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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 %
Fayez Sarofim & Co
1326
Fayez Sarofim & Co
Texas
$637K +$24K +275 +4%
CA
1327
Crewe Advisors
Utah
$637K +$243K +2,783 +62%
COCM
1328
Charter Oak Capital Management
New Hampshire
$636K -$149K -1,707 -19%
PI
1329
Pachira Investments
California
$634K -$10.3M -117,766 -94%
GMA
1330
Goldstein Munger & Associates
California
$632K
SWM
1331
Selective Wealth Management
Virginia
$630K -$133K -1,523 -17%
HFS
1332
Haverford Financial Services
Pennsylvania
$627K
BWA
1333
Bordeaux Wealth Advisors
California
$627K
NP
1334
NorthRock Partners
Minnesota
$626K -$38.4K -441 -6%
CMI
1335
Clare Market Investments
Texas
$626K +$626K +7,178 New
HVIA
1336
Hudson Valley Investment Advisors
New York
$624K -$6.62K -76 -1%
HT
1337
HighTower Trust
Texas
$620K +$620K +7,109 New
KP
1338
Keel Point
Alabama
$618K +$1.74K +20 +0.3%
APW
1339
Aurora Private Wealth
New Jersey
$616K -$1.92K -22 -0.3%
MCM
1340
Maryland Capital Management
Maryland
$616K
CPA
1341
Cardiff Park Advisors
California
$614K -$203K -2,325 -25%
RCM
1342
Raleigh Capital Management
North Carolina
$607K +$394K +4,518 +185%
BTWM
1343
Baker Tilly Wealth Management
Wisconsin
$606K +$239K +2,736 +65%
ACM
1344
Ategra Capital Management
Virginia
$606K +$54.2K +622 +10%
IA
1345
Insight Advisors
Pennsylvania
$605K -$9.86K -113 -2%
Invesco
1346
Invesco
Georgia
$604K -$101K -1,162 -14%
FCH
1347
Freestone Capital Holdings
Washington
$603K -$286K -3,278 -32%
RWM
1348
Rockwood Wealth Management
Pennsylvania
$601K -$1.05K -12 -0.2%
JCM
1349
Janney Capital Management
Pennsylvania
$598K +$1.57K +18 +0.3%
JCM
1350
Jacobi Capital Management
Pennsylvania
$595K -$26.9K -308 -4%