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iShares Core S&P Small-Cap ETF

2,094 hedge funds and large institutions have $45.5B invested in iShares Core S&P Small-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 916 increasing their positions, 783 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,094
Holders Change
+2
Holders Change %
+0.1%
% of All Funds
33.39%
Holding in Top 10
324
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-0.61%
% of All Funds
5.17%
New
116
Increased
916
Reduced
783
Closed
86
Calls
$33.8M
Puts
$17M
Net Calls
+$16.8M
Net Calls Change
-$24M
Name Holding Trade Value Shares
Change
Shares
Change %
IP
1826
Investment Partners
Ohio
$245K -$60.6K -642 -20%
CWM
1827
Collaborative Wealth Management
Florida
$244K -$34.6K -367 -12%
CWM
1828
Certus Wealth Management
California
$244K -$10.5K -111 -4%
TAM
1829
TCP Asset Management
Ohio
$243K -$55.4K -587 -19%
APC
1830
Asset Planning Corporation
Tennessee
$243K
IFO
1831
Independent Family Office
New York
$243K +$243K +2,575 New
VCM
1832
Virtue Capital Management
Tennessee
$241K
FFM
1833
Forum Financial Management
Illinois
$241K +$17.9K +190 +8%
SCM
1834
Stordahl Capital Management
Colorado
$240K -$943 -10 -0.4%
MAM
1835
Meeder Asset Management
Ohio
$238K -$48.7K -516 -17%
ZIG
1836
Zullo Investment Group
Pennsylvania
$238K -$5.85K -62 -2%
GC
1837
GFG Capital
Florida
$237K -$201K -2,134 -46%
FAN
1838
Financial Advisors Network
California
$237K +$237K +2,514 New
DA
1839
Detalus Advisors
Missouri
$237K -$121K -1,279 -34%
PD
1840
Planning Directions
Pennsylvania
$235K -$10.6K -112 -4%
LA
1841
LVW Advisors
New York
$235K -$755 -8 -0.3%
SAG
1842
Spotlight Asset Group
Illinois
$235K +$11.8K +125 +5%
MFS
1843
Madrona Financial Services
Washington
$234K +$234K +2,482 New
PWM
1844
Penobscot Wealth Management
Maine
$233K -$5.84K -62 -2%
AFP
1845
Ausdal Financial Partners
Iowa
$233K +$7.55K +80 +3%
IC
1846
Iconiq Capital
California
$233K
SWM
1847
SFG Wealth Management
Maryland
$232K -$22.5K -239 -9%
GC
1848
Guidance Capital
Kentucky
$231K -$23.8M -259,880 -99%
TB
1849
Terril Brothers
Missouri
$231K
FVCM
1850
F&V Capital Management
Florida
$230K +$1.41K +15 +0.6%