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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 %
FSC
126
Full Sail Capital
Oklahoma
$37.2M +$8.65M +99,181 +30%
GT
127
Glenview Trust
Kentucky
$36.9M +$9.11M +104,467 +33%
VA
128
Valmark Advisers
Ohio
$36.5M -$438K -5,026 -1%
UBV
129
United Bank (Virginia)
Virginia
$36.1M -$525K -6,018 -1%
ODIJL
130
One Day In July LLC
Vermont
$36.1M +$3.87M +44,388 +12%
SWP
131
Stratos Wealth Partners
Ohio
$36M -$220K -2,526 -0.6%
Brown Advisory
132
Brown Advisory
Maryland
$35.7M +$973K +11,162 +3%
FLPIM
133
F.L. Putnam Investment Management
Massachusetts
$35.4M -$387K -4,442 -1%
NQWM
134
Northwest Quadrant Wealth Management
Oregon
$35.3M +$762K +8,734 +2%
CPSAC
135
Chas P. Smith & Associates (CPS)
Florida
$35.3M -$638K -7,323 -2%
GWM
136
Geneos Wealth Management
Colorado
$35M -$1.11M -12,692 -3%
AWS
137
Atria Wealth Solutions
New York
$34.9M +$8.96M +102,770 +35%
CA
138
Cetera Advisors
Colorado
$34.7M +$1.81M +20,816 +6%
MIA
139
MainStreet Investment Advisors
Illinois
$34.6M
SW
140
SVB Wealth
Massachusetts
$34.5M +$3.74M +42,853 +12%
BSB
141
Bangor Savings Bank
Maine
$34.3M +$708K +8,119 +2%
TF
142
TIAA FSB
Florida
$34.3M -$675K -7,736 -2%
CI
143
Conning Inc
Connecticut
$33.9M +$227K +2,602 +0.7%
WA
144
Wealth Architects
California
$33.9M +$193K +2,208 +0.6%
TC
145
Telemus Capital
Michigan
$33.6M +$7.3M +83,727 +28%
KA
146
Klingman & Associates
New York
$33.5M -$700K -8,031 -2%
CIBC Private Wealth Group
147
CIBC Private Wealth Group
Georgia
$32.6M -$23.8K -273 -0.1%
WFA
148
Wipfli Financial Advisors
Wisconsin
$32.5M +$3.84M +44,067 +13%
Qube Research & Technologies (QRT)
149
Qube Research & Technologies (QRT)
United Kingdom
$32.5M +$2.28M +26,183 +8%
AF
150
Arrow Financial
New York
$32M -$333K -3,820 -1%