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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 %
HT
1726
Heritage Trust
Oklahoma
$320K -$1.59K -16 -0.5%
HCM
1727
Hollencrest Capital Management
California
$320K
SWM
1728
Segment Wealth Management
Texas
$319K -$91.7K -920 -22%
HCMT
1729
Highland Capital Management (Tennessee)
Tennessee
$318K +$318K +3,193 New
MPW
1730
Monterey Private Wealth
California
$318K +$12.4K +124 +4%
SAM
1731
Secure Asset Management
Michigan
$317K +$96.2K +965 +43%
FH
1732
FWG Holdings
Florida
$317K -$208 -2 -0.1%
BWA
1733
Beam Wealth Advisors
Louisiana
$317K +$8.97K +90 +3%
KTC
1734
Kistler-Tiffany Companies
Pennsylvania
$316K +$14.1K +141 +5%
TAM
1735
TCP Asset Management
Ohio
$315K -$2.73M -27,386 -90%
WI
1736
WrapManager Inc
California
$315K -$89.5K -898 -22%
NB
1737
Nicolet Bankshares
Wisconsin
$314K
NCM
1738
Northside Capital Management
Oregon
$314K +$70.6K +709 +29%
AWM
1739
Avondale Wealth Management
Texas
$313K -$52.7K -529 -14%
EA
1740
Eudaimonia Advisors
Tennessee
$313K -$30.6K -307 -9%
BDFN
1741
Bond & Devick Financial Network
Minnesota
$313K
NFG
1742
Nadler Financial Group
Illinois
$313K -$18.4K -185 -6%
BW
1743
Bison Wealth
Georgia
$312K +$37.7K +378 +14%
SFS
1744
Security Financial Services
Indiana
$310K -$584K -5,863 -65%
Fayez Sarofim & Co
1745
Fayez Sarofim & Co
Texas
$309K -$107K -1,075 -26%
JC
1746
JB Capital
Connecticut
$308K -$8.97K -90 -3%
CWS
1747
Confluence Wealth Services
Pennsylvania
$307K -$35.7K -358 -10%
CHAM
1748
Clear Harbor Asset Management
Connecticut
$307K
MMHP
1749
Murphy Middleton Hinkle & Parker
Georgia
$307K -$46.8K -470 -13%
WB
1750
Webster Bank
Connecticut
$305K