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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 %
WT
351
Washington Trust
Rhode Island
$16.1M +$1.15M +10,606 +8%
FWM
352
Fairhaven Wealth Management
Illinois
$16.1M -$5.89M -54,432 -27%
SAM
353
Summit Asset Management
Tennessee
$16.1M +$13.9K +128 +0.1%
Lido Advisors
354
Lido Advisors
California
$16.1M -$606K -5,594 -4%
KPWS
355
Kestra Private Wealth Services
Texas
$16.1M +$1.48M +13,684 +10%
LIA
356
LBMC Investment Advisors
Tennessee
$16M +$568K +5,251 +4%
FBB
357
Fulton Breakefield Broenniman
Maryland
$16M +$1.08M +10,010 +7%
PPA
358
Painted Porch Advisors
California
$15.9M +$15.9M +146,746 New
VFIC
359
Valley Forge Investment Consultants
Pennsylvania
$15.9M +$165K +1,523 +1%
PIMJS
360
PKO Investment Management Joint-Stock
Poland
$15.8M -$18.4M -169,888 -54%
Two Sigma Advisers
361
Two Sigma Advisers
New York
$15.8M -$1.65M -15,200 -9%
PWLP
362
Prio Wealth Limited Partnership
Massachusetts
$15.7M -$745K -6,881 -5%
OPWM
363
Oakwell Private Wealth Management
Texas
$15.6M +$1.15M +10,603 +8%
ATC
364
Argent Trust Co
Tennessee
$15.6M +$376K +3,474 +2%
LP
365
LGL Partners
Pennsylvania
$15.6M +$239K +2,205 +2%
WH
366
Whitcomb & Hess
Ohio
$15.6M +$295K +2,723 +2%
CA
367
Capital Advantage
California
$15.5M -$219K -2,019 -1%
TPCW
368
TD Private Client Wealth
New York
$15.5M -$1.12M -10,339 -7%
SWA
369
Stratos Wealth Advisors
Ohio
$15.4M +$95.9K +886 +0.6%
PSIWM
370
Paradigm Strategies in Wealth Management
Minnesota
$15.4M -$618K -5,712 -4%
WIA
371
World Investment Advisors
California
$15.4M +$9.85M +91,017 +177%
FA
372
Flagstar Advisors
New York
$15.4M -$941K -8,690 -6%
AWE
373
Avidian Wealth Enterprises
Texas
$15.4M +$1.17M +10,841 +8%
Manulife (Manufacturers Life Insurance)
374
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$15.4M +$2.51M +23,230 +20%
MWM
375
Marietta Wealth Management
Georgia
$15.3M -$206K -1,907 -1%