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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 %
EA
1776
Eudaimonia Advisors
Tennessee
$281K -$16K -170 -5%
SMI
1777
Shelter Mutual Insurance
Missouri
$279K
CFA
1778
Capstone Financial Advisors
Illinois
$279K +$7.26K +77 +3%
TWA
1779
TCI Wealth Advisors
Arizona
$279K +$6.89K +73 +3%
JC
1780
JB Capital
Connecticut
$279K -$12.8K -136 -4%
PP
1781
Patten & Patten
Tennessee
$278K +$12.6K +134 +5%
BL
1782
BFSG LLC
California
$278K
DI
1783
DDFG Inc
California
$278K -$9.91K -105 -3%
SBIA
1784
Sheaff Brock Investment Advisors
Indiana
$277K
CWA
1785
Clarity Wealth Advisors
California
$276K +$1.98K +21 +0.7%
AFAS
1786
Acorn Financial Advisory Services
Virginia
$275K +$3.84K +41 +1%
WI
1787
WrapManager Inc
California
$274K -$24.4K -259 -8%
WAG
1788
Wallace Advisory Group
California
$273K +$273K +2,740 New
EP
1789
EPIQ Partners
Minnesota
$272K
PAA
1790
Peregrine Asset Advisers
Oregon
$272K +$272K +2,882 New
CWA
1791
Consilium Wealth Advisory
Texas
$269K
PCMK
1792
Paragon Capital Management (Kansas)
Kansas
$269K
MWM
1793
Madison Wealth Management
Ohio
$269K
FH
1794
FWG Holdings
Florida
$268K -$11K -120 -4%
CAG
1795
Curtis Advisory Group
California
$268K
PFA
1796
Petra Financial Advisors
Colorado
$267K
CWA
1797
Clearview Wealth Advisors
Oregon
$266K -$56.2K -596 -17%
RPCA
1798
Running Point Capital Advisors
California
$266K -$130K -1,380 -33%
CW
1799
CreativeOne Wealth
Kansas
$266K -$966K -10,248 -78%
PBF
1800
Petix & Botte Financial
California
$266K -$189 -2 -0.1%