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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 %
FWA
2301
FSC Wealth Advisors
New York
$974
AWM
2302
Able Wealth Management
New Jersey
$789 +$789 +7 New
Squarepoint
2303
Squarepoint
New York
-$90.3M -957,666 Closed
Citadel Advisors
2304
Citadel Advisors
Florida
-$48.1M -509,577 Closed
KIM
2305
Karpus Investment Management
New York
-$9.26M -98,153 Closed
Public Sector Pension Investment Board (PSP Investments)
2306
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
-$8.15M -86,402 Closed
CW
2307
Cook Wealth
North Carolina
-$7.1M -80,185 Closed
EC
2308
EdgeRock Capital
Colorado
-$6.7M -70,680 Closed
AP
2309
Arlington Partners
Alabama
-$6.36M -67,388 Closed
AT
2310
Arlington Trust
Alabama
-$6.36M -67,388 Closed
CIG
2311
Cairn Investment Group
Washington
-$6.08M -64,439 Closed
GMA
2312
Glassy Mountain Advisors
Maryland
-$5.98M -64,301 Closed
NCMW
2313
Northern Capital Management (Washington)
Washington
-$5.46M -57,917 Closed
CF
2314
Cantor Fitzgerald
New York
-$5.35M -56,768 Closed
SP
2315
SWS Partners
Ohio
-$4.5M -47,726 Closed
PCMU
2316
Paragon Capital Management (Utah)
Utah
-$4.45M -47,204 Closed
SOADOR
2317
State of Alaska Department of Revenue
Alaska
-$4.17M -44,232 Closed
MCM
2318
Monument Capital Management
Virginia
-$4.04M -42,836 Closed
ASFA
2319
All Season Financial Advisors
Colorado
-$3.84M -40,735 Closed
TWM
2320
TMD Wealth Management
Arizona
-$3.83M -40,607 Closed
MSRPS
2321
Maryland State Retirement & Pension System
Maryland
-$3.8M -40,235 Closed
AWAP
2322
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
-$3.6M -38,202 Closed
T
2323
TCWP
Ohio
-$3.31M -35,106 Closed
CIAS
2324
CFS Investment Advisory Services
New Jersey
-$3.18M -33,723 Closed
RC
2325
Rovin Capital
Arizona
-$2.81M -29,814 Closed