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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 %
PNC
2151
Park National Corp
Ohio
-$228K -2,289 Closed
RIG
2152
RiverFront Investment Group
Virginia
-$219K -2,200 Closed
SF
2153
Symphony Financial
Texas
-$215K -2,171 Closed
EGA
2154
E&G Advisors
Texas
-$213K -2,138 Closed
CIBC Asset Management
2155
CIBC Asset Management
Ontario, Canada
-$210K -2,110 Closed
IFWM
2156
Institute for Wealth Management
Colorado
-$209K -2,099 Closed
KFA
2157
Kapstone Financial Advisors
Ohio
-$219K -2,093 Closed
LCM
2158
LVM Capital Management
Michigan
-$208K -2,083 Closed
GSIAS
2159
Garden State Investment Advisory Services
New Jersey
-$207K -2,079 Closed
ANB
2160
Amarillo National Bank
Texas
-$207K -2,076 Closed
VWA
2161
VERITY Wealth Advisors
United States
-$206K -2,072 Closed
MFWP
2162
Mosaic Family Wealth Partners
Missouri
-$206K -2,069 Closed
RIM
2163
Rockbridge Investment Management
New York
-$206K -2,069 Closed
EAM
2164
Empirical Asset Management
Massachusetts
-$204K -2,048 Closed
PIA
2165
Petredis Investment Advisors
Pennsylvania
-$201K -2,020 Closed
EA
2166
Eclectic Associates
California
-$201K -2,020 Closed
EBWM
2167
Eagle Bluffs Wealth Management
Missouri
-$201K -2,013 Closed
LF
2168
Lantz Financial
Illinois
-$201K -2,013 Closed
SF
2169
Safeguard Financial
Wisconsin
-$190K -1,916 Closed
NFW
2170
Noble Family Wealth
Florida
-$120K -1,200 Closed
TAIM
2171
TD Ameritrade Investment Management
Nebraska
-$76K -758 Closed
DI
2172
Disciplined Investments
Oklahoma
-$64K -642 Closed
FMP
2173
Financial Management Professionals
Texas
-$45K -450 Closed
IAS
2174
IMA Advisory Services
Colorado
-$23.1K -232 Closed
2L
2175
25 LLC
Missouri
-$22.6K -221 Closed