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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 %
CGPCS
1251
Capital Group Private Client Services
California
$1.37M +$32.3K +298 +2%
HSWS
1252
Higgins & Schmidt Wealth Strategies
Colorado
$1.37M +$1.37M +12,613 New
1IA
1253
1834 Investment Advisors
Wisconsin
$1.36M -$875K -8,086 -39%
NCM
1254
Nelson Capital Management
California
$1.36M +$14.4K +133 +1%
MIC
1255
Meridian Investment Counsel
California
$1.35M
SFB
1256
STAR Financial Bank
Indiana
$1.35M -$332K -3,065 -20%
PI
1257
PFG Investments
New York
$1.34M +$116K +1,073 +9%
TFGT
1258
TS Financial Group (TSFG)
Illinois
$1.34M -$573K -5,299 -30%
GS
1259
GTS Securities
New York
$1.33M +$1.33M +12,325 New
ACG
1260
Allen Capital Group
Nebraska
$1.33M +$12.3K +114 +0.9%
OWA
1261
Opal Wealth Advisors
New York
$1.33M +$1.33M +12,293 New
HWM
1262
HFG Wealth Management
Texas
$1.32M +$1.32M +12,240 New
AFS
1263
Annapolis Financial Services
Maryland
$1.32M -$65.8K -608 -5%
DFG
1264
Delta Financial Group
New Jersey
$1.31M +$80.5K +744 +7%
Deutsche Bank
1265
Deutsche Bank
Germany
$1.31M +$175K +1,615 +15%
SAM
1266
Silvercrest Asset Management
New York
$1.3M +$185K +1,706 +16%
CRI
1267
Colonial River Investments
Virginia
$1.3M -$3.05M -28,169 -70%
PWM
1268
PBMares Wealth Management
Virginia
$1.3M +$47.4K +438 +4%
SSA
1269
Sierra Summit Advisors
Nevada
$1.29M +$1.29M +11,927 New
GWA
1270
GGM Wealth Advisors
Maryland
$1.29M -$151K -1,427 -10%
SIC
1271
Samalin Investment Counsel
New York
$1.29M +$20.9K +193 +2%
BTI
1272
Blue Trust Inc
Georgia
$1.29M -$1.6K -17 -0.1%
FB
1273
Fulton Bank
Pennsylvania
$1.28M +$122K +1,123 +10%
IC
1274
Inscription Capital
Texas
$1.28M
FPCP
1275
Fort Point Capital Partners
California
$1.27M +$1.27M +11,769 New