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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 %
BAM
2051
Byrne Asset Management
New Jersey
$19K
AWM
2052
Aspire Wealth Management
Massachusetts
$18K -$105K -1,085 -85%
CT
2053
Clearstead Trust
Maine
$17.9K -$6.29K -65 -26%
HC
2054
Hoese & Co
Minnesota
$17.4K
FCT
2055
Family Capital Trust
Massachusetts
$17.3K +$2.51K +26 +17%
CMBA
2056
C.M. Bidwell & Associates
Hawaii
$16.7K
APW
2057
Atlantic Private Wealth
North Carolina
$16.7K +$16.7K +173 New
APC
2058
Aspire Private Capital
North Carolina
$16.3K -$172K -1,774 -91%
KFO
2059
Kopp Family Office
Minnesota
$16K
TAM
2060
Tucker Asset Management
Colorado
$15.8K +$4.06K +42 +35%
PCM
2061
Pointe Capital Management
Michigan
$13.7K +$13.7K +142 New
CP
2062
Castleview Partners
Texas
$12.7K
LFA
2063
Legend Financial Advisors
Pennsylvania
$12.6K
AIC
2064
Archer Investment Corporation
Indiana
$12.1K -$193K -2,000 -94%
AWM
2065
Accel Wealth Management
Iowa
$11.5K
TCM
2066
Tanaka Capital Management
New York
$11K
CWM
2067
CarsonAllaria Wealth Management
Illinois
$11K +$969 +10 +10%
KLWA
2068
Kelly Lawrence W & Associates
California
$10.8K
MSFP
2069
Mark Sheptoff Financial Planning
Connecticut
$10.5K
2L
2070
25 LLC
Missouri
$10K +$10K +108 New
CCM
2071
Chilton Capital Management
Texas
$9.38K +$9.38K +97 New
IIL
2072
Insight Inv LLC
California
$8.9K
AWM
2073
Atticus Wealth Management
Florida
$8.51K -$20.6K -213 -71%
WFA
2074
West Financial Advisors
Iowa
$8.41K
PP
2075
PFS Partners
New Jersey
$8.35K