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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 %
CCMI
1976
Creative Capital Management Investments
California
$80.2K
GWSA
1977
Global Wealth Strategies & Associates
Colorado
$79.5K
JFG
1978
JDM Financial Group
Texas
$76.8K
PP
1979
Pacifica Partners
Canada
$76.4K +$44.9K +490 +142%
CYG
1980
Clean Yield Group
Vermont
$75.2K
SFCL
1981
Strengthening Families & Communities LLC
Massachusetts
$74K
BCV
1982
Banque Cantonale Vaudoise
Switzerland
$70K
AIM
1983
Anchor Investment Management
South Carolina
$69.4K +$472 +5 +0.7%
OSNBOA
1984
Old Second National Bank of Aurora
Illinois
$69.2K
HCP
1985
Hexagon Capital Partners
Arkansas
$66.3K +$2.08K +22 +3%
QC
1986
Quent Capital
New York
$65.4K
RCM
1987
Raleigh Capital Management
North Carolina
$61.1K +$1.23K +13 +2%
PSB
1988
Piscataqua Savings Bank
New Hampshire
$59.9K
SC
1989
Stephens Consulting
Michigan
$58.3K -$3.59K -38 -6%
PAIM
1990
Punch & Associates Investment Management
Minnesota
$57.3K -$45.2K -479 -44%
MCM
1991
Mill Capital Management
North Carolina
$56.6K
SVCP
1992
Silicon Valley Capital Partners
California
$55.1K
RAM
1993
Riggs Asset Management
Pennsylvania
$55.1K +$46.2K +490 +521%
MFA
1994
McClarren Financial Advisors
Pennsylvania
$54K +$2.47K +27 +5%
AWM
1995
Angeles Wealth Management
California
$53.8K +$53.8K +570 New
SIS
1996
Sound Income Strategies
Florida
$53.7K +$33.1K +351 +160%
HWP
1997
Highline Wealth Partners
California
$53.1K +$26.7K +283 +101%
NRG
1998
Nemes Rush Group
Michigan
$52.7K
FPFS
1999
First Personal Financial Services
North Carolina
$51.3K
CH
2000
Canton Hathaway
Rhode Island
$50K