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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 %
CAM
2226
Clarity Asset Management
Iowa
$30.5K +$30.5K +282 New
RAM
2227
Riggs Asset Management
Pennsylvania
$30.4K -$32.8K -303 -52%
AIM
2228
Arcadia Investment Management
Michigan
$30.3K -$14.1K -130 -32%
VL
2229
Vima LLC
Michigan
$30.1K +$30.1K +278 New
BL
2230
Balentine LLC
Georgia
$28.6K +$7.04K +65 +33%
GWM
2231
Grand Wealth Management
Michigan
$28.4K -$109 -1 -0.4%
FA
2232
Financial Avengers
California
$28.1K +$28.1K +260 New
BGAI
2233
Bruce G. Allen Investments
Colorado
$28K +$28K +259 New
FMB
2234
Field & Main Bank
Kentucky
$27.6K
LFA
2235
Level Financial Advisors
New York
$27.5K
PFSC
2236
Peoples Financial Services Corp
Pennsylvania
$27.1K
EPW
2237
Evergreen Private Wealth
Colorado
$25.9K +$25.9K +239 New
APW
2238
Atlantic Private Wealth
North Carolina
$25.8K -$2.59K -24 -9%
FCMT
2239
Founders Capital Management (Texas)
Texas
$25.4K
RG
2240
Retirement Group
California
$25K +$108 +1 +0.4%
DF
2241
DecisionPoint Financial
Arizona
$24.4K +$18.2K +168 +295%
BAM
2242
Byrne Asset Management
New Jersey
$21.1K +$21.1K +192 New
HFS
2243
Hantz Financial Services
Michigan
$21K -$4.74K -44 -18%
AWM
2244
Aspire Wealth Management
Massachusetts
$19.8K
CP
2245
Castleview Partners
Texas
$19.5K
IRC
2246
Investors Research Corp
Georgia
$19.1K
MM
2247
Main Management
California
$19K
CMBA
2248
C.M. Bidwell & Associates
Hawaii
$18.7K
KFO
2249
Kopp Family Office
Minnesota
$18K
FWM
2250
FSA Wealth Management
Massachusetts
$18K +$18K +169 New