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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 %
HCC
1176
Hirtle Callaghan & Co
Pennsylvania
$997K +$305K +3,498 +44%
AL
1177
ADE LLC
Maryland
$993K +$94.3K +1,082 +10%
AIS
1178
American Investment Services
Massachusetts
$992K -$13.1K -150 -1%
CCA
1179
Clearwater Capital Advisors
Illinois
$991K +$167K +1,912 +20%
RT
1180
Rockland Trust
Massachusetts
$981K -$74.7K -856 -7%
SAM
1181
Silvercrest Asset Management
New York
$974K
DW
1182
Domani Wealth
Pennsylvania
$971K -$3.14K -36 -0.3%
DJYG
1183
David J. Yvars Group
Florida
$958K -$107K -1,230 -10%
FAM
1184
Forte Asset Management
New York
$957K -$39.2K -450 -4%
WCWM
1185
Wooster Corthell Wealth Management
Connecticut
$952K -$4.27K -49 -0.4%
BO
1186
BRR OpCo
Ohio
$949K -$120K -1,382 -11%
RPGK
1187
Retirement Planning Group (Kansas)
Kansas
$946K -$6.02K -69 -0.6%
AOWM
1188
Alpha Omega Wealth Management
Virginia
$946K
EWA
1189
Evolution Wealth Advisors
Florida
$943K -$55.8K -640 -6%
LWAC
1190
Laurel Wealth Advisors (California)
California
$942K +$155K +1,773 +20%
TF
1191
Tompkins Financial
New York
$941K +$436 +5 +0%
LSA
1192
Lansing Street Advisors
Pennsylvania
$940K +$8.2K +94 +0.9%
FFA
1193
First Foundation Advisors
California
$937K -$348K -3,994 -27%
CCG
1194
Cypress Capital Group
Florida
$937K +$21.1K +242 +2%
LF
1195
LifeSteps Financial
California
$935K -$435K -4,996 -32%
NCM
1196
Nelson Capital Management
California
$935K -$26.2K -301 -3%
TAM
1197
Townsend Asset Management
North Carolina
$932K -$70K -802 -7%
HWMA
1198
Heritage Wealth Management (Arizona)
Arizona
$931K -$51.5K -590 -5%
KFP
1199
KMG Fiduciary Partners
Ohio
$927K -$103K -1,183 -10%
SI
1200
Saxon Interests
Texas
$927K +$184 +2 +0%