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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 %
CWP
1826
Concord Wealth Partners
Virginia
$249K +$27.2K +273 +12%
LA
1827
LVW Advisors
New York
$249K +$249K +2,496 New
NP
1828
NorthRock Partners
Minnesota
$247K -$49.9K -501 -17%
ACM
1829
Ardent Capital Management
Ohio
$246K +$246K +2,468 New
IC
1830
Iconiq Capital
California
$246K +$1.69K +17 +0.7%
AWA
1831
Alta Wealth Advisors
Massachusetts
$245K
Toronto Dominion Bank
1832
Toronto Dominion Bank
Ontario, Canada
$244K -$81.2K -816 -25%
TB
1833
Terril Brothers
Missouri
$244K
CBTWT
1834
Community Bank & Trust (Waco, Texas)
Texas
$243K -$6.96K -70 -3%
CSWG
1835
Cardinal Strategic Wealth Guidance
Kentucky
$242K -$1.41M -14,165 -85%
FVCM
1836
F&V Capital Management
Florida
$242K
RJTCONH
1837
Raymond James Trust Company of New Hampshire
New Hampshire
$242K +$7.96K +80 +3%
VCM
1838
Virtue Capital Management
Tennessee
$241K
PRWA
1839
Platte River Wealth Advisors
Colorado
$241K
SWA
1840
SFMG Wealth Advisors
Texas
$241K +$30.4K +305 +14%
FRA
1841
Frank Rimerman Advisors
California
$240K +$240K +2,413 New
HI
1842
HBK Investments
Texas
$240K +$240K +2,413 New
SCM
1843
Schnieders Capital Management
California
$240K -$100 -1 -0%
FFA
1844
Fragasso Financial Advisors
Pennsylvania
$240K +$240K +2,407 New
PIM
1845
Progressive Investment Management
Oregon
$239K
CK
1846
Cohen Klingenstein
New York
$239K
LWP
1847
Lumature Wealth Partners
Georgia
$239K
NHC
1848
Nicholas Hoffman & Company
Georgia
$238K -$498 -5 -0.2%
AFP
1849
Ausdal Financial Partners
Iowa
$238K -$46.5K -467 -16%
AAM
1850
Augustine Asset Management
Florida
$238K +$6.48K +65 +3%