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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 %
CFA
2151
Camarda Financial Advisors
Florida
-$321K -3,320 Closed
SA
2152
Strategic Advisors
New York
-$321K -3,315 Closed
CAP
2153
Columbia Advisory Partners
Washington
-$307K -3,174 Closed
SSC
2154
Syverson Strege & Co
Iowa
-$282K -2,916 Closed
AR
2155
Apeiron RIA
Texas
-$282K -2,912 Closed
FSG
2156
Financial Strategies Group
Michigan
-$281K -2,906 Closed
FAT
2157
First American Trust
California
-$280K -2,898 Closed
OWM
2158
OneAscent Wealth Management
Alabama
-$279K -2,882 Closed
JLBC
2159
J.L. Bainbridge & Co
Florida
-$278K -2,873 Closed
SCI
2160
Stableford Capital II
Arizona
-$269K -2,840 Closed
WCM
2161
Weik Capital Management
Pennsylvania
-$271K -2,800 Closed
WC
2162
Waterloo Capital
Texas
-$260K -2,685 Closed
RWM
2163
Revisor Wealth Management
Ohio
-$257K -2,661 Closed
CWM
2164
Concentric Wealth Management
California
-$253K -2,613 Closed
VWM
2165
Vigilare Wealth Management
Arizona
-$251K -2,598 Closed
OMC
2166
Old Mission Capital
Illinois
-$250K -2,584 Closed
FA
2167
Fermata Advisors
California
-$249K -2,579 Closed
RFP
2168
RCS Financial Planning
Maryland
-$249K -2,570 Closed
OAP
2169
One Advisory Partners
Kansas
-$246K -2,545 Closed
CFGF
2170
Compass Financial Group (Florida)
Florida
-$238K -2,466 Closed
MPI
2171
Mairs & Power Inc
Minnesota
-$237K -2,454 Closed
GP
2172
Girard Partners
Pennsylvania
-$236K -2,436 Closed
SLG
2173
Stanley-Laman Group
Pennsylvania
-$233K -2,408 Closed
WCG
2174
Weaver Consulting Group
California
-$230K -2,382 Closed
SP
2175
Successful Portfolios
Florida
-$229K -2,370 Closed