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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 %
MCM
1576
Mitchell Capital Management
Kansas
$443K +$46.6K +468 +12%
EBA
1577
Eagle Bay Advisors
New York
$442K -$111K -1,113 -20%
PCH
1578
PGIM Custom Harvest
New Jersey
$442K +$442K +4,437 New
CWP
1579
CFM Wealth Partners
Texas
$441K -$17.8K -179 -4%
PWP
1580
Principle Wealth Partners
Connecticut
$436K +$83.4K +837 +24%
AUB
1581
Atlantic Union Bankshares
Virginia
$436K +$13.9K +139 +3%
WG
1582
Welch Group
Alabama
$436K -$3.49K -35 -0.8%
EE
1583
EWG Elevate
California
$435K +$435K +4,365 New
BEAM
1584
Baker Ellis Asset Management
Washington
$434K -$6.98K -70 -2%
NCM
1585
NCM Capital Management
New Jersey
$434K +$2.59K +26 +0.6%
NIC
1586
Northwest Investment Counselors
Oregon
$434K
DL
1587
DOHJ LLC
Washington
$434K +$1.69K +17 +0.4%
SAM
1588
Seelaus Asset Management
New Jersey
$433K -$3.48K -35 -0.8%
GAMC
1589
Garner Asset Management Corp
Texas
$432K +$897 +9 +0.2%
PCA
1590
Peddock Capital Advisors
Massachusetts
$431K -$598 -6 -0.1%
GFA
1591
Gallagher Fiduciary Advisors
Illinois
$430K -$644K -6,459 -60%
HBWM
1592
Hollow Brook Wealth Management
New York
$428K
TA
1593
TFB Advisors
Kansas
$428K +$428K +4,295 New
BC
1594
Bowman & Company
Wisconsin
$427K -$4.68K -47 -1%
HWM
1595
Howard Wealth Management
Connecticut
$426K
IWA
1596
Intercontinental Wealth Advisors
Texas
$425K -$47.4K -476 -10%
SFO
1597
Stokes Family Office
Louisiana
$425K -$119K -1,198 -22%
OPWM
1598
Oxinas Partners Wealth Management
Indiana
$424K +$2.99K +30 +0.7%
SRC
1599
Sage Rhino Capital
California
$422K
PHIC
1600
Pine Haven Investment Counsel
Massachusetts
$422K