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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 %
CM
1476
Columbus Macro
Pennsylvania
$443K +$443K +5,079 New
SBWIC
1477
Schaper Benz & Wise Investment Counsel
Wisconsin
$440K -$59.2K -678 -12%
AF
1478
Alerus Financial
North Dakota
$440K +$11.7K +134 +3%
USCWA
1479
U.S. Capital Wealth Advisors
Texas
$436K -$21.9K -251 -5%
LCM
1480
Linker Capital Management
Kentucky
$436K
EWP
1481
Engrave Wealth Partners
Texas
$436K +$6.8K +78 +2%
IP
1482
Investment Partners
Ohio
$434K +$155K +1,785 +56%
IWA
1483
Intercontinental Wealth Advisors
Texas
$431K +$66.9K +767 +18%
DI
1484
DAGCO Inc
Ohio
$430K -$10.9K -125 -2%
AIM
1485
Alhambra Investment Management
Florida
$430K +$16.1K +185 +4%
IA
1486
Inspire Advisors
Idaho
$430K +$23.1K +265 +6%
GAG
1487
GM Advisory Group
New York
$429K +$135K +1,548 +46%
RIL
1488
Rothschild Investment LLC
Illinois
$428K +$87 +1 +0%
GC
1489
GFG Capital
Florida
$428K +$31.2K +358 +8%
SAS
1490
Stelac Advisory Services
New York
$427K
FAG
1491
Fortitude Advisory Group
Washington
$427K
TFS
1492
TrustCore Financial Services
Tennessee
$426K -$618K -7,092 -59%
WFA
1493
WMG Financial Advisors
Tennessee
$426K -$14.6K -168 -3%
CIAS
1494
CBIZ Investment Advisory Services
Ohio
$425K
LCM
1495
Leisure Capital Management
California
$423K
BAS
1496
Brown Advisory Securities
Maryland
$420K -$1.01M -11,531 -71%
KSWA
1497
Kathleen S. Wright Associates
Pennsylvania
$419K +$15K +172 +4%
NPP
1498
New Potomac Partners
Maryland
$415K +$3.4K +39 +0.8%
SQA
1499
Simon Quick Advisors
New Jersey
$415K +$32.5K +373 +8%
CSWM
1500
Cassady Schiller Wealth Management
Ohio
$414K -$872 -10 -0.2%