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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 %
JBA
1376
Johnson Bixby & Associates
Washington
$706K -$17.1K -181 -2%
HWM
1377
Hohimer Wealth Management
Washington
$705K -$256K -2,710 -27%
PFA
1378
Pinnacle Family Advisors
Missouri
$705K -$628K -6,656 -47%
BAM
1379
Berkshire Asset Management
Pennsylvania
$705K
NFP
1380
Narus Financial Partners
Utah
$700K +$209K +2,212 +42%
SFO
1381
Stokes Family Office
Louisiana
$697K +$295K +3,131 +73%
RSVP
1382
Ramsay Stattman Vela & Price
Colorado
$696K +$114K +1,206 +20%
FFL
1383
Financial Freedom LLC
Ohio
$696K
SCG
1384
Sonata Capital Group
Washington
$694K +$15.3K +162 +2%
GAM
1385
Gemmer Asset Management
California
$693K -$25.1K -266 -3%
TI
1386
Truepoint Inc
Ohio
$692K +$47.2K +500 +7%
BFA
1387
Beacon Financial Advisory
Ohio
$691K -$305K -3,235 -31%
RIL
1388
Rothschild Investment LLC
Illinois
$685K +$146K +1,545 +27%
BA
1389
Ballast Advisors
Minnesota
$684K -$316K -3,355 -32%
SSWM
1390
Smith Salley Wealth Management
North Carolina
$674K +$36.7K +389 +6%
LNB
1391
Ledyard National Bank
$674K +$49K +519 +8%
RG
1392
Rathbones Group
United Kingdom
$674K +$674K +7,140 New
CWM
1393
Centurion Wealth Management
Virginia
$673K +$124K +1,318 +23%
CPA
1394
Cardiff Park Advisors
California
$673K
EBSAM
1395
Eubel Brady & Suttman Asset Management
Ohio
$672K
CSWM
1396
Cassady Schiller Wealth Management
Ohio
$672K +$242K +2,561 +56%
Invesco
1397
Invesco
Georgia
$669K -$29.8K -316 -4%
TSS
1398
Two Sigma Securities
New York
$668K +$668K +7,081 New
BPC
1399
Banque Pictet & Cie
Switzerland
$666K +$196K +2,082 +42%
HF
1400
HRT Financial
New York
$664K -$6.49M -68,836 -91%