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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 %
KFO
2051
Kopp Family Office
Minnesota
$15K
AWM
2052
Atticus Wealth Management
Florida
$14.2K +$10.7K +113 +297%
LWA
2053
Lowe Wealth Advisors
Maryland
$13.8K -$20.1K -213 -59%
LFA
2054
Legend Financial Advisors
Pennsylvania
$12.3K
HB
2055
Horizon Bancorp
Indiana
$12K -$1.36K -14 -10%
LCOV
2056
London Company of Virginia
Virginia
$12K +$12K +127 New
BHWM
2057
Beaird Harris Wealth Management
Texas
$11.8K -$6.13K -65 -34%
AIC
2058
Archer Investment Corporation
Indiana
$11.8K
HWP
2059
Hibernia Wealth Partners
Louisiana
$11K +$11K +117 New
CWM
2060
CarsonAllaria Wealth Management
Illinois
$10.7K
YAL
2061
Your Advocates Ltd
Texas
$10.5K +$10.5K +111 New
OLVIG
2062
Oliver Lagore Vanvalin Investment Group
Michigan
$10.3K -$943 -10 -8%
MSFP
2063
Mark Sheptoff Financial Planning
Connecticut
$10.3K
TCM
2064
Tanaka Capital Management
New York
$10K
WFA
2065
West Financial Advisors
Iowa
$9.43K
GCM
2066
Gables Capital Management
Florida
$9.43K +$9.43K +100 New
IIL
2067
Insight Inv LLC
California
$8.35K
RMC
2068
Resources Management Corp
Connecticut
$8K
TAM
2069
Tucker Asset Management
Colorado
$7.92K -$5.66K -60 -42%
SIM
2070
Studio Investment Management
Illinois
$7.87K
SIC
2071
SJS Investment Consulting
Ohio
$7.45K +$4.43K +47 +147%
Russell Investments Group
2072
Russell Investments Group
United Kingdom
$7.08K
ACA
2073
Atlas Capital Advisors
Wyoming
$6.32K +$5.47K +58 +644%
PIP
2074
Peachtree Investment Partners
Florida
$6.32K +$6.32K +67 New
DFA
2075
DHJJ Financial Advisors
Illinois
$6.27K +$6.27K +66 New