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iShares Core S&P Small-Cap ETF

2,127 hedge funds and large institutions have $50.3B invested in iShares Core S&P Small-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 283 funds opening new positions, 868 increasing their positions, 789 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,127
Holders Change
+184
Holders Change %
+9.47%
% of All Funds
34.32%
Holding in Top 10
350
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+5.11%
% of All Funds
5.65%
New
283
Increased
868
Reduced
789
Closed
58
Calls
$24.7M
Puts
$7.81M
Net Calls
+$16.9M
Net Calls Change
+$11.7M
Name Holding Trade Value Shares
Change
Shares
Change %
EA
326
Evergreen Advisors
Tennessee
$13.8M +$92.7K +980 +0.7%
HF
327
Halpern Financial
Virginia
$13.8M -$262K -2,766 -2%
CA
328
Capital Advantage
California
$13.7M -$2.39M -25,210 -15%
CRC
329
Curi RMB Capital
Illinois
$13.7M -$1.03M -10,919 -7%
PCMC
330
Private Capital Management (Colorado)
Colorado
$13.7M -$341K -3,607 -2%
MHS
331
M Holdings Securities
Oregon
$13.7M -$87.3K -922 -0.6%
IWMWV
332
Ironwood Wealth Management (West Virginia)
West Virginia
$13.6M +$42K +417 +0.3%
TFA
333
Transamerica Financial Advisors
Florida
$13.6M +$1.88M +19,869 +16%
AFS
334
Aft Forsyth & Sober
Florida
$13.6M
SF
335
Synovus Financial
Georgia
$13.5M +$5.98M +63,204 +79%
VFIC
336
Valley Forge Investment Consultants
Pennsylvania
$13.5M -$819K -8,649 -6%
TPSF
337
Texas Permanent School Fund
Texas
$13.5M +$3.09M +32,651 +30%
PWLP
338
Prio Wealth Limited Partnership
Massachusetts
$13.5M +$126K +1,334 +0.9%
BIA
339
Bell Investment Advisors
California
$13.4M +$2.26M +23,900 +20%
BOTW
340
Bank of the West
California
$13.3M +$3.71M +39,160 +38%
IA
341
IFG Advisors
Missouri
$13.2M +$1.16M +12,261 +10%
YIA
342
YHB Investment Advisors
Connecticut
$13.2M +$155K +1,638 +1%
CGA
343
Crescent Grove Advisors
Illinois
$13.2M -$676K -7,140 -5%
RCAG
344
Rehmann Capital Advisory Group
Michigan
$13.2M +$783K +8,269 +6%
HWA
345
Hilltop Wealth Advisors
North Carolina
$13.1M -$217K -2,297 -2%
WWM
346
Windsor Wealth Management
Indiana
$13.1M -$123K -1,272 -0.9%
EW
347
Enzi Wealth
Texas
$13M +$1.26M +12,530 +11%
P
348
&Partners
Tennessee
$13M -$2.37K -25 -0%
TF
349
TimeScale Financial
Massachusetts
$13M +$87 +1 +0%
NL
350
NWAM LLC
Washington
$13M +$262K +2,766 +2%