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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 %
TAM
2051
Tucker Asset Management
Colorado
$14.4K -$1.89K -19 -12%
HB
2052
Horizon Bancorp
Indiana
$14K +$14K +138 New
NL
2053
NVWM LLC
Pennsylvania
$13.3K -$294K -2,951 -96%
LFA
2054
Legend Financial Advisors
Pennsylvania
$13K
AIC
2055
Archer Investment Corporation
Indiana
$12.5K
OLVIG
2056
Oliver Lagore Vanvalin Investment Group
Michigan
$11.9K +$9.07K +91 +325%
CWM
2057
CarsonAllaria Wealth Management
Illinois
$11.3K
TCM
2058
Tanaka Capital Management
New York
$11K
MSFP
2059
Mark Sheptoff Financial Planning
Connecticut
$10.9K
SFC
2060
SYM Financial Corp
Indiana
$10.6K +$7.78K +78 +279%
WFA
2061
West Financial Advisors
Iowa
$9.97K +$1.3K +13 +15%
RAM
2062
Riggs Asset Management
Pennsylvania
$9.37K -$7.3M -73,249 -100%
IIL
2063
Insight Inv LLC
California
$9.17K
APW
2064
Atlantic Private Wealth
North Carolina
$9.16K -$8.07K -81 -47%
SIM
2065
Studio Investment Management
Illinois
$8.27K
RMC
2066
Resources Management Corp
Connecticut
$8K -$422K -4,269 -98%
Russell Investments Group
2067
Russell Investments Group
United Kingdom
$7.47K
LFA
2068
LGT Financial Advisors
Texas
$7.08K +$7.08K +71 New
CCM
2069
Chilton Capital Management
Texas
$6.48K -$3.19K -32 -33%
DF
2070
DecisionPoint Financial
Arizona
$5.68K
DAM
2071
Delta Asset Management
Tennessee
$5.48K
IPW
2072
Impact Partnership Wealth
Georgia
$5.48K +$5.48K +55 New
CSC
2073
Caldwell Sutter Capital
California
$5.18K +$2.09K +21 +68%
VF
2074
VitalStone Financial
Texas
$5K +$2.55K +26 +104%
SL
2075
Savior LLC
Massachusetts
$5K -$100 -1 -2%