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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 %
AWG
1776
Altus Wealth Group
Colorado
$402K -$28.1K -260 -7%
TA
1777
TruWealth Advisors
Louisiana
$401K -$18.9K -175 -5%
CWP
1778
Concord Wealth Partners
Virginia
$401K -$3.57K -33 -0.9%
CWP
1779
Curated Wealth Partners
California
$399K
PWS
1780
Peterson Wealth Services
Utah
$399K +$399K +3,686 New
TSWM
1781
Tyler-Stone Wealth Management
Ohio
$398K +$8.23K +76 +2%
SCTC
1782
Sanibel Captiva Trust Company
Florida
$397K +$397K +3,670 New
ST
1783
Sentinel Trust
Texas
$397K
FM
1784
Foster & Motley
Ohio
$397K +$217 +2 +0.1%
GWS
1785
Glassman Wealth Services
Virginia
$396K +$23.9K +221 +6%
KTA
1786
Keeley-Teton Advisors
Illinois
$395K +$92.6K +855 +31%
AAP
1787
Arax Advisory Partners
Colorado
$394K -$12.2K -113 -3%
BWP
1788
BSW Wealth Partners
Colorado
$393K -$134K -1,240 -25%
IWP
1789
IAG Wealth Partners
Wisconsin
$391K
SL
1790
Sentry LLC
Tennessee
$390K
VAFP
1791
Vahanian & Associates Financial Planning
New York
$389K -$47K -434 -11%
LWM
1792
Liberty Wealth Management
California
$389K -$255K -2,356 -40%
IFS
1793
Ifrah Financial Services
Arkansas
$388K +$8.01K +74 +2%
IWN
1794
Independent Wealth Network
Iowa
$388K +$5.09K +47 +1%
TT
1795
TI-Trust
Illinois
$387K -$1.73K -16 -0.4%
RFWA
1796
RPg Family Wealth Advisory
Massachusetts
$386K -$14.5K -134 -4%
KWS
1797
Keystone Wealth Services
California
$385K -$21K -194 -5%
AWM
1798
Activest Wealth Management
Florida
$385K +$1.84K +17 +0.5%
RLWM
1799
RF&L Wealth Management
Massachusetts
$385K -$21.7K -200 -5%
SMG
1800
Smart Money Group
Texas
$384K -$33.8K -312 -8%