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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 %
IGWM
1101
ICA Group Wealth Management
Colorado
$1.21M -$66.1K -758 -5%
FM
1102
Family Management
New York
$1.21M -$2.53K -29 -0.2%
GKWIM
1103
Gerber Kawasaki Wealth & Investment Management
California
$1.2M +$173K +1,990 +17%
OIS
1104
Okabena Investment Services
Minnesota
$1.2M -$645K -7,401 -35%
CWM
1105
Calamos Wealth Management
Illinois
$1.2M -$42.7K -490 -3%
CC
1106
Cadinha & Co
Hawaii
$1.19M -$71.9K -825 -6%
ACG
1107
Allen Capital Group
Nebraska
$1.18M +$161K +1,849 +16%
FPGK
1108
Financial Partners Group (Kansas)
Kansas
$1.18M +$211K +2,420 +22%
CG
1109
Corundum Group
Colorado
$1.18M +$425K +4,872 +56%
SCA
1110
Spearhead Capital Advisors
Florida
$1.18M -$25.2M -288,693 -96%
SHFA
1111
SC&H Financial Advisors
Maryland
$1.17M +$28.9K +332 +3%
BB
1112
Busey Bank
Illinois
$1.17M +$38.8K +445 +3%
CPP
1113
Capasso Planning Partners
South Carolina
$1.16M -$122K -1,400 -10%
ICP
1114
Interchange Capital Partners
Pennsylvania
$1.16M +$347K +3,980 +43%
4WM
1115
4J Wealth Management
Virginia
$1.16M +$1.16M +13,252 New
VCA
1116
Verdence Capital Advisors
Maryland
$1.15M +$44.2K +507 +4%
EIA
1117
Eldridge Investment Advisors
New Hampshire
$1.15M +$17.4K +200 +2%
TCWA
1118
Ten Capital Wealth Advisors
Washington
$1.15M +$31.1K +357 +3%
FNC
1119
First National Corp
Massachusetts
$1.13M +$20.4K +234 +2%
SFS
1120
Security Financial Services
Indiana
$1.12M +$1.12M +12,875 New
SWM
1121
Sendero Wealth Management
Texas
$1.12M -$411K -4,719 -27%
CL
1122
COWA LLC
Oklahoma
$1.12M +$88.5K +1,013 +9%
G
1123
GenTrust
Florida
$1.12M +$77.5K +889 +7%
FWP
1124
Firethorn Wealth Partners
Georgia
$1.12M -$34.7K -398 -3%
ATWA
1125
Arbor Trust Wealth Advisors
Michigan
$1.12M -$30.6K -350 -3%