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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 %
BC
1401
Barrett & Company
Rhode Island
$663K +$9.43K +100 +1%
CMI
1402
Clare Market Investments
Texas
$658K -$141K -1,495 -18%
KFI
1403
Key Financial Inc
Pennsylvania
$658K +$6.79K +72 +1%
BFS
1404
Bradley Foster & Sargent
Connecticut
$654K
OWA
1405
Outlook Wealth Advisors
Texas
$652K -$10.3K -109 -2%
DI
1406
DFPG Investments
Utah
$649K -$189K -2,087 -23%
CIA
1407
Compass Ion Advisors
Pennsylvania
$647K +$132K +1,397 +26%
GWM
1408
Greenhouse Wealth Management
Connecticut
$646K
EBA
1409
Eagle Bay Advisors
New York
$643K +$224K +2,373 +53%
PCP
1410
Proficio Capital Partners
Massachusetts
$642K -$1.23M -13,025 -66%
LWM
1411
Lyell Wealth Management
California
$641K -$124K -1,315 -16%
SFC
1412
Strategic Financial Concepts
Texas
$637K +$104K +1,107 +20%
WE
1413
Wealth Effects
Massachusetts
$636K
FCH
1414
Freestone Capital Holdings
Washington
$636K -$23.9K -253 -4%
SWM
1415
SeaCrest Wealth Management
New York
$635K -$14.7K -156 -2%
WPC
1416
Waters Parkerson & Co
Louisiana
$635K
WLIM
1417
White Lighthouse Investment Management
Massachusetts
$634K -$6.41K -68 -1%
FCFC
1418
First Commonwealth Financial Corp
Pennsylvania
$630K
SFG
1419
Sather Financial Group
Texas
$629K
PCM
1420
Palisade Capital Management
New Jersey
$626K +$98.7K +1,046 +19%
SIG
1421
Stonegate Investment Group
Alabama
$625K +$300K +3,180 +92%
PCM
1422
Perritt Capital Management
Illinois
$625K
GCA
1423
Gradient Capital Advisors
California
$624K -$5.94K -63 -0.9%
WCM
1424
WealthBridge Capital Management
Ohio
$624K
IA
1425
Insight Advisors
Pennsylvania
$623K +$18.6K +197 +3%