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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 %
FWI
1801
Facet Wealth Inc
Maryland
$383K -$3.94K -38 -1%
SC
1802
Sinecera Capital
Texas
$383K
HFS
1803
Heritage Financial Services
Massachusetts
$382K +$134K +1,239 +54%
SAS
1804
Stelac Advisory Services
New York
$382K +$4.87K +45 +1%
DF
1805
Dunhill Financial
United Kingdom
$381K -$39.1K -361 -9%
FA
1806
Fermata Advisors
California
$381K -$20.5K -189 -5%
FPCG
1807
Fort Pitt Capital Group
Pennsylvania
$381K +$97.3K +899 +34%
RIA
1808
RPG Investment Advisory
California
$381K +$381K +3,518 New
GAMC
1809
Garner Asset Management Corp
Texas
$380K -$63.9K -616 -14%
PWM
1810
Palumbo Wealth Management
New York
$380K -$133K -1,225 -26%
BIP
1811
Blueprint Investment Partners
North Carolina
$378K +$128K +1,180 +51%
FC
1812
Financial Council
Maryland
$377K
HFM
1813
Hartford Financial Management
Connecticut
$377K
CCA
1814
Checchi Capital Advisers
California
$376K
FLA
1815
Financial Life Advisors
Texas
$375K -$80.2K -741 -18%
WAG
1816
Wiser Advisor Group
Arizona
$372K +$372K +3,437 New
CAM
1817
Clark Asset Management
New Hampshire
$372K -$157K -1,451 -30%
BCMLT
1818
Beacon Capital Management LLC (Tennessee)
Tennessee
$371K -$63.4K -672 -15%
FAT
1819
First American Trust
California
$371K +$371K +3,424 New
FP
1820
Financial Perspectives
Minnesota
$370K +$28.4K +262 +8%
SWMP
1821
Signature Wealth Management Partners
New Jersey
$370K +$111K +1,023 +43%
CA
1822
CGN Advisors
Kansas
$369K -$35.3K -326 -9%
ULWM
1823
Upper Left Wealth Management
Florida
$368K -$94.5K -873 -20%
PCM
1824
Poehling Capital Management
Wisconsin
$367K
EWM
1825
Elevatus Welath Management
New York
$367K +$367K +3,392 New