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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 %
BWFA
526
Baltimore-Washington Financial Advisors
Maryland
$9.56M +$576K +5,322 +6%
PPW
527
PACK Private Wealth
Minnesota
$9.56M +$8.55K +79 +0.1%
TIM
528
Tortoise Investment Management
New York
$9.45M -$951K -8,781 -9%
CPW
529
Crestmont Private Wealth
Texas
$9.44M -$2.04M -18,837 -18%
LGWM
530
Litman Gregory Wealth Management
California
$9.44M +$4.62M +42,634 +96%
SFC
531
Sprinkle Financial Consultants
Colorado
$9.43M +$9.43M +87,123 New
FMN
532
Financial Management Network
California
$9.33M -$652K -6,249 -7%
GVAG
533
Great Valley Advisor Group
Delaware
$9.24M +$1.38M +12,766 +18%
TDWM
534
Topel & Distasi Wealth Management
California
$9.21M +$169K +1,558 +2%
RIM
535
Redwood Investment Management
Arizona
$9.21M -$1.43M -13,184 -13%
TWM
536
Tradition Wealth Management
Minnesota
$9.17M -$5.12M -47,292 -36%
EPP
537
ETF Portfolio Partners
Kansas
$9.16M +$69.7K +644 +0.8%
LWA
538
LWS Wealth Advisors
New Jersey
$9.14M +$1.12M +10,368 +14%
HBCM
539
Heron Bay Capital Management
Michigan
$9.13M +$9.13M +84,329 New
LP
540
LMR Partners
United Kingdom
$9.07M +$9.07M +83,796 New
Retirement Systems of Alabama
541
Retirement Systems of Alabama
Alabama
$9.04M
CCM
542
Condor Capital Management
New Jersey
$9.04M -$331K -3,054 -4%
CWM
543
Cahill Wealth Management
Michigan
$9.04M +$703K +6,490 +8%
PFG
544
Pacific Financial Group
Washington
$9.03M +$30.4K +281 +0.3%
HWM
545
HighMark Wealth Management
Minnesota
$9M +$104K +962 +1%
GIA
546
GHP Investment Advisors
Colorado
$8.99M -$42.7K -394 -0.5%
RVPG
547
Relative Value Partners Group
$8.95M -$6.44M -59,531 -42%
KA
548
Kure Advisory
Minnesota
$8.93M +$191K +1,766 +2%
OPPS
549
Obsidian Personal Planning Solutions
Maryland
$8.88M +$276K +2,549 +3%
AA
550
Ancora Advisors
Ohio
$8.87M -$194K -1,790 -2%