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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 %
OWA
1626
Octavia Wealth Advisors
Ohio
$401K +$14.1K +149 +4%
GWM
1627
GDS Wealth Management
Texas
$401K +$37.8K +401 +10%
SRC
1628
Sage Rhino Capital
California
$401K +$943 +10 +0.2%
NCM
1629
NCM Capital Management
New Jersey
$399K -$11.8K -125 -3%
PHIC
1630
Pine Haven Investment Counsel
Massachusetts
$399K
LOPW
1631
Live Oak Private Wealth
North Carolina
$398K +$17.1K +181 +4%
WAG
1632
Winthrop Advisory Group
Massachusetts
$397K +$2.47K +26 +0.6%
FLA
1633
Financial Life Advisors
Texas
$397K -$95.4K -1,011 -19%
AUB
1634
Atlantic Union Bankshares
Virginia
$396K -$16.9K -179 -4%
IC
1635
Innealta Capital
Texas
$395K -$87.1K -923 -18%
ACM
1636
Argent Capital Management
Missouri
$395K
LCM
1637
Leisure Capital Management
California
$394K
PCA
1638
Peddock Capital Advisors
Massachusetts
$394K -$14.2K -151 -3%
DL
1639
DOHJ LLC
Washington
$391K -$13.7K -147 -3%
LA
1640
LexAurum Advisors
Kansas
$390K +$2.26K +24 +0.6%
OWM
1641
Orgel Wealth Management
Wisconsin
$389K -$140K -1,484 -26%
B
1642
Bensler
Washington
$388K
FFP
1643
FourThought Financial Partners
Florida
$384K
BW
1644
Bison Wealth
Georgia
$384K +$88.9K +942 +30%
WG
1645
Welch Group
Alabama
$384K -$28.5K -302 -7%
FMTC
1646
Farmers & Merchants Trust Company
California
$383K -$5.28K -56 -1%
AFO
1647
Allie Family Office
Florida
$383K +$121K +1,281 +46%
FFA
1648
Founders Financial Alliance
North Carolina
$382K -$16K -170 -4%
DSC
1649
Duncker Streett & Co
Missouri
$382K
AC
1650
AWM Capital
Arizona
$382K