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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 %
BWM
551
Boyd Wealth Management
California
$6.25M +$3.01M +34,553 +93%
RHBC
552
R.H. Bluestein & Co
Michigan
$6.25M +$2.34M +26,824 +60%
WC
553
Wexford Capital
Florida
$6.22M +$6.22M +71,376 New
LWA
554
LWS Wealth Advisors
New Jersey
$6.19M +$185K +2,123 +3%
IWA
555
Icon Wealth Advisors
Texas
$6.17M +$6.17M +70,708 New
MPCG
556
Matrix Private Capital Group
New York
$6.02M -$356K -4,081 -6%
SFG
557
Summit Financial Group
West Virginia
$6M +$83.8K +961 +1%
GVAG
558
Great Valley Advisor Group
Delaware
$5.96M +$303K +3,476 +5%
PGFC
559
Peapack-Gladstone Financial Corp
New Jersey
$5.95M +$275K +3,160 +5%
BSW
560
Buckingham Strategic Wealth
Missouri
$5.91M +$309K +3,546 +6%
PRA
561
Pine Ridge Advisers
New York
$5.91M +$528K +6,055 +10%
MBT
562
Montecito Bank & Trust
California
$5.9M +$523K +6,003 +10%
MIAN
563
Mariner Independent Advisor Network
Kansas
$5.9M +$560K +6,421 +10%
CIG
564
Cairn Investment Group
Washington
$5.86M -$44.9K -515 -0.8%
PCA
565
Personal Capital Advisors
California
$5.84M -$620K -7,115 -10%
NAM
566
NorthCrest Asset Manangement
Minnesota
$5.82M +$174K +2,000 +3%
JAG
567
Journey Advisory Group
Kentucky
$5.81M +$468K +5,367 +9%
HIG
568
Heritage Investment Group
Florida
$5.77M +$572K +6,565 +11%
QFA
569
Quattro Financial Advisors
Texas
$5.75M +$3.55M +40,737 +162%
MAM
570
Meeder Asset Management
Ohio
$5.75M -$758K -8,688 -12%
CWM
571
Cahill Wealth Management
Michigan
$5.74M -$288K -3,301 -5%
BNP Paribas Financial Markets
572
BNP Paribas Financial Markets
France
$5.71M -$2.96K -34 -0.1%
BWFA
573
Baltimore-Washington Financial Advisors
Maryland
$5.7M +$151K +1,566 +3%
OPPS
574
Obsidian Personal Planning Solutions
Maryland
$5.65M +$236K +2,712 +4%
CNB
575
Camden National Bank
Maine
$5.64M +$81.8K +938 +1%