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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 %
FAG
1551
Fortitude Advisory Group
Washington
$480K +$13.3K +133 +3%
KSWA
1552
Kathleen S. Wright Associates
Pennsylvania
$480K -$7.17K -72 -1%
HIP
1553
HUB Investment Partners
Texas
$477K +$200K +2,004 +72%
Simplex Trading
1554
Simplex Trading
Illinois
$473K +$264K +2,653 +126%
GI
1555
GS Investments
Minnesota
$473K +$18.4K +185 +4%
BI
1556
Ballast Inc
Kentucky
$470K -$14.3K -143 -3%
AFG
1557
Allegheny Financial Group
Pennsylvania
$463K -$86.3K -866 -16%
BCM
1558
BTC Capital Management
Iowa
$461K -$25.4K -255 -5%
SNB
1559
Security National Bank
Nebraska
$460K +$25.7K +258 +6%
WB
1560
West Bancorporation
Iowa
$460K +$96.2K +965 +26%
MIM
1561
Macroview Investment Management
Maryland
$459K +$5.48K +55 +1%
BCMLT
1562
Beacon Capital Management LLC (Tennessee)
Tennessee
$459K -$16.4K -165 -3%
CTWM
1563
Cherry Tree Wealth Management
Minnesota
$459K +$459K +4,603 New
HSG
1564
Helen Stephens Group
Texas
$458K -$2.19K -22 -0.5%
APWA
1565
Atlas Private Wealth Advisors
New Jersey
$457K +$207K +2,076 +83%
T. Rowe Price Associates
1566
T. Rowe Price Associates
Maryland
$457K -$24.9K -250 -5%
SGCA
1567
Steel Grove Capital Advisors
Tennessee
$456K +$167K +1,680 +58%
TRIA
1568
Trail Ridge Investment Advisors
Colorado
$456K -$149K -1,493 -25%
CSWM
1569
Cassady Schiller Wealth Management
Ohio
$455K -$10.8K -108 -2%
AP
1570
Appleton Partners
Massachusetts
$453K -$3.49K -35 -0.8%
SWM
1571
Selective Wealth Management
Virginia
$451K +$451K +4,526 New
FEG
1572
Fund Evaluation Group
Ohio
$450K +$3.79K +38 +0.8%
WPP
1573
Whalerock Point Partners
Rhode Island
$449K +$100 +1 +0%
CCT
1574
Capital City Trust
Florida
$449K
PG
1575
Patten Group
Tennessee
$445K -$21.5K -216 -5%