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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 %
APC
2251
Aspire Private Capital
North Carolina
$17.5K -$33.8K -312 -66%
FPF
2252
First Pacific Financial
Washington
$17.1K +$17.1K +158 New
FUBT
2253
First United Bank & Trust
Maryland
$16.8K +$16.8K +155 New
HC
2254
Hoese & Co
Minnesota
$16.4K
AWM
2255
Atticus Wealth Management
Florida
$15.8K -$541 -5 -3%
AIMA
2256
Ables Iannone Moore & Associates
Georgia
$15.5K +$15.5K +143 New
GPFA
2257
Game Plan Financial Advisors
Ohio
$15K +$15K +139 New
VWWMG
2258
Vermillion & White Wealth Management Group
Pennsylvania
$14.9K +$14.9K +138 New
FRA
2259
Front Row Advisors
California
$14.6K -$138K -1,275 -90%
LWA
2260
Lowe Wealth Advisors
Maryland
$14.2K -$1.62K -15 -10%
LFA
2261
Legend Financial Advisors
Pennsylvania
$14.1K
SRCM
2262
Signature Resources Capital Management
California
$14.1K +$14.1K +130 New
C
2263
Covestor
United Kingdom
$14K +$12K +110 +611%
CWM
2264
CarsonAllaria Wealth Management
Illinois
$12.4K +$109 +1 +0.9%
KA
2265
Kozak & Associates
Colorado
$12.3K +$12.3K +119 New
YAL
2266
Your Advocates Ltd
Texas
$12K
TCM
2267
Tanaka Capital Management
New York
$12K
MSFP
2268
Mark Sheptoff Financial Planning
Connecticut
$11.8K
SFC
2269
SYM Financial Corp
Indiana
$11.5K -$10.7K -99 -48%
OLVIG
2270
Oliver Lagore Vanvalin Investment Group
Michigan
$11.4K -$434 -4 -4%
GCM
2271
Gables Capital Management
Florida
$10.8K
IIL
2272
Insight Inv LLC
California
$9.96K
PP
2273
PFS Partners
New Jersey
$9.42K -$14.7K -136 -61%
PCWA
2274
Pacific Capital Wealth Advisors
California
$9.31K +$9.31K +86 New
TAM
2275
Tucker Asset Management
Colorado
$9.2K +$108 +1 +1%