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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 %
LA
1551
Latitude Advisors
Florida
$477K +$849 +9 +0.2%
BS
1552
Banco Santander
Spain
$475K -$59.1K -627 -11%
LRIA
1553
Leonard Rickey Investment Advisors
Washington
$475K -$8.21K -87 -2%
G
1554
GenTrust
Florida
$475K -$179K -1,887 -27%
SEEDPG
1555
S.E.E.D. Planning Group
New York
$474K -$113K -1,200 -19%
NPP
1556
New Potomac Partners
Maryland
$474K +$2.26K +24 +0.5%
SNB
1557
Security National Bank
Nebraska
$473K +$34.5K +363 +8%
NI
1558
Noked Israel
Israel
$472K +$142K +1,500 +43%
D
1559
Dentgroup
Louisiana
$469K +$13.3K +141 +3%
CCWM
1560
Cassaday & Co Wealth Management
Virginia
$468K -$74.2K -787 -14%
AIA
1561
Angeles Investment Advisors
California
$466K
DCS
1562
Destiny Capital Securities
Colorado
$466K +$466K +4,935 New
DBT
1563
Dubuque Bank & Trust
Iowa
$464K -$206K -2,187 -31%
AF
1564
Alerus Financial
North Dakota
$464K
CAM
1565
Clark Asset Management
New Hampshire
$461K +$115K +1,220 +33%
BWP
1566
BSW Wealth Partners
Colorado
$460K -$5.57K -59 -1%
BWP
1567
Baldwin Wealth Partners
Massachusetts
$459K -$5.19K -55 -1%
BCMLT
1568
Beacon Capital Management LLC (Tennessee)
Tennessee
$459K
TC
1569
Trust Company
Kansas
$457K
SCM
1570
Seascape Capital Management
New Hampshire
$455K -$20K -212 -4%
WFA
1571
WMG Financial Advisors
Tennessee
$455K
KSWA
1572
Kathleen S. Wright Associates
Pennsylvania
$454K +$94 +1 +0%
KIA
1573
KCM Investment Advisors
California
$452K -$37.7K -400 -8%
BTWM
1574
Baker Tilly Wealth Management
Wisconsin
$452K -$280K -2,969 -38%
SGCA
1575
Steel Grove Capital Advisors
Tennessee
$451K +$19.1K +202 +4%