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iShares Core S&P Small-Cap ETF

2,107 hedge funds and large institutions have $45.5B invested in iShares Core S&P Small-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 887 increasing their positions, 879 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,107
Holders Change
-20
Holders Change %
-0.94%
% of All Funds
33.72%
Holding in Top 10
338
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-3.43%
% of All Funds
5.41%
New
125
Increased
887
Reduced
879
Closed
99
Calls
$37.8M
Puts
$28.1M
Net Calls
+$9.67M
Net Calls Change
-$7.18M
Name Holding Trade Value Shares
Change
Shares
Change %
IA
1976
IFS Advisors
Kansas
$94.2K
AP
1977
Atwood & Palmer
Missouri
$92.9K +$83.8K +867 +922%
AIA
1978
Armor Investment Advisors
North Carolina
$91.7K -$3.58K -37 -4%
KFP
1979
KB Financial Partners
New Jersey
$91K
MIM
1980
MTM Investment Management
South Carolina
$90.3K
TSW
1981
Thompson Siegel & Walmsley
Virginia
$84K
GFWA
1982
Grey Fox Wealth Advisors
Delaware
$83K +$19.8K +205 +31%
CCMI
1983
Creative Capital Management Investments
California
$82.2K +$77.4K +800 +1,600%
SC
1984
Stephens Consulting
Michigan
$81.8K +$16.5K +171 +25%
GWSA
1985
Global Wealth Strategies & Associates
Colorado
$81.5K +$1.35K +14 +2%
APW
1986
Acima Private Wealth
Virginia
$80.3K
JFG
1987
JDM Financial Group
Texas
$78.7K +$51.9K +536 +194%
CYG
1988
Clean Yield Group
Vermont
$77.4K
TAIM
1989
TD Ameritrade Investment Management
Nebraska
$77K -$1.44K -15 -2%
TSA
1990
Tri-Star Advisors
Texas
$76.1K -$1.89M -19,505 -96%
DI
1991
Disciplined Investments
Oklahoma
$75.9K +$46.2K +478 +156%
GWANC
1992
Guardian Wealth Advisors (North Carolina)
North Carolina
$75.8K
FCMT
1993
Founders Capital Management (Texas)
Texas
$75K +$42.8K +442 +133%
DCM
1994
Disciplina Capital Management
Tennessee
$74.8K -$16.9K -175 -18%
RCM
1995
Raleigh Capital Management
North Carolina
$72.8K -$415K -4,290 -85%
BCV
1996
Banque Cantonale Vaudoise
Switzerland
$71K
OSNBOA
1997
Old Second National Bank of Aurora
Illinois
$71K
AIM
1998
Anchor Investment Management
South Carolina
$70.7K +$27.4K +283 +63%
SHIM
1999
Stone House Investment Management
Pennsylvania
$70.7K -$2.85M -29,508 -98%
WAG
2000
Windsor Advisory Group
Ohio
$70.1K