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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 %
FA
1601
FC Advisory
Pennsylvania
$426K +$109K +1,155 +34%
MCM
1602
Mitchell Capital Management
Kansas
$426K +$7.08K +75 +2%
MPW
1603
MGO Private Wealth
California
$425K -$104K -1,099 -20%
CCT
1604
Capital City Trust
Florida
$425K
WPP
1605
Whalerock Point Partners
Rhode Island
$424K -$566 -6 -0.1%
TRIA
1606
Trail Ridge Investment Advisors
Colorado
$423K -$8.96K -95 -2%
HAIM
1607
Hunter Associates Investment Management
Pennsylvania
$422K +$25.5K +270 +6%
BC
1608
Bowman & Company
Wisconsin
$420K +$16.2K +172 +4%
TW
1609
Transform Wealth
Colorado
$420K -$135K -1,421 -24%
CWP
1610
CFM Wealth Partners
Texas
$417K
PG
1611
Patten Group
Tennessee
$416K -$5.57K -59 -1%
EWM
1612
Endowment Wealth Management
Wisconsin
$415K +$25.9K +275 +7%
BFG
1613
Berger Financial Group
Minnesota
$413K +$48.6K +515 +13%
BFG
1614
Bouchey Financial Group
New York
$411K +$411K +4,341 New
QCM
1615
QRG Capital Management
Illinois
$411K +$411K +4,355 New
WB
1616
West Bancorporation
Iowa
$411K -$24.9K -264 -6%
OPWM
1617
Oxinas Partners Wealth Management
Indiana
$410K +$7.83K +83 +2%
SAM
1618
Seelaus Asset Management
New Jersey
$409K -$943 -10 -0.2%
BEAM
1619
Baker Ellis Asset Management
Washington
$409K -$2.36K -25 -0.6%
HBWM
1620
Hollow Brook Wealth Management
New York
$406K
KWA
1621
Kingswood Wealth Advisors
California
$406K +$98.9K +1,048 +32%
GAMC
1622
Garner Asset Management Corp
Texas
$404K -$5K -53 -1%
ULWM
1623
Upper Left Wealth Management
Florida
$403K +$80.2K +850 +25%
HWM
1624
Howard Wealth Management
Connecticut
$403K
BWA
1625
Bordeaux Wealth Advisors
California
$401K -$268K -2,841 -40%