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iShares Core S&P Small-Cap ETF

2,107 hedge funds and large institutions have $45.5B invested in iShares Core S&P Small-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 887 increasing their positions, 879 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,107
Holders Change
-20
Holders Change %
-0.94%
% of All Funds
33.72%
Holding in Top 10
338
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-3.43%
% of All Funds
5.41%
New
125
Increased
887
Reduced
879
Closed
99
Calls
$37.8M
Puts
$28.1M
Net Calls
+$9.67M
Net Calls Change
-$7.18M
Name Holding Trade Value Shares
Change
Shares
Change %
NWM
1826
Northwest Wealth Management
Iowa
$249K +$42.8K +443 +21%
APC
1827
Asset Planning Corporation
Tennessee
$249K +$290 +3 +0.1%
RFP
1828
RCS Financial Planning
Maryland
$249K -$198K -2,045 -44%
WA
1829
Wambolt & Associates
Colorado
$248K
RWG
1830
Regal Wealth Group
California
$247K -$2.87K -30 -1%
GSEP
1831
Golden State Equity Partners
California
$247K +$247K +2,554 New
CB
1832
CNB Bank
Pennsylvania
$247K +$51.7K +535 +27%
SW
1833
SteelPeak Wealth
California
$247K -$3.07M -31,793 -93%
SCM
1834
Stordahl Capital Management
Colorado
$247K
OAP
1835
One Advisory Partners
Kansas
$246K -$544K -5,622 -69%
HBW
1836
Hazlett, Burt & Watson
West Virginia
$245K -$22.7K -236 -8%
APWA
1837
Atlas Private Wealth Advisors
New Jersey
$243K -$5.42K -56 -2%
SF
1838
Safeguard Financial
Wisconsin
$243K -$31.7K -328 -12%
CBTWT
1839
Community Bank & Trust (Waco, Texas)
Texas
$243K
SWMP
1840
Signature Wealth Management Partners
New Jersey
$242K -$8.61K -89 -3%
ECM
1841
Elgethun Capital Management
South Dakota
$241K -$48K -494 -17%
JWM
1842
JGP Wealth Management
Oregon
$241K +$35.4K +366 +17%
IFWM
1843
Institute for Wealth Management
Colorado
$240K -$20.8K -215 -8%
PWM
1844
Penobscot Wealth Management
Maine
$239K +$775 +8 +0.3%
DC
1845
Destiny Capital
Colorado
$239K +$239K +2,468 New
CFGF
1846
Compass Financial Group (Florida)
Florida
$238K -$3.86K -40 -2%
BST
1847
Bath Savings Trust
Maine
$238K -$53.3K -551 -18%
AWA
1848
Alta Wealth Advisors
Massachusetts
$238K +$4.55K +47 +2%
MPI
1849
Mairs & Power Inc
Minnesota
$237K -$13K -134 -5%
IC
1850
Iconiq Capital
California
$237K