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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 %
SLWA
2126
San Luis Wealth Advisors
California
-$416K -4,170 Closed
QT
2127
Quantbot Technologies
New York
-$414K -4,156 Closed
RWRC
2128
R.W. Roge & Company
New York
-$406K -4,078 Closed
VAS
2129
Vestmark Advisory Solutions
Massachusetts
-$393K -3,946 Closed
SQA
2130
Simon Quick Advisors
New Jersey
-$383K -3,840 Closed
PWS
2131
Peterson Wealth Services
Utah
-$372K -3,735 Closed
VNB
2132
Virginia National Bank
Virginia
-$368K -3,692 Closed
NWM
2133
NEIRG Wealth Management
Massachusetts
-$353K -3,537 Closed
VI
2134
Vestcor Inc
New Brunswick, Canada
-$336K -3,373 Closed
IPW
2135
Inlet Private Wealth
Florida
-$332K -3,330 Closed
BWA
2136
Beam Wealth Advisors
Louisiana
-$317K -3,179 Closed
AWM
2137
Arista Wealth Management
Nevada
-$289K -2,904 Closed
AC
2138
ASB Consultores
Florida
-$280K -2,807 Closed
Qube Research & Technologies (QRT)
2139
Qube Research & Technologies (QRT)
United Kingdom
-$134K -2,723 Closed
SIA
2140
Sovereign Investment Advisors
Arizona
-$269K -2,702 Closed
TCB
2141
Texas Capital Bancshares
Texas
-$266K -2,670 Closed
PRWA
2142
Platte River Wealth Advisors
Colorado
-$241K -2,418 Closed
SWA
2143
SFMG Wealth Advisors
Texas
-$241K -2,417 Closed
HI
2144
HBK Investments
Texas
-$240K -2,413 Closed
FFA
2145
Fragasso Financial Advisors
Pennsylvania
-$240K -2,407 Closed
MFG
2146
MidWestOne Financial Group
Iowa
-$237K -2,380 Closed
RCG
2147
Resource Consulting Group
Florida
-$237K -2,380 Closed
FPCP
2148
Fort Point Capital Partners
California
-$235K -2,358 Closed
WFA
2149
Wade Financial Advisory
California
-$232K -2,329 Closed
PCI
2150
Planning Center Inc
Illinois
-$232K -2,324 Closed