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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 %
CGPCS
976
Capital Group Private Client Services
California
$1.79M +$1.21M +13,924 +212%
W
977
WealthOne
New York
$1.78M -$117K -1,347 -6%
RWA
978
Roberts Wealth Advisors
California
$1.78M +$1.28K +14 +0.1%
MMA
979
Miracle Mile Advisors
California
$1.76M -$709K -8,137 -29%
SIA
980
Schechter Investment Advisors
Michigan
$1.75M -$374K -4,294 -18%
LFAS
981
Level Four Advisory Services
Texas
$1.75M +$95.4K +1,094 +6%
H
982
HoyleCohen
California
$1.74M -$6.02K -69 -0.3%
DWMG
983
DB Wealth Management Group
California
$1.74M -$125K -1,429 -7%
PWM
984
Palumbo Wealth Management
New York
$1.74M +$9.85K +113 +0.6%
RWA
985
River Wealth Advisors
Pennsylvania
$1.73M -$31.9K -366 -2%
B
986
Brightworth
Georgia
$1.73M -$183K -2,103 -10%
FA
987
Fiducient Advisors
Illinois
$1.72M -$1.23M -14,077 -42%
MCA
988
Magnolia Capital Advisors
Mississippi
$1.72M -$12K -138 -0.7%
GIA
989
Goodwin Investment Advisory
Georgia
$1.72M +$170K +1,951 +11%
SB
990
Sunflower Bank
Texas
$1.71M -$29.9K -343 -2%
GFP
991
Gryphon Financial Partners
Ohio
$1.7M -$447K -5,129 -21%
PCM
992
Pennsylvania Capital Management
Pennsylvania
$1.69M +$85.3K +978 +5%
LWM
993
Liberty Wealth Management
California
$1.69M +$1.69M +19,406 New
WKSWA
994
White Knight Strategic Wealth Advisors
New Jersey
$1.69M +$50.5K +579 +3%
HNWAG
995
High Net Worth Advisory Group
Florida
$1.68M +$7.24K +83 +0.4%
PO
996
Private Ocean
California
$1.68M -$12.7K -146 -0.8%
WA
997
Waverly Advisors
Alabama
$1.67M +$13K +149 +0.8%
AGP
998
Autumn Glory Partners
Texas
$1.66M +$31.9K +366 +2%
NCM
999
Narwhal Capital Management
Georgia
$1.66M +$235K +2,700 +17%
FPTW
1000
Franklin, Parlapiano, Turner & Welch
Texas
$1.66M