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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 %
XF
376
XML Financial
Maryland
$10.7M +$186K +2,135 +2%
FNBOH
377
First National Bank of Hutchinson
Kansas
$10.7M -$1.22M -14,026 -10%
HPWM
378
Highland Private Wealth Management
Washington
$10.7M +$781K +8,957 +8%
BFWA
379
Benchmark Financial Wealth Advisors
Florida
$10.6M -$141K -1,621 -1%
WWA
380
WC Walker & Associates
California
$10.6M -$219K -2,286 -2%
CWA
381
Core Wealth Advisors
Florida
$10.6M +$594K +6,808 +6%
Principal Financial Group
382
Principal Financial Group
Iowa
$10.6M -$73.1K -838 -0.7%
SWA
383
Sax Wealth Advisors
New Jersey
$10.6M +$891K +10,221 +9%
GPA
384
Guidance Point Advisors
Massachusetts
$10.5M +$215K +2,468 +2%
KPWG
385
KFA Private Wealth Group
Virginia
$10.5M +$341K +3,910 +3%
KLI
386
Kelman-Lazarov Inc
Tennessee
$10.5M +$135K +1,553 +1%
ECM
387
Exchange Capital Management
Michigan
$10.5M -$46.6K -535 -0.4%
TPCW
388
TD Private Client Wealth
New York
$10.5M +$177K +2,033 +2%
GIA
389
Gladstone Institutional Advisory
Florida
$10.4M +$629K +7,214 +6%
GC
390
Grimes & Company
Massachusetts
$10.4M +$113K +1,295 +1%
VBFG
391
Vishria Bird Financial Group
Tennessee
$10.3M +$29.4K +337 +0.3%
BIA
392
Bell Investment Advisors
California
$10.3M +$531K +6,088 +5%
LBC
393
Lowe Brockenbrough & Co
Virginia
$10.3M +$312K +3,582 +3%
NYLIM
394
New York Life Investment Management
New York
$10.3M +$573K +6,574 +6%
JWBC
395
John W. Brooker & Co
California
$10.2M -$51.6K -592 -0.5%
TWM
396
Tradition Wealth Management
Minnesota
$10.2M +$3.12M +35,767 +44%
BFM
397
Boston Financial Management
Massachusetts
$10.1M +$3.38M +38,779 +50%
BHIA
398
Birch Hill Investment Advisors
Massachusetts
$10.1M -$995K -11,417 -9%
NCM
399
Neumann Capital Management
California
$10.1M +$37.3K +428 +0.4%
NL
400
Navalign LLC
California
$10M +$655K +7,517 +7%