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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 %
BDFN
1751
Bond & Devick Financial Network
Minnesota
$296K
NFG
1752
Nadler Financial Group
Illinois
$296K
HT
1753
Heritage Trust
Oklahoma
$293K -$9.91K -105 -3%
SCA
1754
Sandy Cove Advisors
Massachusetts
$293K -$48.4K -513 -14%
Fayez Sarofim & Co
1755
Fayez Sarofim & Co
Texas
$293K
HCMT
1756
Highland Capital Management (Tennessee)
Tennessee
$292K -$9.43K -100 -3%
JHCP
1757
Jackson Hole Capital Partners
Oklahoma
$291K +$14.2K +150 +5%
CHAM
1758
Clear Harbor Asset Management
Connecticut
$291K
WB
1759
Webster Bank
Connecticut
$291K +$1.98K +21 +0.7%
MMHP
1760
Murphy Middleton Hinkle & Parker
Georgia
$291K
MPW
1761
Monterey Private Wealth
California
$288K -$12.3K -130 -4%
ACM
1762
Advance Capital Management
Michigan
$287K +$287K +3,039 New
BTW
1763
Boston Trust Walden
Massachusetts
$286K
SFG
1764
SNS Financial Group
Minnesota
$285K -$42.5K -448 -13%
MWM
1765
Merriman Wealth Management
Washington
$285K +$5.21K +55 +2%
OWM
1766
OneAscent Wealth Management
Alabama
$284K +$284K +2,995 New
IIC
1767
Ironwood Investment Counsel
Arizona
$284K
SCM
1768
Shelton Capital Management
Colorado
$283K
SAM
1769
Selway Asset Management
$283K
LFP
1770
Leeward Financial Partners
Washington
$283K
RC
1771
Roundview Capital
New Jersey
$283K +$11.4K +121 +4%
SAM
1772
Sawgrass Asset Management
Florida
$283K +$283K +3,000 New
AWM
1773
Avondale Wealth Management
Texas
$283K -$14.2K -150 -5%
EP
1774
Eudaimonia Partners
Tennessee
$282K -$67.9K -720 -19%
FPWM
1775
FSB Premier Wealth Management
Iowa
$281K