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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 %
BFA
1376
Bragg Financial Advisors
North Carolina
$569K
AA
1377
Argent Advisors
Louisiana
$569K +$159K +1,823 +39%
WLIM
1378
White Lighthouse Investment Management
Massachusetts
$567K -$44K -505 -7%
MLA
1379
My Legacy Advisors
Oregon
$567K +$567K +6,347 New
BWCS
1380
Beirne Wealth Consulting Services
Connecticut
$561K -$46.2K -528 -8%
HWA
1381
Hillcrest Wealth Advisors
New Jersey
$560K -$17.4K -200 -3%
RZH
1382
Relyea Zuckerberg Hanson
Connecticut
$559K
AWS
1383
AJ Wealth Strategies
New York
$558K
DIP
1384
DT Investment Partners
Pennsylvania
$553K -$153K -1,751 -22%
ICG
1385
InterOcean Capital Group
Tennessee
$553K +$24.9K +286 +5%
BFS
1386
Bradley Foster & Sargent
Connecticut
$551K -$15.1K -173 -3%
MLL
1387
Moody Lynn & Lieberson
Massachusetts
$550K -$1.57K -18 -0.3%
AGA
1388
Arkos Global Advisors
Texas
$550K +$284K +3,253 +107%
VNB
1389
Virginia National Bank
Virginia
$549K -$9.67K -111 -2%
CT
1390
Colonial Trust
South Carolina
$549K +$549K +6,298 New
SAMT
1391
Select Asset Management & Trust
Pennsylvania
$547K +$330K +3,788 +152%
PFA
1392
Professional Financial Advisors
Nebraska
$543K +$1.66K +19 +0.3%
DWM
1393
Doyle Wealth Management
Florida
$542K -$34.2K -393 -6%
D
1394
Dentgroup
Louisiana
$542K +$66.4K +741 +14%
DCM
1395
Donaldson Capital Management
Indiana
$541K -$12K -138 -2%
BI
1396
Ballast Inc
Kentucky
$539K -$27.9K -320 -5%
AWM
1397
Avondale Wealth Management
Texas
$538K +$245K +2,809 +83%
PWP
1398
Perfromance Wealth Partners
Illinois
$537K +$1.92K +22 +0.4%
F
1399
F3Logic
Minnesota
$536K +$29.1K +337 +6%
VC
1400
Veracity Capital
Georgia
$536K +$84K +963 +19%