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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 %
PA
226
Pinnacle Associates
New York
$27.7M -$621K -5,737 -2%
RFA
227
RTD Financial Advisors
Pennsylvania
$27.6M +$15K +139 +0.1%
CAI
228
Capital Advisors Inc
Oklahoma
$26.7M -$2.33M -21,479 -8%
WTC
229
WhitTier Trust Company
Nevada
$26.6M -$1.19M -11,035 -4%
VC
230
Veracity Capital
Georgia
$26.3M +$1.47M +13,619 +6%
FFS
231
Founders Financial Securities
Maryland
$26.2M +$2.4M +22,141 +10%
OC
232
Oppenheimer & Co
New York
$26.2M +$712K +6,573 +3%
Prudential Financial
233
Prudential Financial
New Jersey
$26M +$4.01M +37,004 +18%
1SB
234
1ST Source Bank
Indiana
$25.9M +$49.5K +457 +0.2%
FFB
235
First Financial Bankshares
Texas
$25.8M +$25.8M +238,685 New
FAM
236
Frontier Asset Management
Wyoming
$25.8M +$5.81M +53,674 +29%
GRP
237
Global Retirement Partners
California
$25.2M +$4.84M +46,831 +24%
CFO
238
Colony Family Offices
North Carolina
$25.1M +$281K +2,600 +1%
FFBTD
239
First Financial Bank - Trust Division
Ohio
$25.1M +$470K +4,338 +2%
FCI
240
Financial Counselors Inc
Kansas
$24.9M -$700K -6,470 -3%
JAG
241
Journey Advisory Group
Kentucky
$24.9M +$1.99M +18,398 +9%
VFA
242
Voya Financial Advisors
Connecticut
$24.8M -$24.6M -224,304 -50%
MW
243
MBL Wealth
North Carolina
$24.7M +$299K +2,761 +1%
VVP
244
Venture Visionary Partners
Ohio
$24.6M +$5.21M +48,151 +27%
PCFFS
245
Pacific Center for Financial Services
California
$24.5M -$103K -954 -0.4%
RWP
246
RWA Wealth Partners
Massachusetts
$24.5M +$21.8M +201,010 +802%
FA
247
Fountainhead AM
New Jersey
$24.4M +$1.86M +17,137 +8%
SPP
248
Single Point Partners
Massachusetts
$24.4M -$361K -3,334 -1%
VCM
249
Vision Capital Management
Oregon
$24.4M +$1.59M +14,684 +7%
GWM
250
Geneos Wealth Management
Colorado
$24.2M +$952K +8,793 +4%