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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 %
MCCA
1426
Mill Creek Capital Advisors
Pennsylvania
$848K -$11.3K -104 -1%
KAM
1427
Kraft Asset Management
Tennessee
$848K -$14.6K -135 -2%
SHFA
1428
SC&H Financial Advisors
Maryland
$846K +$4.55K +42 +0.5%
CWM
1429
Centurion Wealth Management
Virginia
$845K +$72.6K +671 +9%
KWA
1430
Kingswood Wealth Advisors
California
$839K +$373K +3,450 +80%
PI
1431
Parkside Investments
Illinois
$839K +$241K +2,225 +40%
HWM
1432
Horizons Wealth Management
North Carolina
$837K -$7.58K -70 -0.9%
CTB
1433
Country Trust Bank
Illinois
$835K -$24.9K -230 -3%
GKIM
1434
GW&K Investment Management
Massachusetts
$835K +$203K +1,878 +32%
TPW
1435
Transatlantique Private Wealth
New York
$834K -$17.6K -163 -2%
CMI
1436
Clare Market Investments
Texas
$834K +$78.2K +722 +10%
COCM
1437
Charter Oak Capital Management
New Hampshire
$832K -$35.2K -325 -4%
CL
1438
COWA LLC
Oklahoma
$831K +$108 +1 +0%
SC
1439
Sierra Capital
Florida
$830K
WJWM
1440
Williams Jones Wealth Management
New York
$830K -$1.08K -10 -0.1%
LW
1441
Lauer Wealth
Indiana
$828K
VPP
1442
Vertex Planning Partners
Illinois
$828K +$547K +5,052 +195%
HWM
1443
Hohimer Wealth Management
Washington
$826K +$16.6K +153 +2%
RSVP
1444
Ramsay Stattman Vela & Price
Colorado
$825K +$25.4K +235 +3%
SSWM
1445
Smith Salley Wealth Management
North Carolina
$821K +$47.5K +439 +6%
CG
1446
Caprock Group
Idaho
$818K +$7.79K +72 +1%
PCM
1447
Palisade Capital Management
New Jersey
$813K +$93.7K +866 +13%
HFS
1448
Haverford Financial Services
Pennsylvania
$812K
PFBT
1449
Parkside Financial Bank & Trust
Missouri
$812K +$317K +2,927 +64%
JBA
1450
Johnson Bixby & Associates
Washington
$811K +$1.08K +10 +0.1%