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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 %
TWP
1401
Total Wealth Planning
Ohio
$660K -$2.09K -21 -0.3%
WCM
1402
WealthBridge Capital Management
Ohio
$659K -$15.4K -155 -2%
SIC
1403
Salem Investment Counselors
North Carolina
$657K +$42.7K +428 +7%
Millennium Management
1404
Millennium Management
New York
$657K -$11.4M -114,441 -95%
MSFS
1405
Main Street Financial Solutions
Pennsylvania
$656K -$37.3K -374 -5%
AA
1406
Argent Advisors
Louisiana
$656K +$3.19K +32 +0.5%
TLFA
1407
True Link Financial Advisors
California
$655K -$820K -8,232 -56%
BFS
1408
Bradley Foster & Sargent
Connecticut
$654K +$2.89K +29 +0.4%
FPB
1409
First PREMIER Bank
South Dakota
$651K +$11.8K +118 +2%
BFA
1410
Bragg Financial Advisors
North Carolina
$650K
IP
1411
Ignite Planners
California
$650K +$23.7K +241 +4%
LCC
1412
Lincoln Capital Corp
Rhode Island
$650K -$12.5K -125 -2%
WOSD
1413
WFA of San Diego
California
$648K -$131K -1,315 -17%
JCM
1414
Janney Capital Management
Pennsylvania
$647K -$35.3K -354 -5%
CM
1415
Columbus Macro
Pennsylvania
$645K -$302K -3,029 -32%
WPC
1416
White Pine Capital
Minnesota
$643K +$33.5K +336 +5%
TWM
1417
TMD Wealth Management
Arizona
$642K +$153K +1,535 +31%
FA
1418
Financial Advisors
Massachusetts
$640K
HWA
1419
Hillcrest Wealth Advisors
New Jersey
$640K
GJIA
1420
Glass Jacobson Investment Advisors
Maryland
$640K +$640K +6,422 New
FCM
1421
Firestone Capital Management
Florida
$640K +$1.02K +10 +0.2%
IA
1422
Insight Advisors
Pennsylvania
$638K -$14.8K -149 -2%
CWM
1423
C2C Wealth Management
Arizona
$634K
LMKC
1424
L.M. Kohn & Company
Ohio
$633K -$11.9K -119 -2%
EW
1425
Evoke Wealth
California
$632K