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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 %
FWM
2151
Focused Wealth Management
New York
$97.9K -$8.62M -79,600 -99%
HCP
2152
Hexagon Capital Partners
Arkansas
$97.9K +$21.8K +202 +29%
MFG
2153
Mendota Financial Group
Wisconsin
$96.9K +$69.4K +641 +252%
KWAG
2154
Kiely Wealth Advisory Group
North Carolina
$96.3K +$96.3K +905 New
MIM
2155
MTM Investment Management
South Carolina
$96.2K
RFG
2156
REAP Financial Group
Texas
$92.4K +$92.4K +853 New
CCMI
2157
Creative Capital Management Investments
California
$92K
GWSA
2158
Global Wealth Strategies & Associates
Colorado
$91.3K
JFG
2159
JDM Financial Group
Texas
$88.3K +$216 +2 +0.2%
CYG
2160
Clean Yield Group
Vermont
$86.6K
DPW
2161
DiNuzzo Private Wealth
Pennsylvania
$84.4K +$84.4K +780 New
BMC
2162
Bear Mountain Capital
Washington
$83.6K +$83.6K +809 New
RCM
2163
Raleigh Capital Management
North Carolina
$81.1K +$11K +102 +16%
PWA
2164
Provenance Wealth Advisors
Florida
$80.5K +$36.6K +338 +83%
BCV
2165
Banque Cantonale Vaudoise
Switzerland
$80K
HBW
2166
Hazlett, Burt & Watson
West Virginia
$77K +$36.5K +335 +90%
QC
2167
Quent Capital
New York
$75K
OSNBOA
2168
Old Second National Bank of Aurora
Illinois
$74.9K -$4.55K -42 -6%
AIM
2169
Anchor Investment Management
South Carolina
$73.7K -$5.95K -55 -7%
RCM
2170
Richardson Capital Management
Wisconsin
$72.8K +$72.8K +673 New
HH
2171
HWG Holdings
Texas
$69.9K -$125K -1,157 -64%
HWP
2172
Highline Wealth Partners
California
$69.7K +$8.77K +81 +14%
PS
2173
Planned Solutions
California
$69.6K +$69.6K +643 New
SC
2174
Stephens Consulting
Michigan
$69.4K +$2.49K +23 +4%
PSB
2175
Piscataqua Savings Bank
New Hampshire
$68.7K