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iShares Core S&P Small-Cap ETF

1,943 hedge funds and large institutions have $42.7B invested in iShares Core S&P Small-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 932 increasing their positions, 664 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,943
Holders Change
-33
Holders Change %
-1.67%
% of All Funds
33.6%
Holding in Top 10
333
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+1.22%
% of All Funds
5.76%
New
111
Increased
932
Reduced
664
Closed
116
Calls
$23M
Puts
$17.8M
Net Calls
+$5.13M
Net Calls Change
-$3.22M
Name Holding Trade Value Shares
Change
Shares
Change %
KWMG
301
King Wealth Management Group
Florida
$13.7M +$153K +1,754 +1%
Barclays
302
Barclays
United Kingdom
$13.6M +$8.53M +97,831 +169%
CRC
303
Curi RMB Capital
Illinois
$13.6M -$121K -1,387 -0.9%
FHC
304
Fort Henry Capital
West Virginia
$13.6M +$102K +1,173 +0.8%
RFP
305
Roth Financial Partners
Texas
$13.4M +$1.11M +12,751 +9%
TGAM
306
TBH Global Asset Management
Tennessee
$13.3M +$295K +3,388 +2%
ST
307
Smithfield Trust
Pennsylvania
$13.2M +$661K +7,587 +5%
VFIC
308
Valley Forge Investment Consultants
Pennsylvania
$13.2M -$566K -6,493 -4%
PCFFS
309
Pacific Center for Financial Services
California
$13M -$140K -1,601 -1%
NEPPG
310
New England Professional Planning Group
Rhode Island
$13M +$232K +2,664 +2%
TF
311
TimeScale Financial
Massachusetts
$13M +$121K +1,393 +0.9%
HF
312
Halpern Financial
Virginia
$13M +$156K +1,794 +1%
SAM
313
Summit Asset Management
Tennessee
$12.9M -$144K -1,655 -1%
PCMC
314
Private Capital Management (Colorado)
Colorado
$12.9M -$1.4M -16,049 -10%
SA
315
Shilanski & Associates
Alaska
$12.9M +$12.9M +148,085 New
PFA
316
Pettinga Financial Advisors
Indiana
$12.9M +$4.55M +52,169 +54%
CGA
317
Crescent Grove Advisors
Illinois
$12.8M -$54.4K -624 -0.4%
BWM
318
BerganKDV Wealth Management
Minnesota
$12.8M -$52.6K -603 -0.4%
1SB
319
1ST Source Bank
Indiana
$12.7M +$1.9M +21,767 +18%
EA
320
Evergreen Advisors
Tennessee
$12.7M +$362K +4,151 +3%
MHS
321
M Holdings Securities
Oregon
$12.7M -$1.33M -15,227 -9%
AFS
322
Aft Forsyth & Sober
Florida
$12.5M
AI
323
Atria Investments
North Carolina
$12.4M +$4.76M +54,606 +62%
LIA
324
LBMC Investment Advisors
Tennessee
$12.4M +$685K +7,854 +6%
LP
325
LGL Partners
Pennsylvania
$12.4M -$6.12M -70,177 -33%