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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 %
RPGK
1351
Retirement Planning Group (Kansas)
Kansas
$1.06M -$15.4K -142 -1%
TAM
1352
Townsend Asset Management
North Carolina
$1.06M -$100K -927 -9%
AOWM
1353
Alpha Omega Wealth Management
Virginia
$1.04M -$131K -1,210 -11%
KLCM
1354
KG&L Capital Management
Louisiana
$1.04M +$7.36K +68 +0.7%
EDRIA
1355
Edmonds Duncan Registered Investment Advisors
Kansas
$1.04M +$11.2K +103 +1%
FDCP
1356
Foster Dykema Cabot & Partners
Massachusetts
$1.03M +$1.03M +9,560 New
BMD
1357
Better Money Decisions
New Mexico
$1.03M -$78.9K -729 -7%
RB
1358
Renasant Bank
Mississippi
$1.03M -$8.55K -79 -0.8%
SIA
1359
SeaBridge Investment Advisors
New Jersey
$1.03M
BAWC
1360
Boyce & Associates Wealth Consulting
Texas
$1.03M -$28K -259 -3%
B
1361
Bridgeworth
Alabama
$1.03M +$403K +3,725 +65%
FPW
1362
Flagship Private Wealth
Massachusetts
$1.02M -$6.39K -59 -0.6%
LW
1363
Linscomb Wealth
Texas
$1.01M -$25.9K -239 -2%
CCM
1364
Crew Capital Management
Ohio
$1.01M -$81.5K -753 -7%
GKWIM
1365
Gerber Kawasaki Wealth & Investment Management
California
$1.01M +$159K +1,470 +19%
TCM
1366
Tufton Capital Management
Maryland
$1.01M +$3.03K +28 +0.3%
DJYG
1367
David J. Yvars Group
Florida
$1.01M -$225K -2,080 -18%
ZIC
1368
ZWJ Investment Counsel
Georgia
$1.01M +$11K +102 +1%
GSEP
1369
Golden State Equity Partners
California
$1.01M +$58.9K +544 +6%
BFA
1370
Beacon Financial Advisory
Ohio
$1M +$210K +1,940 +26%
AWM
1371
Accurate Wealth Management
Florida
$1,000K -$111K -1,065 -10%
BBWP
1372
Beacon Bridge Wealth Partners
Pennsylvania
$999K -$1.11M -10,209 -53%
SW
1373
StrongBox Wealth
Missouri
$999K +$89K +822 +10%
AL
1374
ADE LLC
Maryland
$996K -$34.3K -317 -3%
Fisher Asset Management
1375
Fisher Asset Management
Washington
$993K +$286K +2,646 +41%