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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 %
ST
101
Sageworth Trust
Pennsylvania
$48.5M -$11.2M -128,778 -19%
Natixis Advisors
102
Natixis Advisors
Massachusetts
$48M +$12.8M +146,347 +36%
AAS
103
Avantax Advisory Services
Texas
$47.8M +$4.25M +48,690 +10%
APCM
104
Alaska Permanent Capital Management
Alaska
$47.6M +$24K +275 +0.1%
Mercer Global Advisors
105
Mercer Global Advisors
Colorado
$46.7M +$5.21M +59,803 +13%
FT
106
Fiduciary Trust
Massachusetts
$45.8M -$2.99M -34,339 -6%
NA
107
NewEdge Advisors
Louisiana
$45.8M +$7.96M +91,304 +21%
COPPSERS
108
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$45.6M +$10M +114,720 +28%
OAM
109
Oppenheimer Asset Management
New York
$45.3M +$99.5K +1,141 +0.2%
VFA
110
Voya Financial Advisors
Connecticut
$45M +$352K +4,016 +0.8%
SFA
111
Sequoia Financial Advisors
Ohio
$43.7M -$235K -2,697 -0.5%
Public Sector Pension Investment Board (PSP Investments)
112
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$43.3M +$33M +378,835 +321%
GIM
113
Goelzer Investment Management
Indiana
$43.2M +$514K +5,893 +1%
JSW
114
Journey Strategic Wealth
New Jersey
$42.6M
AWM
115
AE Wealth Management
Kansas
$42M +$13.8M +158,473 +49%
HI
116
Harbour Investments
Wisconsin
$41.9M
Cetera Investment Advisers
117
Cetera Investment Advisers
Illinois
$41.4M +$4.94M +56,611 +14%
BF
118
BOK Financial
Oklahoma
$41.2M +$4.94M +56,624 +14%
BCI
119
Brinker Capital Investments
Pennsylvania
$41.1M -$821K -9,419 -2%
State Street
120
State Street
Massachusetts
$41.1M -$142M -1,631,369 -78%
CG
121
Colony Group
Massachusetts
$40.9M +$25.2M +289,044 +161%
Bank of Nova Scotia
122
Bank of Nova Scotia
Ontario, Canada
$39.5M
Legal & General Group
123
Legal & General Group
United Kingdom
$39.3M +$5.07M +58,160 +15%
Citigroup
124
Citigroup
New York
$37.9M -$756K -8,670 -2%
PAG
125
Private Advisor Group
New Jersey
$37.9M -$10.4M -119,813 -22%