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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 %
CIR
1001
Clear Investment Research
Georgia
$1.65M +$110K +1,261 +7%
BWM
1002
Baystate Wealth Management
Massachusetts
$1.65M +$815K +9,350 +98%
DLHL
1003
Donald L. Hagan LLC
Florida
$1.63M +$56.1K +643 +4%
CIBC World Market
1004
CIBC World Market
Ontario, Canada
$1.61M +$13.3K +153 +0.8%
BJL
1005
Brighton Jones LLC
Washington
$1.61M +$118K +1,354 +8%
DFA
1006
Delta Financial Advisors
Louisiana
$1.6M
ACP
1007
Aveo Capital Partners
Colorado
$1.59M +$51.9K +595 +3%
NRI
1008
NFP Retirement Inc
California
$1.59M +$216K +2,475 +16%
SAM
1009
Strategy Asset Managers
California
$1.58M +$1.58M +18,166 New
BHBT
1010
Burke & Herbert Bank & Trust
Virginia
$1.58M -$86.7K -994 -5%
BHWM
1011
Bay Harbor Wealth Management
Maryland
$1.58M +$1.57M +17,997 +11,998%
FFWA
1012
FRG Family Wealth Advisors
Washington
$1.58M -$33.6K -385 -2%
LPIC
1013
LeJeune Puetz Investment Counsel
Michigan
$1.57M
KC
1014
Kingfisher Capital
North Carolina
$1.56M +$24.6K +282 +2%
WFA
1015
Wellspring Financial Advisors
Ohio
$1.56M -$2.5K -552 -0.2%
SA
1016
Strategic Advisors
New York
$1.56M -$4.01K -46 -0.3%
QCIG
1017
Quad-Cities Investment Group
Iowa
$1.56M +$31.6K +363 +2%
WCA
1018
Waypoint Capital Advisors
Minnesota
$1.55M -$27K -310 -2%
CAL
1019
Capital Advisors Ltd
Ohio
$1.55M +$39K +447 +3%
RF
1020
Rollins Financial
Georgia
$1.55M +$264K +3,025 +21%
GPWA
1021
Great Point Wealth Advisors
Massachusetts
$1.54M -$2.01K -23 -0.1%
ACM
1022
AUA Capital Management
Pennsylvania
$1.53M -$271K -3,104 -15%
ASW
1023
Astoria Strategic Wealth
Texas
$1.53M +$10.4K +119 +0.7%
WEG
1024
World Equity Group
Illinois
$1.53M +$668K +7,658 +78%
SFO
1025
Standard Family Office
South Dakota
$1.53M +$1.53M +17,500 New