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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 %
WF
826
Welch & Forbes
Massachusetts
$2.63M +$243K +2,788 +10%
1WM
827
1900 Wealth Management
Texas
$2.63M +$139K +1,594 +6%
UBG
828
United Bank (Georgia)
Georgia
$2.61M +$140K +1,603 +6%
AMG
829
Asset Management Group
Connecticut
$2.61M -$8.11K -93 -0.3%
WMP
830
Wealth Management Partners
Arizona
$2.6M -$89.8K -1,000 -3%
MWAM
831
Manhattan West Asset Management
California
$2.6M -$436 -5 -0%
First Manhattan
832
First Manhattan
New York
$2.6M -$70K -803 -3%
CWM
833
Cornerstone Wealth Management
Missouri
$2.6M +$74.5K +854 +3%
3F
834
360 Financial
Minnesota
$2.59M +$187K +2,149 +8%
CHJWM
835
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.58M
CPIA
836
Cornell Pochily Investment Advisors
New York
$2.58M +$61.5K +705 +2%
BEC
837
Blue Edge Capital
Virginia
$2.58M -$1.28M -14,665 -33%
BDF
838
Black Diamond Financial
Maryland
$2.58M -$266K -3,052 -9%
BFO
839
Biltmore Family Office
North Carolina
$2.57M +$85.2K +977 +3%
NSB
840
Norway Savings Bank
Maine
$2.56M +$355K +4,069 +16%
LWMNY
841
Landmark Wealth Management (New York)
New York
$2.56M +$2.56M +29,331 New
DWM
842
Defined Wealth Management
Oregon
$2.55M -$567K -6,504 -18%
CWS
843
Cypress Wealth Services
California
$2.55M +$933K +10,431 +58%
BPWM
844
Badgley Phelps Wealth Managers
Washington
$2.54M -$285K -3,269 -10%
CFD
845
Creative Financial Designs
Indiana
$2.53M +$661K +7,585 +35%
AF
846
Advisornet Financial
Minnesota
$2.53M +$633K +7,266 +33%
UWPG
847
Ullmann Wealth Partners Group
Florida
$2.52M +$45.3K +520 +2%
KL
848
KWMG LLC
Kansas
$2.52M -$22.1K -254 -0.9%
HGWM
849
Harvest Group Wealth Management
Massachusetts
$2.52M -$43.9K -476 -2%
SXL
850
Summit X LLC
Missouri
$2.52M +$977K +11,267 +63%