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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 %
RTC
2026
Riverview Trust Company
Washington
$28K
PGAM
2027
Princeton Global Asset Management
New Jersey
$27.8K
BCPWM
2028
Bradley & Co Private Wealth Management
Florida
$27.4K
APW
2029
Atlantic Private Wealth
North Carolina
$24.8K +$16.1K +171 +186%
GWM
2030
Grand Wealth Management
Michigan
$24.8K
FMB
2031
Field & Main Bank
Kentucky
$24.1K
LFA
2032
Level Financial Advisors
New York
$24K -$6.32K -67 -21%
MFG
2033
Mendota Financial Group
Wisconsin
$24K
JWM
2034
Janiczek Wealth Management
Colorado
$23.6K
PFSC
2035
Peoples Financial Services Corp
Pennsylvania
$23.6K
HFS
2036
Hantz Financial Services
Michigan
$23K
FCMT
2037
Founders Capital Management (Texas)
Texas
$22K -$51K -542 -70%
RG
2038
Retirement Group
California
$21.7K -$18.5K -196 -46%
PP
2039
PFS Partners
New Jersey
$21K -$2.36K -25 -10%
LJHT
2040
Laurie J. Hall Trustee
$21K
SFC
2041
SYM Financial Corp
Indiana
$19.3K +$9.34K +99 +93%
BL
2042
Balentine LLC
Georgia
$18.8K
BAM
2043
Byrne Asset Management
New Jersey
$18K -$19K -192 Closed
AWM
2044
Aspire Wealth Management
Massachusetts
$17.2K -$283 -3 -2%
CP
2045
Castleview Partners
Texas
$17K -$1.79K -19 -10%
CCP
2046
Clarkston Capital Partners
Michigan
$16.9K -$77.4K -821 -82%
IRC
2047
Investors Research Corp
Georgia
$16.6K -$4.72K -50 -22%
CMBA
2048
C.M. Bidwell & Associates
Hawaii
$16.3K
HC
2049
Hoese & Co
Minnesota
$16K -$12.8K -136 -44%
MM
2050
Main Management
California
$16K