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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 %
PA
626
PSI Advisors
Florida
$4.79M -$249K -2,851 -5%
AG
627
Ascent Group
Virginia
$4.79M +$597K +6,097 +14%
CC
628
Courier Capital
New York
$4.78M -$19.7K -226 -0.4%
DWT
629
Dorsey & Whitney Trust
South Dakota
$4.77M +$240K +2,756 +5%
FAIM
630
Financial Advocates Investment Management
Washington
$4.74M +$1.99M +22,850 +72%
EW
631
Element Wealth
Mississippi
$4.74M +$52.2K +599 +1%
PFA
632
Pathway Financial Advisors
Vermont
$4.73M +$1.87M +21,409 +65%
Kovitz Investment Group Partners
633
Kovitz Investment Group Partners
Illinois
$4.69M -$1.28M -14,696 -21%
PAG
634
Private Advisory Group
Washington
$4.68M -$77.8K -892 -2%
GWMIA
635
Global Wealth Management Investment Advisory
Florida
$4.67M +$95.9K +1,100 +2%
GWM
636
Greenwich Wealth Management
Connecticut
$4.67M -$705K -8,089 -13%
LA
637
Legacy Advisors
Pennsylvania
$4.66M +$4.07M +46,701 +690%
MC
638
Middleton & Co
Massachusetts
$4.65M -$3.01M -34,487 -39%
JSL
639
JT Stratford LLC
Georgia
$4.63M +$53.3K +611 +1%
AIA
640
Arcadia Investment Advisors
Idaho
$4.62M +$153K +1,753 +3%
MFC
641
Mechanics Financial Corp
Ohio
$4.6M +$8.2K +94 +0.2%
BA
642
Bellwether Advisors
Nebraska
$4.57M -$668K -7,660 -13%
DC
643
Davenport & Co
Virginia
$4.55M +$273K +3,129 +6%
CAG
644
Csenge Advisory Group
Florida
$4.54M -$190K -2,175 -4%
NAM
645
NTV Asset Management
West Virginia
$4.53M -$24.2K -277 -0.5%
SAF
646
Smith Anglin Financial
Texas
$4.47M +$726K +8,322 +19%
FIA
647
Foundations Investment Advisors
Arizona
$4.46M +$3.82M +43,767 +589%
CIC
648
Cutler Investment Counsel
Oregon
$4.45M +$119K +1,370 +3%
SI
649
Stephens Inc
Arkansas
$4.45M -$71.6K -821 -2%
BA
650
Ballew Advisors
Mississippi
$4.44M +$51.3K +573 +1%