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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 %
APWM
1426
Atlas Private Wealth Management
New York
$684K -$33.8K -357 -5%
KP
1427
Keel Point
Alabama
$682K +$11.3K +119 +2%
LF
1428
LifeSteps Financial
California
$682K -$334K -3,527 -33%
SCG
1429
Sonata Capital Group
Washington
$681K -$33.9K -358 -5%
BWA
1430
Bordeaux Wealth Advisors
California
$680K
WLIM
1431
White Lighthouse Investment Management
Massachusetts
$679K +$63.3K +669 +10%
AIG
1432
American International Group
New York
$678K +$431K +4,550 +174%
PA
1433
Procyon Advisors
Connecticut
$677K +$124K +1,309 +22%
HVIA
1434
Hudson Valley Investment Advisors
New York
$672K -$5.11K -54 -0.8%
CPA
1435
Cardiff Park Advisors
California
$671K +$4.35K +46 +0.7%
VC
1436
Veracity Capital
Georgia
$670K +$88.4K +934 +15%
PWM
1437
PBMares Wealth Management
Virginia
$669K +$161K +1,706 +32%
TW
1438
Transform Wealth
Colorado
$669K -$3.35M -35,381 -83%
SFO
1439
Stokes Family Office
Louisiana
$669K -$147K -1,549 -18%
AWM
1440
Accurate Wealth Management
Florida
$662K +$131K +1,333 +25%
FB
1441
Fulton Bank
Pennsylvania
$661K +$661K +6,984 New
MWM
1442
Maripau Wealth Management
Indiana
$660K -$126K -1,277 -16%
Fayez Sarofim & Co
1443
Fayez Sarofim & Co
Texas
$659K -$32.8K -347 -5%
TWP
1444
Total Wealth Planning
Ohio
$655K -$41.4K -437 -6%
OC
1445
Oakworth Capital
Alabama
$649K +$6.34K +67 +1%
WFA
1446
Wells Financial Advisors
Massachusetts
$648K +$263K +2,783 +69%
RW
1447
Regimen Wealth
Georgia
$647K +$647K +6,837 New
BC
1448
Barrett & Company
Rhode Island
$647K
GWM
1449
Greenhouse Wealth Management
Connecticut
$644K +$21.7K +229 +3%
RWM
1450
Rockwood Wealth Management
Pennsylvania
$642K -$10.3K -109 -2%