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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 %
OIA
251
OneDigital Investment Advisors
Kansas
$24.1M -$1.11M -10,295 -4%
SW
252
SVB Wealth
Massachusetts
$23.8M -$6.2M -57,241 -21%
Carson Wealth (CWM LLC)
253
Carson Wealth (CWM LLC)
Nebraska
$23.8M +$9.8M +90,517 +70%
ATPW
254
Ashton Thomas Private Wealth
Arizona
$23.7M +$1.2M +11,042 +5%
FHB
255
First Hawaiian Bank
Hawaii
$23.2M -$105K -974 -0.5%
ASN
256
Advisory Services Network
Georgia
$22.9M +$857K +7,915 +4%
MA
257
Montag & Associates
Georgia
$22.8M +$10.9M +100,855 +92%
AC
258
Asio Capital
Kentucky
$22.8M +$1.19M +11,038 +6%
RCA
259
Resonant Capital Advisors
Wisconsin
$22.8M +$566K +5,225 +3%
HG
260
Harbor Group
New Hampshire
$22.4M -$128K -1,183 -0.6%
ODG
261
O'Dell Group
Ohio
$22.2M -$370K -3,420 -2%
CMA
262
Cedar Mountain Advisors
Oregon
$22.2M -$115K -1,061 -0.5%
BHWM
263
Bar Harbor Wealth Management
New Hampshire
$22.2M +$217K +2,007 +1%
MAM
264
Madison Asset Management
Wisconsin
$22.2M -$37.5M -346,638 -63%
HI
265
Horizon Investments
North Carolina
$22.1M -$30.8M -284,829 -58%
WAP
266
Wealthcare Advisory Partners
Pennsylvania
$22M +$1.82M +16,836 +9%
PCIA
267
Prime Capital Investment Advisors
Kansas
$22M +$16M +148,046 +268%
William Blair & Company
268
William Blair & Company
Illinois
$21.9M +$2.68M +24,791 +14%
ST
269
Sageworth Trust
Pennsylvania
$21.9M +$1.51M +13,936 +7%
SS
270
Simplicity Solutions
Minnesota
$21.8M -$76.5K -707 -0.3%
SFS
271
Summit Financial Strategies
Ohio
$21.7M -$119K -1,097 -0.5%
AWM
272
Avior Wealth Management
Nebraska
$21.6M -$3.6M -33,238 -14%
MW
273
Marcum Wealth
Ohio
$21.6M +$4.23M +39,052 +24%
DWM
274
Dechtman Wealth Management
Colorado
$21.5M -$3.6M -33,244 -14%
SB
275
Simmons Bank
Arkansas
$21.4M -$726K -6,705 -3%