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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 %
WTB
1626
Washington Trust Bank
Washington
$547K -$277K -2,556 -34%
DA
1627
Doliver Advisors
Texas
$546K -$10.8K -100 -2%
SGCA
1628
Steel Grove Capital Advisors
Tennessee
$546K +$28.1K +260 +5%
3IP
1629
3Chopt Investment Partners
Virginia
$543K +$543K +5,012 New
CCWM
1630
Cassaday & Co Wealth Management
Virginia
$542K +$5.3K +49 +1%
G
1631
GenTrust
Florida
$542K
WQ
1632
Wealth Quarterback
New Jersey
$541K -$42.4K -392 -7%
CC
1633
Cannell & Co
New York
$538K -$29.2K -270 -5%
SAF
1634
Smith Anglin Financial
Texas
$538K -$8.41M -77,648 -94%
LSA
1635
Lion Street Advisors
Texas
$538K +$123K +1,133 +30%
AP
1636
Appleton Partners
Massachusetts
$535K +$27.7K +256 +5%
S
1637
Sunpointe
Missouri
$533K +$533K +4,922 New
NPP
1638
New Potomac Partners
Maryland
$532K -$11.7K -108 -2%
BWP
1639
Baldwin Wealth Partners
Massachusetts
$530K +$3.25K +30 +0.6%
HVIA
1640
Hudson Valley Investment Advisors
New York
$527K -$108K -1,015 -17%
FI
1641
Financial Insights
Washington
$526K -$15.2K -140 -3%
WFA
1642
WMG Financial Advisors
Tennessee
$522K
BW
1643
Bison Wealth
Georgia
$521K +$80.6K +745 +18%
GI
1644
GS Investments
Minnesota
$520K +$11.7K +108 +2%
KIA
1645
KCM Investment Advisors
California
$519K
RZH
1646
Relyea Zuckerberg Hanson
Connecticut
$517K -$58.9K -544 -10%
SVWG
1647
Shared Vision Wealth Group
United States
$517K +$517K +4,777 New
OAM
1648
Occidental Asset Management
California
$516K -$415K -3,834 -45%
KSWA
1649
Kathleen S. Wright Associates
Pennsylvania
$515K -$6.17K -57 -1%
WWP
1650
WR Wealth Planners
Missouri
$515K -$141K -1,299 -21%