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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 %
WCWM
1601
Willow Creek Wealth Management
California
$581K
KA
1602
Kovack Advisors
Florida
$581K -$28.7K -265 -5%
ZB
1603
Zions Bancorporation
Utah
$581K
BOPW
1604
Brandywine Oak Private Wealth
Pennsylvania
$578K -$21K -194 -4%
BB
1605
Berkshire Bank
Massachusetts
$575K
APW
1606
Acima Private Wealth
Virginia
$574K
SW
1607
SteelPeak Wealth
California
$574K +$1.84K +17 +0.3%
SFP
1608
Strategic Financial Planning
Texas
$574K -$11.9K -110 -2%
MA
1609
MONECO Advisors
Connecticut
$568K +$163K +1,510 +40%
AIM
1610
Alhambra Investment Management
Florida
$563K +$12.7K +117 +2%
EBA
1611
Eagle Bay Advisors
New York
$559K -$178K -1,644 -24%
LA
1612
Latitude Advisors
Florida
$559K +$11.9K +110 +2%
VCP
1613
Vista Capital Partners
Oregon
$558K -$33.3K -308 -6%
LF
1614
LifeSteps Financial
California
$557K -$76.2K -704 -12%
PFS
1615
Prospect Financial Services
New York
$556K +$556K +5,140 New
ACA
1616
Aptus Capital Advisors
Alabama
$556K -$51.2K -473 -8%
LWM
1617
Lakeridge Wealth Management
Ohio
$555K +$555K +5,123 New
SAM
1618
Strategy Asset Managers
California
$554K -$19.8K -183 -3%
LWMG
1619
Levy Wealth Management Group
Pennsylvania
$550K -$4.11K -38 -0.7%
MW
1620
Maia Wealth
Colorado
$550K +$550K +5,079 New
CMP
1621
Courage Miller Partners
Virginia
$549K -$88.8K -820 -14%
CFGSD
1622
Compass Financial Group (South Dakota)
South Dakota
$548K -$363K -3,352 -40%
D
1623
Dentgroup
Louisiana
$548K +$9.42K +87 +2%
ST
1624
Somerset Trust
Pennsylvania
$548K
SWM
1625
Sendero Wealth Management
Texas
$547K