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iShares Core S&P Small-Cap ETF

2,127 hedge funds and large institutions have $50.3B invested in iShares Core S&P Small-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 283 funds opening new positions, 868 increasing their positions, 789 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,127
Holders Change
+184
Holders Change %
+9.47%
% of All Funds
34.32%
Holding in Top 10
350
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+5.11%
% of All Funds
5.65%
New
283
Increased
868
Reduced
789
Closed
58
Calls
$24.7M
Puts
$7.81M
Net Calls
+$16.9M
Net Calls Change
+$11.7M
Name Holding Trade Value Shares
Change
Shares
Change %
PWMG
1226
Provence Wealth Management Group
California
$1.16M -$310K -3,271 -21%
SWM
1227
Sendero Wealth Management
Texas
$1.16M -$60.9K -643 -5%
NCM
1228
Nelson Capital Management
California
$1.16M +$141K +1,486 +14%
PIA
1229
Panoramic Investment Advisors
Colorado
$1.15M +$1.15M +12,173 New
FNC
1230
First National Corp
Massachusetts
$1.15M -$76.2K -805 -6%
SVWAG
1231
Sound View Wealth Advisors Group
Georgia
$1.15M +$494K +4,566 +76%
CP
1232
Capital Planning
Washington
$1.14M +$141K +1,487 +14%
FFWM
1233
Future Financial Wealth Management
Ohio
$1.14M -$1.7K -18 -0.1%
MLIC
1234
Mandatum Life Insurance Company
Finland
$1.14M
IGWM
1235
ICA Group Wealth Management
Colorado
$1.14M -$179K -1,895 -14%
GKWIM
1236
Gerber Kawasaki Wealth & Investment Management
California
$1.13M -$173K -1,823 -13%
CGPCS
1237
Capital Group Private Client Services
California
$1.13M -$813K -8,587 -42%
STC
1238
Sarah T. Connolly
$1.13M -$20.4K -216 -2%
IAM
1239
Innovis Asset Management
Illinois
$1.12M +$1.12M +11,825 New
CWM
1240
Chemistry Wealth Management
New York
$1.12M
CI
1241
CX Institutional
Indiana
$1.12M -$2.43M -25,691 -69%
CA
1242
Claro Advisors
Massachusetts
$1.11M -$198K -2,091 -15%
FPGT
1243
Financial Partners Group (Tennessee)
Tennessee
$1.11M +$1.11M +11,739 New
SFG
1244
Sowa Financial Group
Rhode Island
$1.11M +$10.9K +115 +1%
VIA
1245
Vickerman Investment Advisors
Washington
$1.11M +$473K +5,003 +75%
TNB
1246
Thomasville National Bank
Georgia
$1.11M -$4.35K -46 -0.4%
FCAG
1247
First Capital Advisors Group
New Jersey
$1.1M -$9.18K -97 -0.8%
SIA
1248
SkyView Investment Advisors
New Jersey
$1.1M -$9.18K -97 -0.8%
WB
1249
WesBanco Bank
West Virginia
$1.1M +$139K +1,474 +14%
WAS
1250
Wealth Advisory Solutions
Indiana
$1.1M