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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 %
MWA
2001
Meridian Wealth Advisors
Texas
$246K +$217 +2 +0.1%
LWP
2002
LMG Wealth Partners
Louisiana
$246K +$5.09K +47 +2%
BBPWM
2003
Blue Bell Private Wealth Management
Pennsylvania
$246K +$35.9K +332 +17%
SC
2004
Scotia Capital
Ontario, Canada
$245K +$7.69K +71 +3%
CBTWT
2005
Community Bank & Trust (Waco, Texas)
Texas
$243K -$29.3K -270 -11%
PCMF
2006
Private Capital Management (Florida)
Florida
$243K +$243K +2,244 New
BDFN
2007
Bond & Devick Financial Network
Minnesota
$242K -$97.1K -897 -29%
AFP
2008
Ausdal Financial Partners
Iowa
$242K -$24.9K -230 -9%
GF
2009
Gries Financial
Ohio
$242K +$242K +2,239 New
BWM
2010
BNC Wealth Management
Oregon
$242K +$11.2K +103 +5%
NCM
2011
Northwest Capital Management
Oregon
$242K +$8.34K +77 +4%
CT
2012
Clearstead Trust
Maine
$241K +$15.5K +143 +7%
PIFP
2013
Partners in Financial Planning
Virginia
$241K +$325 +3 +0.1%
CAMG
2014
CWA Asset Management Group
Florida
$241K +$241K +2,222 New
APP
2015
Avantax Planning Partners
Iowa
$240K +$240K +2,217 New
ZIG
2016
Zullo Investment Group
Pennsylvania
$240K -$33K -305 -12%
WW
2017
Westshore Wealth
California
$240K
BWA
2018
Blodgett Wealth Advisors
California
$238K
BMC
2019
Beaton Management Company
Massachusetts
$237K
CW
2020
Channel Wealth
California
$237K +$1.3K +12 +0.6%
GAG
2021
GM Advisory Group
New York
$237K +$1.41K +13 +0.6%
CA
2022
Carson Advisory
Georgia
$237K -$10.4K -96 -4%
CCIA
2023
Cherry Creek Investment Advisors
Colorado
$235K +$235K +2,172 New
BWM
2024
BCS Wealth Management
Tennessee
$235K +$108 +1 +0%
SAG
2025
Spotlight Asset Group
Illinois
$235K