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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 %
LCM
1926
Logan Capital Management
Pennsylvania
$178K +$1.6K +17 +0.9%
NF
1927
Norwood Financial
Pennsylvania
$174K
FFC
1928
First Financial Corp
Indiana
$172K +$26.6K +282 +18%
HH
1929
HWG Holdings
Texas
$170K +$14.2K +150 +9%
WFA
1930
WestHill Financial Advisors
California
$168K -$1.42K -15 -0.8%
GA
1931
GoalVest Advisory
New York
$163K -$1.13K -12 -0.7%
IRAG
1932
Investment Research & Advisory Group
Georgia
$162K -$26K -276 -14%
NFSG
1933
Newbridge Financial Services Group
Florida
$162K -$16.8K -178 -9%
OIA
1934
Optimum Investment Advisors
Illinois
$155K +$1.32K +14 +0.9%
RFA
1935
Register Financial Advisors
Georgia
$153K -$8.87K -94 -5%
AA
1936
Addison Advisors
Vermont
$147K
BWL
1937
Bogart Wealth LLC
Virginia
$145K -$11.9K -126 -8%
DAC
1938
Dividend Assets Capital
South Carolina
$142K
SAM
1939
S.A. Mason
Michigan
$139K +$28K +297 +25%
GFPC
1940
Global Financial Private Client
Florida
$139K
VCM
1941
Versant Capital Management
Arizona
$134K +$472 +5 +0.4%
FRA
1942
Front Row Advisors
California
$134K +$1.9K +20 +1%
JGIA
1943
Jackson Grant Investment Advisers
Connecticut
$133K +$189 +2 +0.1%
IWP
1944
Icon Wealth Partners
Texas
$129K -$186K -1,966 -59%
Simplex Trading
1945
Simplex Trading
Illinois
$128K -$318K -3,389 -71%
WBC
1946
West Branch Capital
Massachusetts
$128K -$11.3K -120 -8%
CFS
1947
CGC Financial Services
Oregon
$127K
ECM
1948
Elgethun Capital Management
South Dakota
$122K +$9.3K +99 +8%
CG
1949
Cutler Group
California
$122K +$122K +1,300 New
LB
1950
Legacy Bridge
Iowa
$122K