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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 %
PSA
1826
Plum Street Advisors
Louisiana
$367K +$367K +3,386 New
RC
1827
Roundview Capital
New Jersey
$362K +$37.2K +344 +11%
PWMG
1828
Private Wealth Management Group
New Jersey
$362K +$362K +3,343 New
PWM
1829
Penobscot Wealth Management
Maine
$361K +$92.8K +856 +35%
HIS
1830
Horizon Investment Services
Indiana
$359K -$1.45M -13,420 -80%
ORC
1831
O'Rourke & Company
Massachusetts
$359K
SEP
1832
Southland Equity Partners
Missouri
$359K -$3.36K -31 -0.9%
CW
1833
CreativeOne Wealth
Kansas
$358K +$52.6K +486 +17%
SWM
1834
Segment Wealth Management
Texas
$358K -$10.8K -100 -3%
JHCP
1835
Jackson Hole Capital Partners
Oklahoma
$356K +$21.8K +201 +7%
NFA
1836
Northwest Financial Advisors
Virginia
$355K +$355K +3,278 New
BFG
1837
Berger Financial Group
Minnesota
$354K -$120K -1,110 -25%
PCP
1838
Proficio Capital Partners
Massachusetts
$354K -$383K -3,534 -52%
FAM
1839
Formidable Asset Management
Ohio
$354K -$4.33K -40 -1%
SCM
1840
Sage Capital Management
New Jersey
$353K +$353K +3,264 New
FRA
1841
Frank Rimerman Advisors
California
$353K +$92.1K +851 +35%
PAWA
1842
Palo Alto Wealth Advisors
California
$350K
NFG
1843
Nadler Financial Group
Illinois
$350K +$10.6K +98 +3%
FEG
1844
Fund Evaluation Group
Ohio
$350K -$48.5K -448 -12%
TLFA
1845
True Link Financial Advisors
California
$349K -$270K -2,498 -44%
PWM
1846
Paulson Wealth Management
Illinois
$348K +$3.03K +28 +0.9%
DCM
1847
Donaldson Capital Management
Indiana
$347K -$80.8K -746 -19%
ACM
1848
AlphaStar Capital Management
North Carolina
$347K -$13.1K -121 -4%
WMA
1849
West Michigan Advisors
Michigan
$346K -$20.5K -189 -6%
MAG
1850
M3 Advisory Group
Massachusetts
$346K +$346K +3,193 New