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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 %
EB
1451
Exchange Bank
California
$596K +$596K +5,982 New
1WA
1452
180 Wealth Advisors
Washington
$594K +$19.4K +193 +3%
WFA
1453
Wells Financial Advisors
Massachusetts
$594K -$84.7K -850 -12%
FWM
1454
FMB Wealth Management
California
$593K +$1.4K +14 +0.2%
OLA
1455
Oliver Luxxe Assets
New Jersey
$591K -$18.5K -186 -3%
DSA
1456
Droms Strauss Advisors
Missouri
$588K +$395 +4 +0.1%
PWP
1457
Perfromance Wealth Partners
Illinois
$587K -$1.38K -14 -0.2%
FNBTCON
1458
First National Bank & Trust Co of Newtown
Pennsylvania
$584K +$37.4K +375 +7%
TW
1459
Transform Wealth
Colorado
$583K -$104K -1,039 -15%
SFP
1460
Shepherd Financial Partners
Massachusetts
$583K -$2.69K -27 -0.5%
TA
1461
Trellis Advisors
Washington
$580K -$42K -421 -7%
PFA
1462
Professional Financial Advisors
Nebraska
$580K -$112K -1,123 -16%
CWM
1463
Centurion Wealth Management
Virginia
$579K -$305K -3,062 -34%
KA
1464
Kovack Advisors
Florida
$579K -$9.57K -96 -2%
KA
1465
Kearns & Associates
California
$579K
TFA
1466
Triad Financial Advisors
North Carolina
$577K
AAMA
1467
Advanced Asset Management Advisors
Ohio
$576K
TWP
1468
Tower Wealth Partners
Pennsylvania
$575K -$3.49K -35 -0.6%
MAM
1469
MMA Asset Management
Pennsylvania
$575K +$30.6K +307 +6%
Fisher Asset Management
1470
Fisher Asset Management
Washington
$575K +$42.4K +425 +8%
HCC
1471
Hirtle Callaghan & Co
Pennsylvania
$574K -$32.8K -329 -5%
CCWM
1472
Cassaday & Co Wealth Management
Virginia
$573K -$9.77K -98 -2%
RA
1473
Ruggaard & Associates
Ohio
$572K -$9.97K -100 -2%
RIL
1474
Rothschild Investment LLC
Illinois
$570K +$99.7K +1,000 +21%
B
1475
Bridgeworth
Alabama
$567K -$425K -4,265 -43%