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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 %
SSW
1501
Smith Shellnut Wilson
Mississippi
$538K -$37.6K -399 -7%
HNWA
1502
Henrickson Nauta Wealth Advisors
Michigan
$537K
WWM
1503
Wolff Wiese Magana
California
$537K +$28.2K +299 +6%
PCH
1504
PGIM Custom Harvest
New Jersey
$536K +$117K +1,241 +28%
PA
1505
Procyon Advisors
Connecticut
$535K -$32.1K -340 -6%
CB
1506
CNB Bank
Pennsylvania
$534K +$318K +3,376 +147%
KA
1507
Kovack Advisors
Florida
$531K -$17.6K -187 -3%
ACA
1508
Aptus Capital Advisors
Alabama
$529K +$48.6K +515 +10%
PFA
1509
Professional Financial Advisors
Nebraska
$524K -$24.7K -262 -5%
AAMC
1510
Asset Allocation & Management Company
Illinois
$523K
BOPW
1511
Brandywine Oak Private Wealth
Pennsylvania
$522K +$94 +1 +0%
PI
1512
Parkside Investments
Illinois
$521K
ClearBridge Investments
1513
ClearBridge Investments
New York
$518K
WPC
1514
White Pine Capital
Minnesota
$517K -$91.5K -970 -15%
VCP
1515
Vista Capital Partners
Oregon
$515K +$4.81K +51 +0.9%
HGWM
1516
Horst & Graben Wealth Management
Oregon
$514K -$191K -2,023 -27%
GHA
1517
GW Henssler & Associates
Georgia
$513K +$6.23K +66 +1%
SFA
1518
Source Financial Advisors
New York
$512K -$133K -1,407 -21%
MCM
1519
McRae Capital Management
New Jersey
$511K +$10.6K +112 +2%
SFP
1520
Strategic Financial Planning
Texas
$510K
EB
1521
Exchange Bank
California
$510K -$54.6K -579 -10%
HPA
1522
High Probability Advisors
New York
$508K
WQ
1523
Wealth Quarterback
New Jersey
$508K -$82.5K -875 -14%
WCWM
1524
Willow Creek Wealth Management
California
$506K
ZB
1525
Zions Bancorporation
Utah
$506K -$5.75K -61 -1%