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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 %
JFG
701
Jefferies Financial Group
New York
$5.62M -$705K -6,517 -11%
CFG
702
Cooper Financial Group
California
$5.62M +$253K +2,338 +5%
TSWM
703
Triangle Securities Wealth Management
North Carolina
$5.61M +$255K +2,360 +5%
PGF
704
Plan Group Financial
Oklahoma
$5.6M +$1.62M +14,958 +41%
EW
705
Element Wealth
Mississippi
$5.57M -$47.1K -435 -0.8%
NL
706
NWAM LLC
Washington
$5.55M -$3.83M -35,404 -41%
AMM
707
American Money Management
California
$5.54M +$2.69M +24,849 +94%
MC
708
Middleton & Co
Massachusetts
$5.51M +$84.2K +778 +2%
SCM
709
Stonehearth Capital Management
Massachusetts
$5.48M -$3.15M -29,131 -37%
CIC
710
Cutler Investment Counsel
Oregon
$5.41M +$358K +3,310 +7%
AFG
711
Atomi Financial Group
New York
$5.39M +$4.71M +43,467 +691%
CB
712
Commerce Bank
Missouri
$5.37M -$168K -1,556 -3%
CAM
713
Creekmur Asset Management
Illinois
$5.34M +$5.34M +49,310 New
SS
714
Sunbelt Securities
Texas
$5.32M +$343K +3,170 +7%
CAM
715
Cozad Asset Management
Illinois
$5.32M +$64.1K +592 +1%
CWA
716
Canvas Wealth Advisors
Kansas
$5.29M +$625K +5,988 +13%
MLIC
717
Mandatum Life Insurance Company
Finland
$5.28M +$3.98M +36,759 +305%
PTC
718
Private Trust Company
Ohio
$5.28M -$43.3K -400 -0.8%
CASB
719
Cape Ann Savings Bank
Massachusetts
$5.25M -$2.5M -24,053 -32%
PPWP
720
Premier Path Wealth Partners
New Jersey
$5.22M +$5.22M +47,704 New
TCM
721
Telos Capital Management
California
$5.21M -$71.8K -663 -1%
MWA
722
Muirfield Wealth Advisors
North Carolina
$5.2M +$5.2M +48,055 New
AWP
723
Accretive Wealth Partners
New Jersey
$5.2M -$39K -360 -0.7%
SEIA
724
Signature Estate & Investment Advisors
California
$5.2M +$219K +2,022 +4%
WEG
725
World Equity Group
Illinois
$5.18M -$1.73M -15,926 -25%