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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 %
CIA
1951
Cape Investment Advisory
Georgia
$119K -$4.09K -41 -3%
POIA
1952
Pin Oak Investment Advisors
Texas
$117K
SAM
1953
S.A. Mason
Michigan
$114K
GM
1954
GeoWealth Management
Illinois
$114K -$656K -6,607 -85%
BONH
1955
Bank of New Hampshire
New Hampshire
$113K -$1.99K -20 -2%
TSW
1956
Thompson Siegel & Walmsley
Virginia
$112K +$25.3K +254 +29%
EK
1957
Evensky & Katz
Florida
$111K +$300 +3 +0.3%
Kayne Anderson Rudnick Investment Management
1958
Kayne Anderson Rudnick Investment Management
California
$110K
MFA
1959
Morling Financial Advisors
California
$108K -$29.8K -299 -22%
PAIM
1960
Punch & Associates Investment Management
Minnesota
$108K +$10.9K +109 +11%
RA
1961
Rise Advisors
New York
$107K +$398 +4 +0.4%
WTA
1962
Washington Trust Advisors
Massachusetts
$106K +$8.37K +84 +9%
GWANC
1963
Guardian Wealth Advisors (North Carolina)
North Carolina
$106K +$27.6K +277 +35%
CCP
1964
Clarkston Capital Partners
Michigan
$99.7K -$5.58K -56 -5%
IA
1965
IFS Advisors
Kansas
$97K
KFP
1966
KB Financial Partners
New Jersey
$97K
MBFW
1967
Morton Brown Family Wealth
Pennsylvania
$96K -$1.1K -11 -1%
AP
1968
Atwood & Palmer
Missouri
$95.8K
AIA
1969
Armor Investment Advisors
North Carolina
$93.8K -$698 -7 -0.7%
MIM
1970
MTM Investment Management
South Carolina
$93.1K
BCM
1971
Bourgeon Capital Management
Connecticut
$88.8K +$51.5K +517 +138%
CCMI
1972
Creative Capital Management Investments
California
$84.7K
GWSA
1973
Global Wealth Strategies & Associates
Colorado
$84K
APW
1974
Acima Private Wealth
Virginia
$82.7K
JFG
1975
JDM Financial Group
Texas
$81.2K +$100 +1 +0.1%