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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 %
RA
2001
Rise Advisors
New York
$49.6K -$51.6K -547 -51%
CAM
2002
Costello Asset Management
Pennsylvania
$48.9K
HPIA
2003
Hamilton Point Investment Advisors
North Carolina
$47.4K -$9.48K -100 -17%
WAS
2004
Winch Advisory Services
Wisconsin
$47K +$47K +496 New
BSWA
2005
Bromfield Sneider Wealth Advisors
Massachusetts
$46.4K
TFA
2006
Toth Financial Advisory
Virginia
$45.9K +$23.6K +250 +105%
APC
2007
Aspire Private Capital
North Carolina
$44.6K +$28.8K +305 +182%
ICM
2008
Intrepid Capital Management
Florida
$44K -$3.21K -34 -7%
BCA
2009
Bray Capital Advisors
Florida
$42.9K
Schroder Investment Management Group
2010
Schroder Investment Management Group
United Kingdom
$42.4K
BEI
2011
Benjamin Edwards Inc
Missouri
$40K +$20K +212 +100%
AIM
2012
Arcadia Investment Management
Michigan
$38.7K
PWA
2013
Provenance Wealth Advisors
Florida
$38.3K +$38.3K +406 New
FSWA
2014
Financial Synergies Wealth Advisors
Texas
$36K +$94 +1 +0.3%
BCM
2015
Bourgeon Capital Management
Connecticut
$35.3K -$48.8K -517 -58%
HBW
2016
Hazlett, Burt & Watson
West Virginia
$35K -$205K -2,180 -85%
RDIA
2017
RE Dickinson Investment Advisors
Iowa
$35K -$7.36K -77 -17%
Loomis, Sayles & Company
2018
Loomis, Sayles & Company
Massachusetts
$35K -$6.04K -64 -15%
CMP
2019
Coston McIsaac & Partners
Maine
$32K
PCTC
2020
Perkins Coie Trust Company
Washington
$31.9K
CICI
2021
Capital Investment Counsel Inc
North Carolina
$31.3K +$31.3K +332 New
HWA
2022
Heritage Wealth Advisors
Virginia
$30.6K
DMKJ
2023
David M. Knott Jr
$30K
PK
2024
Pflug Koory
Nebraska
$29.7K
BFA
2025
BBJS Financial Advisors
Washington
$28.1K