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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 %
OWM
1351
Orgel Wealth Management
Wisconsin
$595K
LWCFA
1352
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$592K -$60.9K -698 -9%
OC
1353
Oakworth Capital
Alabama
$592K
MSFS
1354
Main Street Financial Solutions
Pennsylvania
$590K -$7.5K -86 -1%
SWM
1355
SeaCrest Wealth Management
New York
$589K +$7.15K +82 +1%
WPC
1356
Waters Parkerson & Co
Louisiana
$587K
SFA
1357
Source Financial Advisors
New York
$587K +$197K +2,259 +51%
FA
1358
Financial Advisors
Massachusetts
$584K -$68.4K -768 -10%
CWA
1359
Consilio Wealth Advisors
Washington
$584K -$43.2K -496 -7%
VIA
1360
Vickerman Investment Advisors
Washington
$583K -$52.1K -598 -8%
TI
1361
Truepoint Inc
Ohio
$582K -$34.9K -400 -6%
GCA
1362
Gradient Capital Advisors
California
$582K -$16.4K -188 -3%
SFG
1363
Sather Financial Group
Texas
$582K -$7.5K -86 -1%
EWA
1364
Exencial Wealth Advisors
Oklahoma
$582K -$1.57K -18 -0.3%
EW
1365
Evoke Wealth
California
$582K +$34.9K +401 +6%
LCC
1366
Lincoln Capital Corp
Rhode Island
$579K -$10.9K -125 -2%
AAMC
1367
Asset Allocation & Management Company
Illinois
$579K
PCM
1368
Perritt Capital Management
Illinois
$578K
SSW
1369
Smith Shellnut Wilson
Mississippi
$574K -$582K -6,297 Closed
CMP
1370
Courage Miller Partners
Virginia
$574K
GWM
1371
Greenhouse Wealth Management
Connecticut
$573K
TWP
1372
Tower Wealth Partners
Pennsylvania
$572K -$10.7K -109 -2%
MWM
1373
McNaughton Wealth Management
California
$572K
KFI
1374
Key Financial Inc
Pennsylvania
$571K -$7.85K -90 -1%
CWM
1375
C2C Wealth Management
Arizona
$570K +$2.04K +22 +0.4%