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iShares Core S&P Small-Cap ETF

2,127 hedge funds and large institutions have $50.3B invested in iShares Core S&P Small-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 283 funds opening new positions, 868 increasing their positions, 789 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,127
Holders Change
+184
Holders Change %
+9.47%
% of All Funds
34.32%
Holding in Top 10
350
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+5.11%
% of All Funds
5.65%
New
283
Increased
868
Reduced
789
Closed
58
Calls
$24.7M
Puts
$7.81M
Net Calls
+$16.9M
Net Calls Change
+$11.7M
Name Holding Trade Value Shares
Change
Shares
Change %
EBA
1626
Eagle Bay Advisors
New York
$423K +$22.3K +236 +6%
VPP
1627
Vertex Planning Partners
Illinois
$422K +$422K +4,459 New
HSG
1628
Helen Stephens Group
Texas
$422K +$422K +4,458 New
CA
1629
Calton & Associates
Florida
$421K +$421K +4,451 New
DI
1630
DFPG Investments
Utah
$421K +$421K +4,234 New
JIR
1631
James Investment Research
Ohio
$420K +$420K +4,441 New
BEAM
1632
Baker Ellis Asset Management
Washington
$419K +$419K +4,430 New
DI
1633
DAGCO Inc
Ohio
$418K -$49.4K -522 -11%
LNB
1634
Ledyard National Bank
$417K -$1.89K -20 -0.5%
BWP
1635
Baldwin Wealth Partners
Massachusetts
$416K
IC
1636
Innealta Capital
Texas
$416K +$24.3K +257 +6%
KIA
1637
KCM Investment Advisors
California
$414K -$7.1K -75 -2%
EP
1638
Eudaimonia Partners
Tennessee
$412K +$36.1K +381 +10%
NIC
1639
Northwest Investment Counselors
Oregon
$412K
EA
1640
Eudaimonia Advisors
Tennessee
$411K -$24.8K -262 -6%
PCA
1641
Peddock Capital Advisors
Massachusetts
$410K -$7.38K -78 -2%
HCMT
1642
Highland Capital Management (Tennessee)
Tennessee
$409K
GAMC
1643
Garner Asset Management Corp
Texas
$409K +$1.71K +18 +0.4%
B
1644
Bensler
Washington
$409K -$94.4K -997 -19%
ACM
1645
AlphaStar Capital Management
North Carolina
$408K +$8.04K +85 +2%
HWM
1646
Howard Wealth Management
Connecticut
$407K -$2.74K -29 -0.7%
PCM
1647
Palisade Capital Management
New Jersey
$407K -$35.5K -375 -8%
IIC
1648
Ironwood Investment Counsel
Arizona
$407K +$58.2K +615 +17%
WWP
1649
WR Wealth Planners
Missouri
$402K -$7.48K -79 -2%
AUB
1650
Atlantic Union Bankshares
Virginia
$402K +$20.1K +212 +5%