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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 %
SIM
2076
Studio Investment Management
Illinois
$8.03K
BHWM
2077
Bay Harbor Wealth Management
Maryland
$7.54K -$1.64M -16,978 -100%
Russell Investments Group
2078
Russell Investments Group
United Kingdom
$7.25K +$7.25K +75 New
RWM
2079
Ruedi Wealth Management
Illinois
$7.25K +$7.25K +75 New
SSG
2080
Summit Securities Group
New York
$7K +$7K +76 New
DF
2081
DecisionPoint Financial
Arizona
$5.51K
DAM
2082
Delta Asset Management
Tennessee
$5.32K
SL
2083
Savior LLC
Massachusetts
$4.93K +$97 +1 +2%
IF
2084
Integrity Financial
Wyoming
$3.87K -$387 -4 -9%
RTL
2085
Red Tortoise LLC
Georgia
$3.87K
WAM
2086
Worth Asset Management
Texas
$3.29K
SIS
2087
Sound Income Strategies
Florida
$3.24K
SIC
2088
SJS Investment Consulting
Ohio
$3.1K
VF
2089
VitalStone Financial
Texas
$3K -$3.12K -26 -51%
OAJ
2090
Ogorek Anthony Joseph
New York
$3K
TVWM
2091
Tower View Wealth Management
Wisconsin
$3K +$111 +1 +4%
CSC
2092
Caldwell Sutter Capital
California
$3K +$3K +31 New
MMG
2093
Monetary Management Group
Missouri
$2.9K +$2.9K +30 New
SFC
2094
SYM Financial Corp
Indiana
$2.72K -$62.9K -648 -96%
OLVIG
2095
Oliver Lagore Vanvalin Investment Group
Michigan
$2.68K -$96K -1,001 -97%
WAM
2096
WFA Asset Management
Wisconsin
$2.65K
HFM
2097
Hartford Financial Management
Connecticut
$2.45K
HI
2098
Hoey Investments
Pennsylvania
$2.03K
C
2099
Covestor
United Kingdom
$2K -$91 -1 -4%
EA
2100
Evolution Advisers
Virginia
$2K