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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 %
KAM
1351
Kraft Asset Management
Tennessee
$752K -$11.4K -121 -1%
CWM
1352
Calamos Wealth Management
Illinois
$751K +$220K +2,334 +41%
CTB
1353
Country Trust Bank
Illinois
$750K
MCCA
1354
Mill Creek Capital Advisors
Pennsylvania
$749K -$34.4K -365 -4%
MCM
1355
MV Capital Management
Maryland
$744K
GKWIM
1356
Gerber Kawasaki Wealth & Investment Management
California
$742K -$131K -1,389 -15%
TPW
1357
Transatlantique Private Wealth
New York
$742K -$10.6K -112 -1%
DP
1358
Denver PWM
Colorado
$742K -$2.44M -26,239 -77%
ES
1359
Eagle Strategies
New York
$740K +$377K +4,000 +104%
JCM
1360
Jacobi Capital Management
Pennsylvania
$738K -$1.79K -19 -0.2%
HWM
1361
Horizons Wealth Management
North Carolina
$736K -$2.83K -30 -0.4%
AFG
1362
Allegheny Financial Group
Pennsylvania
$735K +$296K +3,141 +68%
EW
1363
Evoke Wealth
California
$734K +$133K +1,408 +22%
SHFA
1364
SC&H Financial Advisors
Maryland
$733K -$5.47K -58 -0.7%
CWS
1365
Cypress Wealth Services
California
$733K -$373K -3,959 -34%
C1AG
1366
Client 1st Advisory Group
Florida
$731K -$267K -2,833 -27%
CL
1367
COWA LLC
Oklahoma
$724K -$128K -1,356 -15%
SC
1368
Sierra Capital
Florida
$724K
WJWM
1369
Williams Jones Wealth Management
New York
$724K +$2.36K +25 +0.3%
LW
1370
Lauer Wealth
Indiana
$722K -$4.64K -50 -0.6%
HA
1371
HFG Advisors
Ohio
$719K -$79.6K -844 -10%
WTB
1372
Washington Trust Bank
Washington
$718K
WA
1373
Wealth Advisors
California
$714K
CG
1374
Caprock Group
Idaho
$709K +$1.71K +18 +0.2%
HFS
1375
Haverford Financial Services
Pennsylvania
$708K