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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 %
NA
1551
Navellier & Associates
Nevada
$640K -$1.11M -10,230 -63%
CIBC Asset Management
1552
CIBC Asset Management
Ontario, Canada
$636K +$636K +5,874 New
M
1553
MOTCO
Texas
$635K -$35.6K -329 -5%
BFA
1554
Buttonwood Financial Advisors
Maryland
$635K -$54.8K -506 -8%
PCS
1555
Personal CFO Solutions
New Jersey
$635K +$119K +1,099 +23%
FNBTCON
1556
First National Bank & Trust Co of Newtown
Pennsylvania
$634K -$216 -2 -0%
FI
1557
FWG Investments
Kentucky
$632K +$632K +5,842 New
MAM
1558
MMA Asset Management
Pennsylvania
$630K +$5.74K +53 +0.9%
KA
1559
Kearns & Associates
California
$629K
HCA
1560
Horan Capital Advisors
Ohio
$627K +$233K +2,156 +59%
LMKC
1561
L.M. Kohn & Company
Ohio
$627K -$46.8K -432 -7%
AAG
1562
Armstrong Advisory Group
Massachusetts
$626K
AAMA
1563
Advanced Asset Management Advisors
Ohio
$626K
WF
1564
WoodTrust Financial
Wisconsin
$623K +$279K +2,576 +81%
PWP
1565
Perfromance Wealth Partners
Illinois
$617K -$26.2K -242 -4%
TC
1566
Trust Company
Kansas
$615K +$90.8K +839 +17%
TA
1567
TrueWealth Advisors
Alabama
$615K -$15.5K -143 -2%
LRIA
1568
Leonard Rickey Investment Advisors
Washington
$615K +$70K +647 +13%
NB
1569
Nicolet Bankshares
Wisconsin
$614K +$262K +2,420 +74%
LCM
1570
Lazari Capital Management
California
$614K +$269K +2,486 +78%
I
1571
INVST
Indiana
$613K -$56K -540 -8%
WPC
1572
White Pine Capital
Minnesota
$607K +$13.5K +125 +2%
WPP
1573
Whalerock Point Partners
Rhode Island
$606K +$119K +1,100 +24%
GHA
1574
GW Henssler & Associates
Georgia
$605K +$15.6K +144 +3%
GHAM
1575
Gilman Hill Asset Management
Connecticut
$603K +$302K +2,790 +100%