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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 %
BFS
1301
Bickling Financial Services
Massachusetts
$974K +$27.9K +295 +3%
TC
1302
Trust Company
Kansas
$964K -$15.1K -160 -2%
VCM
1303
Vivaldi Capital Management
Illinois
$960K +$56.6K +583 +6%
CFP
1304
Cypress Financial Planning
New Jersey
$960K +$180K +1,909 +23%
EWA
1305
ERTS Wealth Advisors
Michigan
$959K -$6.06K -64 -0.6%
SFG
1306
StrategIQ Financial Group
Indiana
$958K -$24.6K -260 -3%
CFGSD
1307
Compass Financial Group (South Dakota)
South Dakota
$957K +$957K +10,109 New
EWM
1308
Empirical Wealth Management
Washington
$956K -$150K -1,587 -14%
SI
1309
Saxon Interests
Texas
$955K -$20.7K -213 -2%
SYBT
1310
Stock Yards Bank & Trust
Kentucky
$954K +$129K +1,365 +16%
FFA
1311
First Foundation Advisors
California
$953K -$63.4K -670 -6%
TFP
1312
Tilia Fiduciary Partners
North Carolina
$948K +$22.4K +237 +2%
FPW
1313
Flagship Private Wealth
Massachusetts
$948K +$3.6K +38 +0.4%
MC
1314
Moors & Cabot
Massachusetts
$947K -$6.44K -68 -0.7%
GFG
1315
Greystone Financial Group
Michigan
$947K -$7.67K -81 -0.8%
MCM
1316
Maple Capital Management
Vermont
$947K +$179K +1,896 +23%
PPW
1317
Pasadena Private Wealth
California
$946K
ICM
1318
Islay Capital Management
Texas
$945K -$10K -106 -1%
CW
1319
CreativeOne Wealth
Kansas
$943K +$38.3K +405 +4%
SIC
1320
Samalin Investment Counsel
New York
$943K -$12.4K -131 -1%
RPGK
1321
Retirement Planning Group (Kansas)
Kansas
$943K -$84.2K -890 -8%
TFM
1322
TFC Financial Management
Massachusetts
$935K +$18.5K +195 +2%
OWM
1323
Orgel Wealth Management
Wisconsin
$933K +$287K +3,035 +44%
ZIC
1324
ZWJ Investment Counsel
Georgia
$930K -$16.9K -179 -2%
FDCC
1325
Foster Dykema Cabot & Co
Massachusetts
$928K +$611K +6,455 +193%