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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 %
FRA
1401
FFG Retirement Advisors
Colorado
$724K +$724K +7,646 New
CMI
1402
Clare Market Investments
Texas
$718K +$38.5K +407 +6%
WCM
1403
WealthBridge Capital Management
Ohio
$717K -$14.7K -155 -2%
WA
1404
Wealth Advisors
California
$716K
OWA
1405
Outlook Wealth Advisors
Texas
$715K -$14.8K -156 -2%
WE
1406
Wealth Effects
Massachusetts
$715K +$715K +7,556 New
AW
1407
Avion Wealth
Texas
$715K
PI
1408
Pachira Investments
California
$715K +$25.9K +274 +4%
JCM
1409
Janney Capital Management
Pennsylvania
$713K +$64K +676 +10%
FCFC
1410
First Commonwealth Financial Corp
Pennsylvania
$712K
HFS
1411
Haverford Financial Services
Pennsylvania
$710K +$29.3K +310 +4%
HT
1412
HighTower Trust
Texas
$706K +$45.1K +485 +7%
KA
1413
Kovack Advisors
Florida
$706K -$117K -1,239 -14%
WTB
1414
Washington Trust Bank
Washington
$701K -$73.7K -779 -10%
CG
1415
Caprock Group
Idaho
$698K +$269K +2,837 +62%
CTB
1416
Country Trust Bank
Illinois
$697K -$26.8K -283 -4%
MSFS
1417
Main Street Financial Solutions
Pennsylvania
$696K +$55.9K +591 +9%
MAA
1418
Matrix Asset Advisors
New York
$692K +$204K +2,153 +42%
BTWM
1419
Baker Tilly Wealth Management
Wisconsin
$692K +$34.1K +360 +5%
WQ
1420
Wealth Quarterback
New Jersey
$689K -$43.5K -460 -6%
SWM
1421
SeaCrest Wealth Management
New York
$689K +$49.4K +522 +8%
FCH
1422
Freestone Capital Holdings
Washington
$686K +$30.9K +327 +5%
DBT
1423
Dubuque Bank & Trust
Iowa
$685K -$58.9K -622 -8%
WP
1424
Westmount Partners
California
$685K +$685K +7,233 New
COCM
1425
Charter Oak Capital Management
New Hampshire
$684K -$6.81K -72 -1%