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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 %
CH
2201
Canton Hathaway
Rhode Island
$50K -$7.52K -69 -13%
BCA
2202
Bray Capital Advisors
Florida
$49.3K
FBC
2203
Fairfield, Bush & Co
Connecticut
$48.9K +$48.9K +452 New
Schroder Investment Management Group
2204
Schroder Investment Management Group
United Kingdom
$48.7K
SGC
2205
Slocum, Gordon & Co
Rhode Island
$48.7K +$48.7K +450 New
EA
2206
Evolution Advisers
Virginia
$48K +$45.1K +417 +1,544%
SWM
2207
Sanctuary Wealth Management
Idaho
$46.2K +$46.2K +427 New
PP
2208
Pingora Partners
Wyoming
$44.3K +$44.3K +409 New
BCM
2209
Bourgeon Capital Management
Connecticut
$40.5K
CIA
2210
Cape Investment Advisory
Georgia
$40K -$78.5K -726 -66%
RDIA
2211
RE Dickinson Investment Advisors
Iowa
$40K
RFS
2212
Richardson Financial Services
Massachusetts
$39.4K +$39.4K +364 New
EWA
2213
Elevate Wealth Advisory
Georgia
$39.1K +$39.1K +361 New
PCTC
2214
Perkins Coie Trust Company
Washington
$36.6K
HCM
2215
Highlander Capital Management
New Jersey
$36.5K +$36.5K +337 New
FSWA
2216
Financial Synergies Wealth Advisors
Texas
$35.9K -$284 -3 -0.8%
SVCP
2217
Silicon Valley Capital Partners
California
$34.5K -$28.7K -265 -45%
PK
2218
Pflug Koory
Nebraska
$34.1K
JWM
2219
Janiczek Wealth Management
Colorado
$34.1K +$7.15K +66 +27%
DMKJ
2220
David M. Knott Jr
$34K
ATC
2221
Advantage Trust Company
Kansas
$33.2K +$33.2K +307 New
BFA
2222
BBJS Financial Advisors
Washington
$32.3K +$108 +1 +0.3%
PGAM
2223
Princeton Global Asset Management
New Jersey
$31.9K
BCPWM
2224
Bradley & Co Private Wealth Management
Florida
$31.4K
LCOV
2225
London Company of Virginia
Virginia
$31.3K +$17.5K +162 +128%