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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 %
BP
1751
BBR Partners
New York
$426K +$2.71K +25 +0.6%
WP
1752
WealthPLAN Partners
Nebraska
$424K +$9.31K +86 +2%
FFA
1753
Founders Financial Alliance
North Carolina
$423K -$16K -148 -4%
IIC
1754
Ironwood Investment Counsel
Arizona
$423K +$1.73K +16 +0.4%
FMTC
1755
Farmers & Merchants Trust Company
California
$422K -$17.4K -161 -4%
KA
1756
Kooman & Associates
Pennsylvania
$420K +$42.2K +390 +11%
LWM
1757
LongView Wealth Management
Georgia
$419K +$419K +3,991 New
AA
1758
Aufman Associates
Pennsylvania
$418K -$13.5K -125 -3%
AIFAIM
1759
American Institute for Advanced Investment Management
Arizona
$418K +$40.9K +378 +11%
TWC
1760
TD Waterhouse Canada
Ontario, Canada
$417K -$356K -3,211 -46%
PWMG
1761
Provence Wealth Management Group
California
$414K +$55.7K +515 +16%
LOPW
1762
Live Oak Private Wealth
North Carolina
$413K -$43.5K -402 -10%
ACA
1763
Aspire Capital Advisors
Washington
$412K -$866 -8 -0.2%
KWM
1764
KFG Wealth Management
Indiana
$411K +$16.7K +154 +4%
HGERS
1765
Householder Group Estate & Retirement Specialist
Arizona
$411K -$22.9K -212 -5%
CS
1766
Cannell & Spears
New York
$410K
PFG
1767
Pinnacle Financial Group
Illinois
$409K
AF
1768
Alerus Financial
North Dakota
$408K -$124K -1,141 -23%
FFP
1769
FourThought Financial Partners
Florida
$408K -$32.8K -303 -7%
PCMC
1770
Planning Capital Management Corporation
Pennsylvania
$407K +$407K +3,761 New
SBWIC
1771
Schaper Benz & Wise Investment Counsel
Wisconsin
$407K
APWA
1772
Atlas Private Wealth Advisors
New Jersey
$407K -$84.6K -782 -17%
IA
1773
Inspire Advisors
Idaho
$405K +$1.08K +10 +0.3%
GIA
1774
Guyasuta Investment Advisors
Pennsylvania
$405K
DCM
1775
Dudley Capital Management
Virginia
$404K +$404K +3,736 New