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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 %
DBT
1301
Dubuque Bank & Trust
Iowa
$685K -$145K -1,663 -17%
AWM
1302
Axxcess Wealth Management
California
$679K -$217K -2,494 -24%
WQ
1303
Wealth Quarterback
New Jersey
$675K -$121K -1,386 -15%
BB
1304
Berkshire Bank
Massachusetts
$674K
CAM
1305
Concorde Asset Management
Michigan
$674K +$674K +7,738 New
OWA
1306
Outlook Wealth Advisors
Texas
$673K -$6.24M -71,563 -90%
PCS
1307
Personal CFO Solutions
New Jersey
$671K -$18K -206 -3%
NCG
1308
Newport Capital Group
New Jersey
$670K +$322K +3,592 +93%
SC
1309
Sierra Capital
Florida
$669K
CTB
1310
Country Trust Bank
Illinois
$666K
MMHP
1311
Murphy Middleton Hinkle & Parker
Georgia
$663K
RFG
1312
Range Financial Group
Oregon
$663K +$5.06K +58 +0.8%
ACP
1313
Aviance Capital Partners
Florida
$662K -$210K -2,408 -24%
APWM
1314
Atlas Private Wealth Management
New York
$661K +$26.4K +303 +4%
WA
1315
Wealth Advisors
California
$660K
SCG
1316
Sonata Capital Group
Washington
$659K
FCFC
1317
First Commonwealth Financial Corp
Pennsylvania
$656K
LF
1318
Lantz Financial
Illinois
$654K +$295K +3,389 +82%
RSVP
1319
Ramsay Stattman Vela & Price
Colorado
$647K -$13.5K -155 -2%
AWA
1320
Aaron Wealth Advisors
Illinois
$647K +$647K +7,420 New
BC
1321
Barrett & Company
Rhode Island
$647K +$647K +6,835 New
BLC
1322
Brown, Lisle/Cummings
Rhode Island
$644K +$46.7K +536 +8%
TWP
1323
Total Wealth Planning
Ohio
$642K -$828K -9,493 -56%
LA
1324
LexAurum Advisors
Kansas
$641K +$99.6K +1,143 +18%
WC
1325
Woodstock Corp
Massachusetts
$638K -$22.4K -257 -3%