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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 %
Betterment LLC
1226
Betterment LLC
New York
$864K
SF
1227
SBK Financial
Virginia
$864K +$44.8K +514 +5%
WHG
1228
Westwood Holdings Group
Texas
$863K -$220K -2,523 -20%
PSF
1229
Pacific Sun Financial
California
$853K
SWM
1230
Southern Wealth Management
Texas
$851K +$444K +4,534 +109%
VWA
1231
V Wealth Advisors
Kansas
$849K -$251K -2,876 -23%
FB
1232
First Bancorp
Maine
$845K -$8.28K -95 -1%
TFM
1233
TFC Financial Management
Massachusetts
$844K +$1.92K +22 +0.2%
GWA
1234
GGM Wealth Advisors
Maryland
$844K +$70.3K +738 +9%
CW
1235
CreativeOne Wealth
Kansas
$834K +$80.1K +918 +11%
VCM
1236
Vivaldi Capital Management
Illinois
$833K +$30.4K +340 +4%
WIM
1237
WealthPlan Investment Management
Nebraska
$832K +$832K +8,498 New
KLCM
1238
KG&L Capital Management
Louisiana
$827K +$21.6K +248 +3%
Citadel Advisors
1239
Citadel Advisors
Florida
$824K +$824K +9,449 New
PAMG
1240
Patton Albertson Miller Group
Tennessee
$823K -$259K -2,967 -24%
EDRIA
1241
Edmonds Duncan Registered Investment Advisors
Kansas
$818K +$9.07K +104 +1%
LC
1242
Lincoln Capital
Nebraska
$816K +$4.62K +53 +0.6%
SWP
1243
Strategic Wealth Partners
Ohio
$814K +$419K +4,810 +106%
MCM
1244
Maple Capital Management
Vermont
$810K +$47.7K +478 +6%
EWS
1245
Evergreen Wealth Solutions
Pennsylvania
$808K +$197K +2,260 +32%
TCPWM
1246
Traverso Chambers Private Wealth Management
California
$807K +$8.28K +95 +1%
HIA
1247
Harbor Investment Advisory
Maryland
$804K +$13.9K +159 +2%
BS
1248
Boenning & Scattergood
Pennsylvania
$804K +$804K +9,217 New
NPT
1249
Nixon Peabody Trust
Massachusetts
$801K -$1.72M -19,758 -68%
NRW
1250
Nova R Wealth
Kansas
$794K +$126K +1,445 +19%