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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 %
EGP
751
Entrust Global Partners
New York
$3.35M
FLA
752
Financial Life Advisors
Texas
$3.34M -$451K -5,171 -12%
BFG
753
Baron Financial Group
New Jersey
$3.33M +$95K +1,090 +3%
FPAS
754
Focus Partners Advisor Solutions
Missouri
$3.32M +$141K +1,620 +4%
KFS
755
Kelly Financial Services
Massachusetts
$3.3M +$2.4M +27,570 +267%
LCWP
756
Legacy Capital Wealth Partners
Arkansas
$3.3M +$89K +1,021 +3%
VIM
757
Vista Investment Management
Pennsylvania
$3.3M +$35.4K +406 +1%
CI
758
CX Institutional
Indiana
$3.27M -$4.38M -50,259 -57%
AFS
759
AFG Fiduciary Services
Massachusetts
$3.26M +$202K +2,296 +7%
SFG
760
Snider Financial Group
Washington
$3.25M -$1.8M -19,432 -36%
SKK
761
Shepherd Kaplan Krochuk
Massachusetts
$3.25M -$620K -7,115 -16%
AWA
762
Arete Wealth Advisors
Illinois
$3.23M +$633K +7,257 +24%
LDB
763
Lee, Danner & Bass
Tennessee
$3.22M -$11.5K -132 -0.4%
ST
764
Spinnaker Trust
Maine
$3.22M
CSWG
765
Cardinal Strategic Wealth Guidance
Kentucky
$3.21M -$1.27M -14,527 -28%
FNBOSM
766
First National Bank of South Miami
Florida
$3.21M -$260K -2,986 -7%
SB
767
Strategic Blueprint
Georgia
$3.21M +$2.04M +23,427 +175%
FWTB
768
First Western Trust Bank
Colorado
$3.21M +$10.6K +121 +0.3%
TCOT
769
Trust Company of Toledo
Ohio
$3.19M +$8.11K +93 +0.3%
Luther King Capital Management (LKCM)
770
Luther King Capital Management (LKCM)
Texas
$3.17M -$3.4M
NL
771
NEPC LLC
Massachusetts
$3.15M
TA
772
Tectonic Advisors
Texas
$3.15M
ATC
773
Adirondack Trust Company
New York
$3.15M -$47.2K -542 -1%
WS
774
Wela Strategies
Georgia
$3.13M +$301K +3,448 +11%
PCMU
775
Paragon Capital Management (Utah)
Utah
$3.13M +$3.13M +35,938 New