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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 %
Neuberger Berman Group
801
Neuberger Berman Group
New York
$2.88M +$872K +10,007 +43%
CWM
802
Capital Wealth Management
Rhode Island
$2.86M +$260K +2,985 +10%
TNBTD
803
Trustmark National Bank Trust Department
Mississippi
$2.84M -$3.49K -40 -0.1%
CFA
804
Cahill Financial Advisors
Minnesota
$2.84M +$655K +7,515 +30%
SGK
805
Steigerwald Gordon & Koch
Virginia
$2.84M -$34.4K -395 -1%
VFPW
806
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.82M -$138K -1,582 -5%
SOS
807
Silver Oak Securities
Tennessee
$2.81M -$456K -4,833 -14%
TSA
808
Tri-Star Advisors
Texas
$2.78M +$2.78M +31,107 New
SAM
809
Simplify Asset Management
Nevada
$2.78M -$37.3K -428 -1%
LWP
810
Laurel Wealth Planning
Minnesota
$2.78M -$255K -2,925 -8%
CAM
811
Cozad Asset Management
Illinois
$2.77M +$81.1K +930 +3%
UF
812
Univest Financial
Pennsylvania
$2.76M -$50.3K -577 -2%
TWA
813
TPB Wealth Advisors
Texas
$2.73M +$12.7K +146 +0.5%
IDA
814
Intelligence Driven Advisers
California
$2.72M +$245K +2,672 +10%
PWW
815
Pettyjohn Wood & White
Virginia
$2.72M +$48.4K +555 +2%
SHIM
816
Stone House Investment Management
Pennsylvania
$2.71M +$2.71M +31,066 New
TFF
817
The Family Firm
Maryland
$2.7M -$128K -1,463 -5%
WCP
818
Wick Capital Partners
Pennsylvania
$2.7M -$90.8K -1,041 -3%
CWA
819
Canvas Wealth Advisors
Kansas
$2.68M -$281K -2,935 -9%
AFC
820
AFT Forsyth & Company
Florida
$2.67M +$3.49K +40 +0.1%
CHC
821
City Holding Co
West Virginia
$2.66M -$38.5K -441 -1%
HFW
822
Horizon Family Wealth
Illinois
$2.65M +$33.7K +386 +1%
DWM
823
Dakota Wealth Management
Florida
$2.65M +$332K +3,804 +14%
SAS
824
Sanford Advisory Services
Michigan
$2.64M -$35.8K -411 -1%
HIMC
825
Heritage Investors Management Corp
Maryland
$2.64M +$68.6K +787 +3%