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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 %
ACP
1326
Aviance Capital Partners
Florida
$924K +$206K +2,175 +29%
ICM
1327
IMS Capital Management
Oregon
$922K -$26.3K -278 -3%
FAM
1328
Forte Asset Management
New York
$922K -$117K -1,238 -11%
CANC
1329
Culbertson A N & Co
Virginia
$915K +$110K +1,160 +14%
BMD
1330
Better Money Decisions
New Mexico
$915K -$40.8K -431 -4%
CWA
1331
Clearview Wealth Advisors
Oregon
$906K -$412K -4,357 -31%
KLCM
1332
KG&L Capital Management
Louisiana
$905K +$7.86K +83 +0.9%
WIM
1333
WealthPlan Investment Management
Nebraska
$902K +$9.55K +91 +1%
PSF
1334
Pacific Sun Financial
California
$900K -$25.9K -274 -3%
WP
1335
WealthPLAN Partners
Nebraska
$899K +$899K +8,589 New
GWA
1336
Gibson Wealth Advisors
Texas
$894K +$880K +9,176 +6,200%
NPT
1337
Nixon Peabody Trust
Massachusetts
$890K +$20.3K +215 +2%
TCPWM
1338
Traverso Chambers Private Wealth Management
California
$890K +$13.3K +141 +2%
FWP
1339
Firethorn Wealth Partners
Georgia
$889K -$323K -3,409 -27%
SF
1340
SBK Financial
Virginia
$889K -$48.6K -514 -5%
LFA
1341
Legacy Financial Advisors
Kentucky
$887K +$124K +1,308 +16%
WHG
1342
Westwood Holdings Group
Texas
$887K -$50.6K -534 -5%
LC
1343
Lincoln Capital
Nebraska
$887K +$662 +7 +0.1%
RFA
1344
Resurgent Financial Advisors
Georgia
$886K -$96.4K -1,019 -10%
F
1345
F3Logic
Minnesota
$879K +$292K +3,080 +50%
GBS
1346
Gallagher Benefit Services
Illinois
$879K +$879K +9,279 New
GC
1347
Gilbert & Cook
Iowa
$875K -$2.74K -29 -0.3%
Betterment LLC
1348
Betterment LLC
New York
$873K -$12.3K -130 -1%
MWA
1349
Meridian Wealth Advisors
Texas
$869K +$869K +9,177 New
EDRIA
1350
Edmonds Duncan Registered Investment Advisors
Kansas
$867K -$20.9K -221 -2%