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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 %
DI
1751
DDFG Inc
California
$304K +$2.49K +25 +0.8%
MAM
1752
Meeder Asset Management
Ohio
$303K -$111K -1,113 -27%
BTW
1753
Boston Trust Walden
Massachusetts
$302K
CWP
1754
Cyndeo Wealth Partners
Florida
$302K +$6.48K +65 +2%
LCM
1755
Lazari Capital Management
California
$301K +$301K +3,019 New
BFG
1756
Beacon Financial Group
Texas
$300K -$498 -5 -0.2%
SCM
1757
Shelton Capital Management
Colorado
$299K
SAM
1758
Selway Asset Management
$299K
LFP
1759
Leeward Financial Partners
Washington
$299K +$14.9K +150 +5%
ETIA
1760
Epic Trust Investment Advisors
Washington
$298K -$123K -1,233 -29%
FPWM
1761
FSB Premier Wealth Management
Iowa
$297K +$3.59K +36 +1%
SMI
1762
Shelter Mutual Insurance
Missouri
$295K +$295K +2,960 New
MWM
1763
Merriman Wealth Management
Washington
$294K +$31.8K +319 +12%
CWM
1764
Collaborative Wealth Management
Florida
$294K +$4.09K +41 +1%
BL
1765
BFSG LLC
California
$294K +$62.1K +624 +27%
SBIA
1766
Sheaff Brock Investment Advisors
Indiana
$293K
JHCP
1767
Jackson Hole Capital Partners
Oklahoma
$292K +$6.08K +61 +2%
SC
1768
Scotia Capital
Ontario, Canada
$292K +$23.5K +236 +9%
FP
1769
Financial Perspectives
Minnesota
$290K +$5.08K +51 +2%
AWM
1770
Arista Wealth Management
Nevada
$289K -$41.5K -416 -13%
CWA
1771
Clarity Wealth Advisors
California
$289K +$797 +8 +0.3%
AFAS
1772
Acorn Financial Advisory Services
Virginia
$289K +$5.48K +55 +2%
CW
1773
Channel Wealth
California
$287K -$56K -562 -16%
TWA
1774
TCI Wealth Advisors
Arizona
$287K +$44.1K +443 +18%
EP
1775
EPIQ Partners
Minnesota
$287K