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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 %
TPWA
1676
Twin Peaks Wealth Advisors
California
$492K +$492K +4,544 New
BC
1677
Bowman & Company
Wisconsin
$491K +$8.66K +80 +2%
SAM
1678
Secure Asset Management
Michigan
$491K -$483K -4,463 -50%
TC
1679
Truvestments Capital
Florida
$487K -$11.5K -106 -2%
BI
1680
Ballast Inc
Kentucky
$487K -$4.44K -41 -0.9%
FFO
1681
Fiduciary Family Office
Florida
$486K +$486K +4,486 New
HFA
1682
High Falls Advisors
New York
$485K -$6.39K -59 -1%
CIAS
1683
CBIZ Investment Advisory Services
Ohio
$485K +$86.8K +802 +22%
JWS
1684
Juncture Wealth Strategies
Arizona
$485K +$122K +1,125 +34%
MSG
1685
Main Street Group
Virginia
$483K +$483K +4,465 New
PIA
1686
Panoramic Investment Advisors
Colorado
$483K -$71.9K -664 -13%
BA
1687
Ballast Advisors
Minnesota
$479K -$306K -2,826 -39%
CWP
1688
CFM Wealth Partners
Texas
$479K
MPW
1689
MGO Private Wealth
California
$479K -$8.77K -81 -2%
HWM
1690
Howard Wealth Management
Connecticut
$475K +$13K +120 +3%
SAM
1691
Seelaus Asset Management
New Jersey
$475K +$5.3K +49 +1%
SFO
1692
Stokes Family Office
Louisiana
$475K -$326K -3,007 -41%
TVM
1693
True Vision MN
Minnesota
$473K +$473K +4,370 New
HAIM
1694
Hunter Associates Investment Management
Pennsylvania
$472K -$12.4K -115 -3%
BFG
1695
Bouchey Financial Group
New York
$470K
AP
1696
Adero Partners
California
$469K +$74.3K +686 +19%
BEAM
1697
Baker Ellis Asset Management
Washington
$469K
AC
1698
AWM Capital
Arizona
$469K +$31.1K +287 +7%
WCM
1699
Weaver Capital Management
Georgia
$469K +$469K +4,332 New
BTWM
1700
Baker Tilly Wealth Management
Wisconsin
$469K -$49.9K -461 -10%