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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 %
ECM
2126
Elgethun Capital Management
South Dakota
$142K +$541 +5 +0.4%
RTL
2127
Red Tortoise LLC
Georgia
$141K +$137K +1,265 +3,163%
EK
2128
Evensky & Katz
Florida
$140K +$19.4K +179 +16%
BWL
2129
Bogart Wealth LLC
Virginia
$140K -$26.5K -245 -16%
MJRIC
2130
Mogy Joel R Investment Counsel
California
$139K -$94K -868 -40%
FAM
2131
Family Asset Management
South Carolina
$138K -$433 -4 -0.3%
GIP
2132
Granite Investment Partners
California
$137K
BONH
2133
Bank of New Hampshire
New Hampshire
$137K +$18.9K +175 +16%
AIA
2134
Armor Investment Advisors
North Carolina
$135K +$35K +323 +35%
NFSG
2135
Newbridge Financial Services Group
Florida
$134K -$51.1K -472 -28%
GWSG
2136
GPS Wealth Strategies Group
Colorado
$128K -$173K -1,598 -58%
POIA
2137
Pin Oak Investment Advisors
Texas
$127K
IHWM
2138
Iron Horse Wealth Management
Iowa
$126K
TSW
2139
Thompson Siegel & Walmsley
Virginia
$122K
HWA
2140
HHM Wealth Advisors
Tennessee
$120K -$18.9K -175 -14%
MFA
2141
Morling Financial Advisors
California
$120K +$2.17K +20 +2%
Kayne Anderson Rudnick Investment Management
2142
Kayne Anderson Rudnick Investment Management
California
$120K
WWM
2143
Wolff Wiese Magana
California
$117K -$499K -4,610 -81%
SHIM
2144
Stone House Investment Management
Pennsylvania
$117K +$2.06K +19 +2%
GM
2145
GeoWealth Management
Illinois
$116K -$18.9K -175 -14%
AGWCA
2146
Annis Gardner Whiting Capital Advisors
Florida
$114K
PP
2147
Pacifica Partners
Canada
$112K +$29.6K +300 +36%
MBFW
2148
Morton Brown Family Wealth
Pennsylvania
$111K +$13.3K +123 +14%
DCM
2149
Disciplina Capital Management
Tennessee
$109K
IPW
2150
Impact Partnership Wealth
Georgia
$106K -$7.44M -68,767 -99%