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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 %
SMH
1876
Sanders Morris Harris
Texas
$218K
RJTCONH
1877
Raymond James Trust Company of New Hampshire
New Hampshire
$217K -$12.3K -130 -5%
AFG
1878
AFS Financial Group
Maryland
$217K +$217K +2,303 New
HFS
1879
Heritage Financial Services
Massachusetts
$216K +$16.9K +179 +8%
CA
1880
Carson Advisory
Georgia
$215K +$18.8K +199 +10%
TWA
1881
Trellis Wealth Advisors
California
$215K
MWA
1882
Meridian Wealth Advisors
Texas
$214K
SA
1883
SRH Advisors
Kansas
$214K
GG
1884
GenWealth Group
New Jersey
$213K
Wolverine Trading
1885
Wolverine Trading
Illinois
$213K +$213K +2,261 New
EE
1886
EWG Elevate
California
$213K -$199K -2,105 -48%
WAOTB
1887
Wealth Advisors of Tampa Bay
Florida
$212K +$212K +2,244 New
SCP
1888
Syntal Capital Partners
Texas
$211K
BST
1889
Bath Savings Trust
Maine
$211K -$12.6K -134 -6%
KWM
1890
Kaydan Wealth Management
Michigan
$211K +$943 +10 +0.4%
PIFP
1891
Partners in Financial Planning
Virginia
$210K -$6.23K -66 -3%
LWP
1892
LMG Wealth Partners
Louisiana
$210K +$210K +2,223 New
WW
1893
Westshore Wealth
California
$209K -$172K -1,822 -45%
IFAM
1894
Institutional & Family Asset Management
Colorado
$208K -$283 -3 -0.1%
WIC
1895
Woodmont Investment Counsel
Tennessee
$208K +$208K +2,204 New
Two Sigma Investments
1896
Two Sigma Investments
New York
$208K +$208K +2,200 New
WA
1897
Wambolt & Associates
Colorado
$207K -$5.67K -61 -3%
SC
1898
Scotia Capital
Ontario, Canada
$207K -$69K -731 -25%
BWA
1899
Blodgett Wealth Advisors
California
$207K
MM
1900
Meridian Management
Arkansas
$207K -$11.4K -121 -5%