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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 %
PAMG
1326
Patton Albertson Miller Group
Tennessee
$829K -$202K -2,138 -20%
GSEP
1327
Golden State Equity Partners
California
$827K -$32.6K -346 -4%
OAM
1328
Occidental Asset Management
California
$812K +$117K +1,243 +17%
Acadian Asset Management
1329
Acadian Asset Management
Massachusetts
$811K +$329K +3,484 +68%
AWP
1330
Ascent Wealth Partners
New York
$810K -$17.1K -181 -2%
SC
1331
SouthState Corp
Florida
$809K +$53.5K +567 +7%
PWP
1332
Principle Wealth Partners
Connecticut
$808K +$395K +4,189 +96%
BCM
1333
Brookmont Capital Management
Texas
$808K -$16.1K -171 -2%
LWCFA
1334
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$798K +$153K +1,672 +24%
KP
1335
Keel Point
Alabama
$797K +$138K +1,467 +21%
GFL
1336
Granite FO LLC
New Hampshire
$796K
CFGSD
1337
Compass Financial Group (South Dakota)
South Dakota
$794K -$19.8K -210 -2%
SW
1338
StrongBox Wealth
Missouri
$793K +$157K +1,667 +25%
Kovitz Investment Group Partners
1339
Kovitz Investment Group Partners
Illinois
$791K +$64.4K +683 +9%
MSWMA
1340
Market Street Wealth Management Advisors
Indiana
$782K -$32.2K -341 -4%
EWA
1341
Exencial Wealth Advisors
Oklahoma
$782K -$43.3K -459 -5%
TWC
1342
TD Waterhouse Canada
Ontario, Canada
$777K -$45.9K -412 -6%
EWA
1343
EverSource Wealth Advisors
Alabama
$776K +$32.2K +341 +4%
IGWM
1344
ICA Group Wealth Management
Colorado
$775K -$98.7K -1,046 -11%
AW
1345
Avion Wealth
Texas
$773K
MI
1346
Moneywise Inc
Virginia
$770K -$16K -170 -2%
ICM
1347
IMS Capital Management
Oregon
$766K -$51.4K -545 -6%
COCM
1348
Charter Oak Capital Management
New Hampshire
$756K +$67.9K +720 +10%
ITIM
1349
Indiana Trust & Investment Management
Indiana
$754K +$754K +7,997 New
FB
1350
First Bancorp
Maine
$752K -$87K -922 -10%