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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 %
ZB
1476
Zions Bancorporation
Utah
$611K +$270K +2,851 +79%
AWS
1477
AJ Wealth Strategies
New York
$610K +$4.64K +49 +0.8%
TCM
1478
TD Capital Management
Tennessee
$609K +$59.3K +627 +11%
CWM
1479
C2C Wealth Management
Arizona
$608K -$297 -3 -0%
FA
1480
Financial Advisors
Massachusetts
$608K -$12.5K -132 -2%
HWA
1481
Hillcrest Wealth Advisors
New Jersey
$608K
RZH
1482
Relyea Zuckerberg Hanson
Connecticut
$607K
PTB
1483
Pioneer Trust Bank
Oregon
$604K +$360K +3,800 +147%
DIP
1484
DT Investment Partners
Pennsylvania
$600K
SSWM
1485
Smith Salley Wealth Management
North Carolina
$599K +$599K +6,333 New
BLC
1486
Brown, Lisle/Cummings
Rhode Island
$599K -$99.7K -1,053 -14%
CAM
1487
CPA Asset Management
Florida
$599K +$599K +6,327 New
MWM
1488
McNaughton Wealth Management
California
$598K -$22.1K -233 -4%
BFS
1489
Bradley Foster & Sargent
Connecticut
$596K -$1.51K -16 -0.3%
MLL
1490
Moody Lynn & Lieberson
Massachusetts
$596K
BWP
1491
BSW Wealth Partners
Colorado
$596K +$596K +6,297 New
FCM
1492
Firestone Capital Management
Florida
$591K +$174K +1,843 +42%
1WA
1493
180 Wealth Advisors
Washington
$590K +$31.5K +309 +6%
PI
1494
Parkside Investments
Illinois
$582K +$40.2K +425 +7%
CTA
1495
Colonial Trust Advisors
South Carolina
$581K +$244K +2,578 +72%
FCP
1496
Fidelis Capital Partners
Florida
$581K +$581K +5,983 New
CMP
1497
Courage Miller Partners
Virginia
$579K -$43.8K -463 -7%
IAS
1498
Insigneo Advisory Services
Florida
$578K +$578K +6,104 New
SW
1499
SlateStone Wealth
Florida
$577K +$94.8K +1,002 +20%
HCC
1500
Hirtle Callaghan & Co
Pennsylvania
$576K -$507K -5,352 -47%