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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 %
MC
1276
Moors & Cabot
Massachusetts
$1.27M +$181K +1,668 +17%
AIP
1277
Almanack Investment Partners
Pennsylvania
$1.27M -$112K -1,038 -8%
CT
1278
Columbia Trust
Oregon
$1.27M +$22.7K +210 +2%
LC
1279
LCNB Corp
Ohio
$1.26M -$33K -305 -3%
LMIM
1280
Lockheed Martin Investment Management
Maryland
$1.26M
CWM
1281
Chemistry Wealth Management
New York
$1.25M -$3.68K -34 -0.3%
TRSOTSOK
1282
Teachers Retirement System of the State of Kentucky
Kentucky
$1.25M
CAS
1283
Coppell Advisory Solutions
Texas
$1.25M +$1.24M +11,495 +23,459%
BB
1284
Busey Bank
Illinois
$1.25M -$113K -1,048 -8%
BFM
1285
Broadview Financial Management
Wisconsin
$1.24M +$164K +1,511 +15%
SXL
1286
Summit X LLC
Missouri
$1.24M -$109K -1,014 -8%
AIG
1287
American International Group
New York
$1.24M -$65K -600 -5%
4WM
1288
49 Wealth Management
Texas
$1.24M +$1.24M +11,437 New
FFA
1289
Fortune Financial Advisors
Kansas
$1.24M -$76.2K -704 -6%
ICP
1290
Interchange Capital Partners
Pennsylvania
$1.23M -$26.2K -236 -2%
LSA
1291
Lansing Street Advisors
Pennsylvania
$1.23M +$1.23M +11,328 New
MWM
1292
Modern Wealth Management
Kansas
$1.22M +$1.22M +11,311 New
SP
1293
Stonebrook Private
Michigan
$1.21M +$1.21M +11,198 New
CA
1294
Claro Advisors
Massachusetts
$1.21M -$8.88K -82 -0.7%
HCM
1295
Howland Capital Management
Massachusetts
$1.21M -$1.3K -12 -0.1%
PFG
1296
PAX Financial Group
Texas
$1.21M +$24.8K +237 +2%
TSW
1297
Three Seasons Wealth
Utah
$1.21M -$55K -508 -4%
RT
1298
Rockland Trust
Massachusetts
$1.21M +$56.4K +521 +5%
MMA
1299
Miracle Mile Advisors
California
$1.2M -$525K -4,851 -30%
CFFP
1300
Center for Financial Planning
Michigan
$1.2M +$18.3K +169 +2%