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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 %
STA
451
Summit Trail Advisors
New York
$8.54M -$1.71M -19,610 -17%
BFO
452
Boston Family Office
Massachusetts
$8.54M -$2.62K -30 -0%
OFG
453
Omega Financial Group
California
$8.53M +$199K +2,282 +2%
LRWA
454
Long Run Wealth Advisors
New York
$8.5M +$606K +6,954 +8%
FWM
455
FFT Wealth Management
Pennsylvania
$8.43M -$5.98M -68,527 -41%
LFS
456
Legacy Financial Strategies
Kansas
$8.43M +$472K +5,413 +6%
GCA
457
Greenwood Capital Associates
South Carolina
$8.41M +$10.6K +122 +0.1%
MCC
458
Money Concepts Capital
Florida
$8.4M +$225K +2,576 +3%
RA
459
RFG Advisory
Alabama
$8.32M -$392K -4,044 -5%
MCIA
460
Mountain Capital Investment Advisors
Colorado
$8.29M +$1.08M +11,851 +15%
MA
461
Montag & Associates
Georgia
$8.28M -$689K -7,897 -8%
HAS
462
Holland Advisory Services
Florida
$8.26M +$1.27M +14,587 +18%
SDAM
463
Shulman DeMeo Asset Management
New York
$8.21M -$48.9K -561 -0.6%
TWP
464
TFO Wealth Partners
Ohio
$8.15M -$324K -3,718 -4%
RSWM
465
Robertson Stephens Wealth Management
California
$8.12M +$17.3K +198 +0.2%
OCM
466
One Capital Management
California
$8.12M -$1.15M -13,189 -12%
CBB
467
Citizens Business Bank
California
$8.1M -$198K -2,273 -2%
LWANC
468
Laurel Wealth Advisors (North Carolina)
North Carolina
$8.06M +$954K +10,936 +13%
AA
469
Ancora Advisors
Ohio
$8.04M -$55.5K -637 -0.7%
FFG
470
Frisch Financial Group
New York
$8.02M +$8.02M +91,958 New
NPF
471
Norris Perne & French
Michigan
$8.01M -$86.7K -994 -1%
BRWA
472
B. Riley Wealth Advisors
Florida
$7.95M +$3.96M +45,393 +99%
OBGC
473
O'Brien Greene & Co
Pennsylvania
$7.93M +$5.35M +61,421 +208%
IF
474
Ironwood Financial
Arizona
$7.9M +$107K +1,224 +1%
TDWM
475
Topel & Distasi Wealth Management
California
$7.84M -$91K -911 -1%