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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 %
KFS
2001
Kelly Financial Services
Massachusetts
$48.8K -$190K -1,910 -80%
BCA
2002
Bray Capital Advisors
Florida
$45.3K
FMP
2003
Financial Management Professionals
Texas
$45K
Schroder Investment Management Group
2004
Schroder Investment Management Group
United Kingdom
$44.8K
RDIA
2005
RE Dickinson Investment Advisors
Iowa
$44K
Loomis, Sayles & Company
2006
Loomis, Sayles & Company
Massachusetts
$43K -$1.88K -19 -4%
RG
2007
Retirement Group
California
$42.4K -$143K -1,431 -77%
AIM
2008
Arcadia Investment Management
Michigan
$40.9K
FSWA
2009
Financial Synergies Wealth Advisors
Texas
$38K +$199 +2 +0.5%
LWA
2010
Lowe Wealth Advisors
Maryland
$35.8K
PP
2011
Pacifica Partners
Canada
$34.1K
PCTC
2012
Perkins Coie Trust Company
Washington
$33.7K
CMP
2013
Coston McIsaac & Partners
Maine
$33K -$290 -3 -0.9%
HWA
2014
Heritage Wealth Advisors
Virginia
$32.3K +$12.4K +124 +62%
LFA
2015
Level Financial Advisors
New York
$32K
PK
2016
Pflug Koory
Nebraska
$31.4K
DMKJ
2017
David M. Knott Jr
$31K
HC
2018
Hoese & Co
Minnesota
$30.5K +$13.6K +136 +80%
BFA
2019
BBJS Financial Advisors
Washington
$29.7K
RTC
2020
Riverview Trust Company
Washington
$29.6K
PGAM
2021
Princeton Global Asset Management
New Jersey
$29.4K
BCPWM
2022
Bradley & Co Private Wealth Management
Florida
$28.9K
CT
2023
Clearstead Trust
Maine
$28.3K +$10.2K +104 +56%
HWP
2024
Highline Wealth Partners
California
$27.9K
GWM
2025
Grand Wealth Management
Michigan
$26.2K