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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 %
WJWM
1351
Williams Jones Wealth Management
New York
$762K -$106K -1,060 -12%
GAM
1352
Gemmer Asset Management
California
$759K +$102K +1,020 +15%
WTB
1353
Washington Trust Bank
Washington
$758K +$133K +1,330 +21%
WP
1354
Westmount Partners
California
$756K +$35.7K +358 +5%
HFS
1355
Haverford Financial Services
Pennsylvania
$748K
HGWM
1356
Horst & Graben Wealth Management
Oregon
$745K -$1.61M -16,130 -68%
SAM
1357
Strategy Asset Managers
California
$745K -$1.25M -12,563 -63%
BAM
1358
Berkshire Asset Management
Pennsylvania
$745K -$37.8K -379 -5%
CG
1359
Caprock Group
Idaho
$744K +$16.5K +166 +2%
FFA
1360
Farther Finance Advisors
California
$744K -$242K -2,426 -25%
Invesco
1361
Invesco
Georgia
$739K -$5.18K -52 -0.7%
FFL
1362
Financial Freedom LLC
Ohio
$735K +$175K +1,756 +31%
OAM
1363
Occidental Asset Management
California
$734K -$3.47M -34,830 -83%
COCM
1364
Charter Oak Capital Management
New Hampshire
$727K +$63.6K +638 +10%
SCG
1365
Sonata Capital Group
Washington
$717K
CPA
1366
Cardiff Park Advisors
California
$710K +$1.89K +19 +0.3%
EBSAM
1367
Eubel Brady & Suttman Asset Management
Ohio
$710K +$100 +1 +0%
ME
1368
McIlrath & Eck
Washington
$709K +$9.77K +98 +1%
DBT
1369
Dubuque Bank & Trust
Iowa
$708K -$12.9K -129 -2%
BWA
1370
Bordeaux Wealth Advisors
California
$707K
LWCFA
1371
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$701K +$117K +1,177 +20%
USCWA
1372
U.S. Capital Wealth Advisors
Texas
$700K +$700K +7,025 New
OWA
1373
Outlook Wealth Advisors
Texas
$700K -$6.88K -69 -1%
FCH
1374
Freestone Capital Holdings
Washington
$697K +$18K +181 +3%
KP
1375
Keel Point
Alabama
$696K -$4.68K -47 -0.7%