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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 %
BLC
1426
Brown, Lisle/Cummings
Rhode Island
$631K +$100 +1 +0%
MWM
1427
McNaughton Wealth Management
California
$630K -$23.8K -239 -4%
MWM
1428
MY Wealth Management
Maryland
$630K +$68.3K +685 +12%
HPM
1429
Hoxton Planning & Management
West Virginia
$630K -$204K -2,048 -24%
M
1430
MOTCO
Texas
$628K +$118K +1,188 +23%
RZH
1431
Relyea Zuckerberg Hanson
Connecticut
$627K -$15.7K -158 -2%
AWMNH
1432
Arcadia Wealth Management (New Hampshire)
New Hampshire
$624K -$1.28M -12,854 -67%
WQ
1433
Wealth Quarterback
New Jersey
$624K -$96.1K -964 -13%
VCM
1434
Vivaldi Capital Management
Illinois
$622K -$7.38K -74 -1%
GSC
1435
Grey Street Capital
Illinois
$621K +$621K +6,231 New
SEEDPG
1436
S.E.E.D. Planning Group
New York
$621K -$106K -1,066 -15%
CMP
1437
Courage Miller Partners
Virginia
$619K +$29.1K +292 +5%
MLL
1438
Moody Lynn & Lieberson
Massachusetts
$618K
LF
1439
LifeSteps Financial
California
$616K -$8.07K -81 -1%
RSVP
1440
Ramsay Stattman Vela & Price
Colorado
$615K +$19.4K +195 +3%
PTB
1441
Pioneer Trust Bank
Oregon
$615K +$299 +3 +0%
BBW
1442
Blue Barn Wealth
Utah
$612K -$252K -2,530 -29%
NAG
1443
Northstar Advisory Group
New Jersey
$610K +$610K +6,122 New
ARIS
1444
Advanced Research Investment Solutions
California
$609K +$609K +6,115 New
SSW
1445
Smith Shellnut Wilson
Mississippi
$608K -$45.3K -455 -7%
HVIA
1446
Hudson Valley Investment Advisors
New York
$608K -$32.4K -325 -5%
PTC
1447
Philadelphia Trust Company
Pennsylvania
$605K
WWP
1448
WR Wealth Planners
Missouri
$604K +$239K +2,402 +66%
PA
1449
Procyon Advisors
Connecticut
$599K -$37.9K -380 -6%
NLG
1450
New Legacy Group
New York
$598K