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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 %
SSWM
651
Sheets Smith Wealth Management
North Carolina
$4.42M +$169K +1,944 +4%
CB
652
Commerce Bank
Missouri
$4.37M -$142K -1,627 -3%
SDWMA
653
Schneider Downs Wealth Management Advisors
Pennsylvania
$4.37M +$99.5K +1,141 +2%
FCFS
654
First Command Financial Services
Texas
$4.35M -$242K -2,780 -5%
FCB
655
First Command Bank
Texas
$4.35M -$242K -2,780 -5%
MWM
656
Meridian Wealth Management
Kentucky
$4.35M -$174K -1,998 -4%
OHWP
657
Oak Harbor Wealth Partners
North Carolina
$4.33M +$61.8K +709 +1%
TA
658
TKG Advisors
Indiana
$4.32M +$1.07M +12,316 +33%
AO
659
Advisor OS
Illinois
$4.32M +$1.88M +21,540 +77%
W
660
Wealthquest
Ohio
$4.31M -$190K -2,178 -4%
BBNA
661
Bremer Bank National Association
Minnesota
$4.31M -$250K -2,870 -5%
SC
662
Savant Capital
Illinois
$4.31M +$1.22K +14 +0%
PTC
663
Private Trust Company
Ohio
$4.29M +$883K +10,127 +26%
AWA
664
Arkadios Wealth Advisors
Georgia
$4.28M +$498K +5,709 +13%
MYIA
665
Mount Yale Investment Advisors
Colorado
$4.27M +$739K +8,473 +21%
SL
666
SWMG LLC
Texas
$4.26M +$4.26M +48,850 New
HPC
667
HM Payson & Co
Maine
$4.23M +$63.3K +726 +2%
SIM
668
Stratos Investment Management
Ohio
$4.23M -$452K -5,180 -10%
T
669
TNF
Montana
$4.22M +$2.08M +23,218 +97%
FFW
670
Fusion Family Wealth
New York
$4.21M +$454K +4,160 +12%
MCA
671
MSH Capital Advisors
Arizona
$4.2M +$118K +1,356 +3%
GDP
672
Great Diamond Partners
Maine
$4.19M -$68.8K -789 -2%
PCM
673
Parsons Capital Management
Rhode Island
$4.19M +$50.5K +579 +1%
VOYA Investment Management
674
VOYA Investment Management
Georgia
$4.14M -$14.2M -162,434 -77%
GSC
675
G&S Capital
Colorado
$4.14M +$792K +9,083 +24%