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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 %
FWM
1476
FMB Wealth Management
California
$561K
DSA
1477
Droms Strauss Advisors
Missouri
$561K
LWM
1478
Liberty Wealth Management
California
$561K +$45K +477 +9%
PWP
1479
Perfromance Wealth Partners
Illinois
$560K
GJIA
1480
Glass Jacobson Investment Advisors
Maryland
$559K -$47K -498 -8%
CMP
1481
Courage Miller Partners
Virginia
$556K -$30.4K -322 -5%
IIM
1482
Ipswich Investment Management
Massachusetts
$556K +$22.2K +235 +4%
OLA
1483
Oliver Luxxe Assets
New Jersey
$555K -$4.43K -47 -0.8%
FNBTCON
1484
First National Bank & Trust Co of Newtown
Pennsylvania
$553K
LF
1485
LifeSteps Financial
California
$552K -$30.8K -327 -5%
GKIM
1486
GW&K Investment Management
Massachusetts
$551K +$311K +3,299 +130%
PAM
1487
Private Asset Management
California
$551K +$22.5K +238 +4%
TA
1488
Trellis Advisors
Washington
$549K
TA
1489
TrueWealth Advisors
Alabama
$549K +$12.8K +136 +2%
KA
1490
Kearns & Associates
California
$548K
AGM
1491
Alpine Global Management
New York
$547K +$547K +5,794 New
AAG
1492
Armstrong Advisory Group
Massachusetts
$546K +$46.3K +491 +9%
TFA
1493
Triad Financial Advisors
North Carolina
$546K
AAMA
1494
Advanced Asset Management Advisors
Ohio
$545K
MAM
1495
MMA Asset Management
Pennsylvania
$544K
B
1496
Bridgeworth
Alabama
$544K +$7.08K +75 +1%
RA
1497
Ruggaard & Associates
Ohio
$541K
TWP
1498
Tower Wealth Partners
Pennsylvania
$540K -$4.62K -49 -0.8%
TLFA
1499
True Link Financial Advisors
California
$540K -$80.2K -850 -13%
DIP
1500
DT Investment Partners
Pennsylvania
$539K -$72.1K -764 -12%