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iShares Core S&P Small-Cap ETF

2,299 hedge funds and large institutions have $56B invested in iShares Core S&P Small-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 330 funds opening new positions, 961 increasing their positions, 798 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,299
Holders Change
+205
Holders Change %
+9.79%
% of All Funds
33.7%
Holding in Top 10
369
Holding in Top 10 Change
+45
Holding in Top 10 Change %
+13.89%
% of All Funds
5.41%
New
330
Increased
961
Reduced
798
Closed
89
Calls
$86.8M
Puts
$26.9M
Net Calls
+$59.9M
Net Calls Change
+$43.1M
Name Holding Trade Value Shares
Change
Shares
Change %
DBRC
1876
D.B. Root & Company
Pennsylvania
$322K -$75.7K -699 -19%
EA
1877
Eudaimonia Advisors
Tennessee
$322K
SMI
1878
Shelter Mutual Insurance
Missouri
$320K
DP
1879
DDD Partners
Washington
$320K -$31.4K -290 -9%
WIC
1880
Woodmont Investment Counsel
Tennessee
$320K +$81.1K +749 +34%
PP
1881
Patten & Patten
Tennessee
$319K
LAM
1882
LifePro Asset Management
California
$319K -$98K -905 -24%
Fayez Sarofim & Co
1883
Fayez Sarofim & Co
Texas
$318K -$11.2K -106 -3%
HCC
1884
Hirtle Callaghan & Co
Pennsylvania
$317K -$112K -1,035 -26%
CWA
1885
Clarity Wealth Advisors
California
$317K
DI
1886
DDFG Inc
California
$317K -$2.27K -21 -0.7%
CL
1887
CIM LLC
New York
$316K +$316K +2,976 New
GFA
1888
Gallagher Fiduciary Advisors
Illinois
$316K -$57.9K -535 -15%
ITC
1889
Inspire Trust Company
Nevada
$315K +$315K +2,914 New
HCMT
1890
Highland Capital Management (Tennessee)
Tennessee
$315K -$20K -185 -6%
CCA
1891
Clarity Capital Advisors
Florida
$315K +$315K +2,906 New
GC
1892
Gratus Capital
Georgia
$314K +$53.8K +497 +21%
CFA
1893
Capstone Financial Advisors
Illinois
$314K -$6.28K -58 -2%
HGWM
1894
Horst & Graben Wealth Management
Oregon
$313K -$277K -2,558 -47%
CAG
1895
Curtis Advisory Group
California
$313K +$5.95K +55 +2%
PAA
1896
Peregrine Asset Advisers
Oregon
$313K +$758 +7 +0.2%
HGA
1897
Hobbs Group Advisors
South Carolina
$312K +$312K +2,878 New
SW
1898
Simplicity Wealth
New Jersey
$311K +$311K +2,870 New
JC
1899
JB Capital
Connecticut
$310K -$10.1K -93 -3%
CAM
1900
Concorde Asset Management
Michigan
$310K +$310K +2,862 New