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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 %
TA
1476
TrueWealth Advisors
Alabama
$567K -$51.2K -514 -8%
HNWA
1477
Henrickson Nauta Wealth Advisors
Michigan
$565K
BS
1478
Banco Santander
Spain
$564K -$1.28M -12,833 -69%
IIM
1479
Ipswich Investment Management
Massachusetts
$564K +$47.9K +481 +9%
SFC
1480
Strategic Financial Concepts
Texas
$562K -$4.29K -43 -0.8%
CWM
1481
Calamos Wealth Management
Illinois
$561K -$99K -993 -15%
OWM
1482
Orgel Wealth Management
Wisconsin
$558K -$292K -2,926 -34%
MPW
1483
MGO Private Wealth
California
$558K -$453K -4,548 -45%
PAM
1484
Private Asset Management
California
$558K -$3.49K -35 -0.6%
PCS
1485
Personal CFO Solutions
New Jersey
$558K -$120K -1,203 -18%
PCM
1486
Palisade Capital Management
New Jersey
$558K +$78.3K +786 +16%
SW
1487
SteelPeak Wealth
California
$556K +$302K +3,026 +119%
CBT
1488
CoreFirst Bank & Trust
Kansas
$554K +$524K +5,260 +1,753%
AAMC
1489
Asset Allocation & Management Company
Illinois
$552K -$110K -1,100 -17%
BOPW
1490
Brandywine Oak Private Wealth
Pennsylvania
$551K +$1.2K +12 +0.2%
PI
1491
Parkside Investments
Illinois
$550K -$127K -1,275 -19%
ClearBridge Investments
1492
ClearBridge Investments
New York
$547K
ACM
1493
Advisors Capital Management
New Jersey
$547K -$103K -1,031 -16%
VWM
1494
Venturi Wealth Management
Texas
$546K -$91.2M -915,456 -99%
LWM
1495
Liberty Wealth Management
California
$545K -$146K -1,464 -21%
CIA
1496
Compass Ion Advisors
Pennsylvania
$544K +$11K +110 +2%
KTA
1497
Keeley-Teton Advisors
Illinois
$541K
ZB
1498
Zions Bancorporation
Utah
$541K -$82.2K -825 -13%
VCP
1499
Vista Capital Partners
Oregon
$539K -$6.88K -69 -1%
SFP
1500
Strategic Financial Planning
Texas
$539K