capital Advisors
Pennsylvania
$827K
OFG
1328
Oxford Financial Group
Indiana
$823K +$301K +3,022 +58%
SIA
1329
SeaBridge Investment Advisors
New Jersey
$818K
AW
1330
Avion Wealth
Texas
$816K -$398 -4 -0%
LWM
1331
Lyell Wealth Management
California
$808K -$163K -1,636 -17%
LW
1332
Lauer Wealth
Indiana
$808K +$34.1K +330 +4%
KAM
1333
Kraft Asset Management
Tennessee
$806K -$26.1K -262 -3%
IWP
1334
Invenio Wealth Partners
Florida
$806K +$806K +8,086 New
VHAM
1335
Van Hulzen Asset Management
California
$801K +$26.5K +266 +3%
SC
1336
SouthState Corp
Florida
$798K +$556K +5,576 +230%
TPW
1337
Transatlantique Private Wealth
New York
$795K
CTB
1338
Country Trust Bank
Illinois
$792K
STCOSD
1339
Sageworth Trust Company of South Dakota
South Dakota
$788K +$7.47K +75 +1%
MCM
1340
MV Capital Management
Maryland
$786K +$102K +1,022 +15%
EWA
1341
EverSource Wealth Advisors
Alabama
$785K +$399 +4 +0.1%
JCM
1342
Jacobi Capital Management
Pennsylvania
$782K +$26K +261 +3%
HWM
1343
Horizons Wealth Management
North Carolina
$780K -$58K -582 -7%
SHFA
1344
SC&H Financial Advisors
Maryland
$780K +$1.99K +20 +0.3%
BTWM
1345
Baker Tilly Wealth Management
Wisconsin
$773K +$27K +271 +4%
PCA
1346
Pallas Capital Advisors
Massachusetts
$771K +$493K +4,825 +178%
WA
1347
Wealth Advisors
California
$769K -$509 -5 -0.1%
Kovitz Investment Group Partners
1348
Kovitz Investment Group Partners
Illinois
$768K -$5.15M -51,666 -87%
SC
1349
Sierra Capital
Florida
$764K
JBA
1350
Johnson Bixby & Associates
Washington
$764K -$18.6K -187 -2%