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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 %
SFP
1026
Sterling Financial Planning
New Jersey
$1.52M -$42.5K -487 -3%
JWCA
1027
J.W. Coons Advisors
Ohio
$1.52M +$9.76K +112 +0.6%
PB
1028
Pinnacle Bancorp
Nebraska
$1.51M -$16.4K -188 -1%
PPP
1029
Private Portfolio Partners
New Jersey
$1.51M -$9.42K -108 -0.6%
TIA
1030
Tiemann Investment Advisors
California
$1.51M -$1.02M -11,739 -40%
MW
1031
Marcum Wealth
Ohio
$1.51M -$156K -1,785 -9%
BFA
1032
Beaumont Financial Advisors
Massachusetts
$1.5M +$211K +2,419 +16%
SFM
1033
Signet Financial Management
New Jersey
$1.49M -$9.07K -104 -0.6%
PIM
1034
Penobscot Investment Management
Massachusetts
$1.49M
KBFS
1035
Kohmann Bosshard Financial Services
Ohio
$1.49M -$140K -1,608 -9%
CB
1036
Cadence Bank
Mississippi
$1.49M +$1.3M +14,876 +685%
IIC
1037
Integrated Investment Consultants
Michigan
$1.48M +$164K +1,885 +12%
BWM
1038
Birchcreek Wealth Management
Ohio
$1.48M +$77.2K +886 +6%
SFG
1039
Sunburst Financial Group
Alabama
$1.48M +$258K +2,961 +21%
LDFR
1040
Lehman & Derafelo Financial Resources
Pennsylvania
$1.47M -$8.72K -100 -0.6%
RIA
1041
Realta Investment Advisors
Delaware
$1.47M -$7.08M -81,220 -83%
PA
1042
Probity Advisors
Texas
$1.46M +$17.7K +203 +1%
RB
1043
Renasant Bank
Mississippi
$1.46M +$146K +1,673 +11%
MPM
1044
Meritage Portfolio Management
Kansas
$1.46M +$15.3K +175 +1%
PCA
1045
Providence Capital Advisors
North Carolina
$1.46M -$634K -7,271 -30%
OWP
1046
Obermeyer Wealth Partners
Colorado
$1.46M +$9.68K +111 +0.7%
KW
1047
KWB Wealth
California
$1.45M -$57.7K -661 -4%
SWP
1048
ShoreHaven Wealth Partners
New Jersey
$1.44M +$948K +10,883 +192%
WPC
1049
Wedmont Private Capital
Pennsylvania
$1.44M +$157K +1,800 +12%
WIP
1050
WealthCare Investment Partners
Rhode Island
$1.44M +$83.9K +962 +6%