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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 %
CCT
1701
Capital City Trust
Florida
$469K -$18.6K -172 -4%
HBWM
1702
Hollow Brook Wealth Management
New York
$465K
AWA
1703
Arbor Wealth Advisors
Michigan
$465K +$465K +4,294 New
EHC
1704
Everett Harris & Co
California
$465K +$32.5K +300 +8%
RIL
1705
Rothschild Investment LLC
Illinois
$464K -$322K -2,975 -41%
IC
1706
Innealta Capital
Texas
$464K +$10.5K +97 +2%
OWM
1707
Orgel Wealth Management
Wisconsin
$464K +$17.8K +164 +4%
SWC
1708
Spectrum Wealth Counsel
Indiana
$463K +$463K +4,278 New
WH
1709
Willner & Heller
California
$462K +$462K +4,271 New
KFS
1710
Kelly Financial Services
Massachusetts
$461K +$368K +3,403 +397%
CWM
1711
Castle Wealth Management
Florida
$461K -$2.52M -23,308 -85%
HWA
1712
Heartwood Wealth Advisors
Virginia
$461K +$33.6K +310 +8%
BWA
1713
Bordeaux Wealth Advisors
California
$461K
SRC
1714
Sage Rhino Capital
California
$460K
PA
1715
Procyon Advisors
Connecticut
$459K -$155K -1,431 -25%
SWM
1716
SeaCrest Wealth Management
New York
$459K -$244K -2,341 -35%
RF
1717
Rollins Financial
Georgia
$459K -$210K -1,943 -31%
RFA
1718
Rollins Financial Advisors
New York
$459K +$459K +4,239 New
PHIC
1719
Pine Haven Investment Counsel
Massachusetts
$458K
MWM
1720
Mosley Wealth Management
California
$457K +$457K +4,226 New
OPWM
1721
Oxinas Partners Wealth Management
Indiana
$457K -$13.2K -122 -3%
LF
1722
Lantz Financial
Illinois
$455K +$455K +4,204 New
PA
1723
Paragon Advisors
Texas
$455K -$48.7K -450 -10%
NCFG
1724
New Century Financial Group
New Jersey
$455K +$455K +4,201 New
AUB
1725
Atlantic Union Bankshares
Virginia
$454K