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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 %
HWA
1526
Hillcrest Wealth Advisors
New Jersey
$674K -$21.7K -200 -3%
SIC
1527
Salem Investment Counselors
North Carolina
$673K +$1.52K +14 +0.2%
GFG
1528
Greystone Financial Group
Michigan
$673K -$8.88K -82 -1%
TPI
1529
Trust Point Inc
Wisconsin
$673K +$673K +6,215 New
SFC
1530
Strategic Financial Concepts
Texas
$672K -$58.8K -543 -8%
CM
1531
Columbus Macro
Pennsylvania
$671K -$11K -102 -2%
CGFA
1532
Colton Groome Financial Advisors
North Carolina
$670K -$452K -4,174 -40%
MLL
1533
Moody Lynn & Lieberson
Massachusetts
$670K -$1.95K -18 -0.3%
STCOSD
1534
Sageworth Trust Company of South Dakota
South Dakota
$669K +$2.17K +20 +0.3%
VCM
1535
Virtue Capital Management
Tennessee
$669K +$415K +3,971 +163%
HIP
1536
HUB Investment Partners
Texas
$668K +$157K +1,452 +31%
TNB
1537
Thomasville National Bank
Georgia
$663K -$9.74K -90 -1%
PIA
1538
Powell Investment Advisors
Florida
$662K +$259K +2,396 +64%
PTC
1539
Philadelphia Trust Company
Pennsylvania
$658K
SSW
1540
Smith Shellnut Wilson
Mississippi
$657K +$39.7K +367 +6%
MWM
1541
McNaughton Wealth Management
California
$653K -$17.6K -163 -3%
BW
1542
BIP Wealth
Georgia
$652K -$4.44K -41 -0.7%
SFP
1543
Shepherd Financial Partners
Massachusetts
$652K
GAM
1544
Gemmer Asset Management
California
$652K -$143K -1,325 -18%
FCFC
1545
First Commonwealth Financial Corp
Pennsylvania
$650K -$72.6K -671 -10%
BBW
1546
Blue Barn Wealth
Utah
$647K -$866 -8 -0.1%
NC
1547
Napatree Capital
Rhode Island
$645K +$645K +5,960 New
DSA
1548
Droms Strauss Advisors
Missouri
$645K +$1.08K +10 +0.2%
IIM
1549
Ipswich Investment Management
Massachusetts
$644K +$6.5K +60 +1%
FWM
1550
FMB Wealth Management
California
$644K