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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 %
JPG
1376
Jordan Park Group
California
$694K
BC
1377
Barrett & Company
Rhode Island
$690K +$9.37K +94 +1%
LSA
1378
Lion Street Advisors
Texas
$690K +$257K +2,273 +59%
KFI
1379
Key Financial Inc
Pennsylvania
$688K -$2.59K -26 -0.4%
G
1380
GenTrust
Florida
$687K
SWM
1381
SeaCrest Wealth Management
New York
$687K -$20.4K -205 -3%
TCM
1382
TD Capital Management
Tennessee
$685K -$6.88K -69 -1%
GWM
1383
Greenhouse Wealth Management
Connecticut
$683K +$2.19K +22 +0.3%
WP
1384
Wealthspan Partners
Iowa
$682K -$102K -1,021 -13%
TI
1385
Truepoint Inc
Ohio
$681K +$54.2K +544 +9%
SFA
1386
Source Financial Advisors
New York
$681K -$739K -7,411 -52%
DIP
1387
DT Investment Partners
Pennsylvania
$678K +$32.4K +310 +5%
WLIM
1388
White Lighthouse Investment Management
Massachusetts
$677K +$14K +140 +2%
SSWM
1389
Smith Salley Wealth Management
North Carolina
$674K +$35.5K +356 +6%
WE
1390
Wealth Effects
Massachusetts
$672K -$1.2K -12 -0.2%
SW
1391
StrongBox Wealth
Missouri
$672K +$80.1K +804 +14%
SVWAG
1392
Sound View Wealth Advisors Group
Georgia
$672K +$27.4K +275 +4%
PI
1393
PFG Investments
New York
$672K +$214K +2,152 +47%
WPC
1394
Waters Parkerson & Co
Louisiana
$670K
ICG
1395
InterOcean Capital Group
Tennessee
$669K +$168K +1,682 +33%
GCA
1396
Gradient Capital Advisors
California
$666K +$100 +1 +0%
FCFC
1397
First Commonwealth Financial Corp
Pennsylvania
$665K -$81.8K -821 -11%
SFG
1398
Sather Financial Group
Texas
$665K
LNB
1399
Ledyard National Bank
$660K +$10.2K +102 +2%
PCM
1400
Perritt Capital Management
Illinois
$660K