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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 %
MF
576
Meridian Financial
Massachusetts
$5.63M +$140K +1,609 +3%
FTS
577
Fifth Third Securities
Ohio
$5.6M +$139K +1,598 +3%
EC
578
EdgeRock Capital
Colorado
$5.6M +$2M +22,975 +56%
IAG
579
Investment Advisory Group
Massachusetts
$5.6M +$305K +3,494 +6%
GA
580
GFS Advisors
Texas
$5.59M -$33.4K -383 -0.6%
FHA
581
Flagship Harbor Advisors
Massachusetts
$5.57M -$4.36K -50 -0.1%
JG
582
Jefferies Group
New York
$5.56M +$28.7K +329 +0.5%
CSIC
583
Clifford Swan Investment Counsel
California
$5.55M +$5.58K +64 +0.1%
PA
584
Paragon Advisors
Texas
$5.55M +$5.55M +63,650 New
TCM
585
Traynor Capital Management
Pennsylvania
$5.51M +$179K +2,049 +3%
CNBTD
586
Citizens National Bank Trust Department
Mississippi
$5.51M +$367K +4,214 +7%
AIM
587
Allen Investment Management
New York
$5.46M +$2.15M +24,670 +65%
SMG
588
Spectrum Management Group
Indiana
$5.45M +$4.41M +50,519 +422%
EFL
589
ERn Financial LLC
Wisconsin
$5.43M +$122K +1,405 +2%
RDFA
590
Ritter Daniher Financial Advisory
Ohio
$5.42M +$193K +2,217 +4%
NAG
591
Northstar Advisory Group
New Jersey
$5.41M +$250K +2,869 +5%
HFA
592
High Falls Advisors
New York
$5.39M +$4.42M +50,708 +455%
NCMW
593
Northern Capital Management (Washington)
Washington
$5.39M -$15.4K -177 -0.3%
PFM
594
Peak Financial Management
Massachusetts
$5.36M -$132K -1,511 -2%
CWM
595
CCG Wealth Management
California
$5.35M -$660K -7,566 -11%
HAC
596
Harbor Advisory Corp
New Hampshire
$5.35M -$242K -2,770 -4%
CIC
597
Carnegie Investment Counsel
Ohio
$5.35M -$67.6K -775 -1%
KOMWMG
598
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$5.31M -$173K -1,986 -3%
MNBTD
599
Moody National Bank Trust Division
Texas
$5.28M
PAI
600
Pittenger & Anderson Inc
Nebraska
$5.27M +$2.17M +24,830 +70%