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iShares Core S&P Small-Cap ETF

2,127 hedge funds and large institutions have $50.3B invested in iShares Core S&P Small-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 283 funds opening new positions, 868 increasing their positions, 789 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,127
Holders Change
+184
Holders Change %
+9.47%
% of All Funds
34.32%
Holding in Top 10
350
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+5.11%
% of All Funds
5.65%
New
283
Increased
868
Reduced
789
Closed
58
Calls
$24.7M
Puts
$7.81M
Net Calls
+$16.9M
Net Calls Change
+$11.7M
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
801
Congress Asset Management
Massachusetts
$3.37M +$5.21K +55 +0.2%
VC
802
Vestor Capital
Illinois
$3.37M +$26.5K +280 +0.8%
AG
803
Ascent Group
Virginia
$3.36M -$1.26M -13,366 -27%
AWAP
804
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$3.35M +$56.4K +596 +2%
MWM
805
Modera Wealth Management
New Jersey
$3.33M +$810K +8,557 +32%
GSAM
806
Grant Street Asset Management
Pennsylvania
$3.33M +$2.79M +29,501 +522%
CFD
807
Creative Financial Designs
Indiana
$3.31M +$561K +5,925 +20%
PCIA
808
Prime Capital Investment Advisors
Kansas
$3.31M +$1.88M +19,858 +132%
NL
809
NEPC LLC
Massachusetts
$3.28M -$145K -1,527 -4%
WPW
810
Watershed Private Wealth
Illinois
$3.26M +$3.26M +34,487 New
PFA
811
Pure Financial Advisors
California
$3.26M +$34K +359 +1%
OAM
812
Occidental Asset Management
California
$3.26M -$97.2K -1,027 -3%
SW
813
SteelPeak Wealth
California
$3.25M -$701K -7,403 -18%
GSB
814
Greenfield Savings Bank
Massachusetts
$3.25M -$56.4K -596 -2%
Susquehanna International Group
815
Susquehanna International Group
Pennsylvania
$3.24M +$3.24M +34,286 New
SFG
816
Snider Financial Group
Washington
$3.24M -$69.8K -738 -2%
DP
817
Denver PWM
Colorado
$3.23M +$37.6K +397 +1%
CWM
818
Capital Wealth Management
Rhode Island
$3.22M +$120K +1,265 +4%
FTC
819
Farmers Trust Company
Ohio
$3.22M -$12.7K -134 -0.4%
UL
820
Unionview LLC
Washington
$3.2M -$47.9K -506 -1%
BFA
821
BMS Financial Advisors
South Dakota
$3.19M +$1.76M +15,364 +123%
CFA
822
Cahill Financial Advisors
Minnesota
$3.19M +$108K +1,142 +4%
OWA
823
One Wealth Advisors
California
$3.19M +$3.19M +33,680 New
S
824
SignatureFD
Georgia
$3.17M +$1.09M +11,540 +53%
SHJ
825
Sharkey, Howes & Javer
Colorado
$3.17M -$2.19M -23,192 -41%