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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 %
GWM
1651
GDS Wealth Management
Texas
$384K +$15K +151 +4%
ES
1652
Eagle Strategies
New York
$383K -$8.67K -87 -2%
SQA
1653
Simon Quick Advisors
New Jersey
$383K -$7.57K -76 -2%
IA
1654
Inspire Advisors
Idaho
$382K +$24.5K +246 +7%
TFA
1655
Teamwork Financial Advisors
Texas
$380K -$2.49K -25 -0.7%
PPW
1656
Presilium Private Wealth
Pennsylvania
$378K +$1.1K +11 +0.3%
CS
1657
Cannell & Spears
New York
$378K +$40.3K +404 +12%
DA
1658
Detalus Advisors
Missouri
$377K +$59.8K +600 +19%
DBRC
1659
D.B. Root & Company
Pennsylvania
$377K -$29.1K -292 -7%
AWG
1660
Altus Wealth Group
Colorado
$377K -$2.59K -26 -0.7%
PFG
1661
Pinnacle Financial Group
Illinois
$376K
RFWA
1662
RPg Family Wealth Advisory
Massachusetts
$375K
SBWIC
1663
Schaper Benz & Wise Investment Counsel
Wisconsin
$375K
AAP
1664
Arax Advisory Partners
Colorado
$374K +$996 +10 +0.3%
GIA
1665
Guyasuta Investment Advisors
Pennsylvania
$372K
PWS
1666
Peterson Wealth Services
Utah
$372K +$94.3K +946 +34%
PIA
1667
Powell Investment Advisors
Florida
$371K -$2.19K -22 -0.6%
RLWM
1668
RF&L Wealth Management
Massachusetts
$370K
EP
1669
Eudaimonia Partners
Tennessee
$369K -$42.6K -428 -10%
VNB
1670
Virginia National Bank
Virginia
$368K
ACP
1671
Arcus Capital Partners
Georgia
$368K -$6.28K -63 -2%
IWN
1672
Independent Wealth Network
Iowa
$368K -$21.6K -217 -6%
CWP
1673
Curated Wealth Partners
California
$368K -$155K -1,554 -30%
CIAS
1674
CBIZ Investment Advisory Services
Ohio
$367K
ST
1675
Sentinel Trust
Texas
$366K