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iShares Core S&P Small-Cap ETF

2,107 hedge funds and large institutions have $45.5B invested in iShares Core S&P Small-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 887 increasing their positions, 879 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,107
Holders Change
-20
Holders Change %
-0.94%
% of All Funds
33.72%
Holding in Top 10
338
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-3.43%
% of All Funds
5.41%
New
125
Increased
887
Reduced
879
Closed
99
Calls
$37.8M
Puts
$28.1M
Net Calls
+$9.67M
Net Calls Change
-$7.18M
Name Holding Trade Value Shares
Change
Shares
Change %
TI
1451
Truepoint Inc
Ohio
$609K +$40.3K +417 +7%
WTB
1452
Washington Trust Bank
Washington
$607K -$109K -1,124 -15%
IP
1453
Ignite Planners
California
$607K -$320K -3,352 -35%
LF
1454
LifeSteps Financial
California
$605K -$91.2K -943 -13%
FCM
1455
Firestone Capital Management
Florida
$605K +$774 +8 +0.1%
ZB
1456
Zions Bancorporation
Utah
$604K -$19.8K -205 -3%
TA
1457
Trellis Advisors
Washington
$604K +$40.7K +421 +7%
MLL
1458
Moody Lynn & Lieberson
Massachusetts
$600K -$9.48K -98 -2%
TA
1459
TrueWealth Advisors
Alabama
$599K -$159K -1,645 -21%
PTB
1460
Pioneer Trust Bank
Oregon
$597K -$20.8K -215 -3%
SIC
1461
Salem Investment Counselors
North Carolina
$597K +$17.6K +182 +3%
OLA
1462
Oliver Luxxe Assets
New Jersey
$592K +$183K +1,894 +45%
WPC
1463
White Pine Capital
Minnesota
$591K +$45.9K +475 +8%
CWM
1464
C2C Wealth Management
Arizona
$589K +$4.29K +45 +0.7%
HCC
1465
Hirtle Callaghan & Co
Pennsylvania
$589K
PTC
1466
Philadelphia Trust Company
Pennsylvania
$587K
TRIA
1467
Trail Ridge Investment Advisors
Colorado
$587K +$93K +962 +19%
RFA
1468
Resurgent Financial Advisors
Georgia
$584K -$322K -3,325 -36%
NLG
1469
New Legacy Group
New York
$580K
DIP
1470
DT Investment Partners
Pennsylvania
$580K -$16.2K -172 -3%
RSVP
1471
Ramsay Stattman Vela & Price
Colorado
$578K -$167K -1,725 -22%
PWP
1472
Perfromance Wealth Partners
Illinois
$576K -$677 -7 -0.1%
DSA
1473
Droms Strauss Advisors
Missouri
$575K +$483 +5 +0.1%
SW
1474
StrongBox Wealth
Missouri
$574K +$35.1K +363 +7%
FWM
1475
FMB Wealth Management
California
$574K