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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 %
AWA
1901
Alta Wealth Advisors
Massachusetts
$207K -$25K -265 -11%
BMC
1902
Beaton Management Company
Massachusetts
$206K +$206K +2,189 New
CW
1903
Channel Wealth
California
$205K -$66.6K -706 -24%
GAG
1904
GM Advisory Group
New York
$205K -$166K -1,756 -45%
BWM
1905
BCS Wealth Management
Tennessee
$205K +$205K +2,172 New
RWG
1906
Regal Wealth Group
California
$205K -$377 -4 -0.2%
TWP
1907
Tempus Wealth Planning
California
$204K -$34.8K -369 -15%
CFO
1908
Collective Family Office
Pennsylvania
$204K
TCWM
1909
Total Clarity Wealth Management
Illinois
$204K +$13.8K +146 +7%
NCM
1910
Northwest Capital Management
Oregon
$203K -$13.8K -146 -6%
MJRIC
1911
Mogy Joel R Investment Counsel
California
$203K -$132K -1,396 -39%
LIM
1912
Loudon Investment Management
New Hampshire
$203K +$203K +2,150 New
BWM
1913
BNC Wealth Management
Oregon
$202K
NWM
1914
Northwest Wealth Management
Iowa
$201K
MWA
1915
Motive Wealth Advisors
Michigan
$201K
APG
1916
Abacus Planning Group
South Carolina
$201K +$201K +2,128 New
CT
1917
Clearstead Trust
Maine
$197K +$169K +1,795 +621%
DJSG
1918
D.J. St. Germain
Massachusetts
$194K +$8.49K +90 +5%
SCA
1919
Stonebridge Capital Advisors
Minnesota
$191K +$8.4K +89 +5%
FIA
1920
FNY Investment Advisers
New York
$188K +$188K +2,000 New
WWM
1921
Wagner Wealth Management
South Carolina
$188K +$52.1K +552 +38%
MCM
1922
Manchester Capital Management
Vermont
$186K
FMTCOCP
1923
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$186K -$33.8K -358 -15%
BBPWM
1924
Blue Bell Private Wealth Management
Pennsylvania
$183K +$35.4K +375 +24%
AC
1925
AlphaCore Capital
California
$182K -$5.21K -55 -3%