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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 %
SAM
1526
SP Asset Management
California
$504K
RZH
1527
Relyea Zuckerberg Hanson
Connecticut
$502K -$91.3K -968 -15%
BB
1528
Berkshire Bank
Massachusetts
$501K
SW
1529
SteelPeak Wealth
California
$501K -$28.1K -296 -5%
APW
1530
Acima Private Wealth
Virginia
$500K +$422K +4,472 +539%
SAM
1531
Strategy Asset Managers
California
$500K -$205K -2,172 -29%
LFG
1532
Larson Financial Group
Missouri
$500K +$8.96K +95 +2%
TA
1533
Tiedemann Advisors
New York
$499K
VWA
1534
V Wealth Advisors
Kansas
$498K -$802K -8,498 -62%
NPT
1535
Nixon Peabody Trust
Massachusetts
$497K -$7.08K -75 -1%
PMFA
1536
Plante Moran Financial Advisors
Michigan
$495K +$943 +10 +0.2%
CC
1537
Cannell & Co
New York
$495K +$304K +3,220 +159%
CI
1538
CX Institutional
Indiana
$491K -$7.28M -77,142 -94%
EFG
1539
Ethos Financial Group
Pennsylvania
$490K +$490K +5,165 New
HSG
1540
Helen Stephens Group
Texas
$489K +$55.8K +591 +13%
RRWA
1541
Rainey & Randall Wealth Advisors
Florida
$488K
DA
1542
Doliver Advisors
Texas
$485K +$6.6K +70 +1%
OFG
1543
Oxford Financial Group
Indiana
$484K -$295K -3,131 -38%
PIA
1544
Panoramic Investment Advisors
Colorado
$483K +$483K +5,125 New
LWMG
1545
Levy Wealth Management Group
Pennsylvania
$483K
DACG
1546
Donor Advised Charitable Giving
California
$481K -$8.87K -94 -2%
BWA
1547
Burt Wealth Advisors
Maryland
$481K
AIM
1548
Alhambra Investment Management
Florida
$480K +$14.6K +155 +3%
ST
1549
Somerset Trust
Pennsylvania
$477K -$1.89K -20 -0.4%
SWM
1550
Sendero Wealth Management
Texas
$477K -$328K -3,478 -41%