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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 %
ACM
1726
Argent Capital Management
Missouri
$453K
LCM
1727
Leisure Capital Management
California
$452K
PCA
1728
Peddock Capital Advisors
Massachusetts
$452K
TRIA
1729
Trail Ridge Investment Advisors
Colorado
$450K -$34.7K -321 -7%
AA
1730
Advisory Alpha
Michigan
$450K +$14.5K +134 +3%
NCM
1731
NCM Capital Management
New Jersey
$448K -$10.8K -100 -2%
HIF
1732
Hill Island Financial
Michigan
$446K +$446K +4,116 New
GWM
1733
Gray Wealth Management
Maine
$445K +$86.9K +803 +24%
FNA
1734
First National Advisers
Nebraska
$445K +$445K +4,109 New
LA
1735
LexAurum Advisors
Kansas
$444K -$3.14K -29 -0.7%
B
1736
Bensler
Washington
$442K -$2.82K -26 -0.6%
SAI
1737
Savvy Advisors Inc
New York
$441K +$441K +4,071 New
NP
1738
Nilsine Partners
Colorado
$439K +$439K +4,060 New
DSC
1739
Duncker Streett & Co
Missouri
$438K
AFO
1740
Allie Family Office
Florida
$438K
OPAM
1741
Ocean Park Asset Management
California
$435K +$435K +4,021 New
OWA
1742
Octavia Wealth Advisors
Ohio
$435K -$23.2K -214 -5%
WB
1743
West Bancorporation
Iowa
$435K -$36.3K -335 -8%
AWA
1744
Acorn Wealth Advisors
Michigan
$434K +$153K +1,415 +54%
SEEDPG
1745
S.E.E.D. Planning Group
New York
$433K -$111K -1,023 -20%
LG
1746
LAM Group
Oregon
$433K
PG
1747
Patten Group
Tennessee
$430K -$46.7K -431 -10%
TW
1748
Transform Wealth
Colorado
$428K -$51.2K -473 -11%
CWP
1749
Cyndeo Wealth Partners
Florida
$427K +$9.96K +92 +2%
AWA
1750
Archvest Wealth Advisors
California
$427K +$649 +6 +0.2%