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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 %
PTC
1501
Philadelphia Trust Company
Pennsylvania
$575K +$208K +2,202 +57%
PFA
1502
Professional Financial Advisors
Nebraska
$574K -$14.7K -155 -2%
BI
1503
Ballast Inc
Kentucky
$574K -$11.7K -124 -2%
SWM
1504
Selective Wealth Management
Virginia
$573K -$149K -1,493 -21%
KFI
1505
Key Financial Inc
Pennsylvania
$571K
SAMT
1506
Select Asset Management & Trust
Pennsylvania
$569K -$24.9K -263 -4%
GJIA
1507
Glass Jacobson Investment Advisors
Maryland
$568K +$568K +6,001 New
NLG
1508
New Legacy Group
New York
$568K
ACM
1509
Advisors Capital Management
New Jersey
$567K -$444K -4,689 -44%
SIC
1510
Salem Investment Counselors
North Carolina
$567K +$192K +2,025 +51%
PWP
1511
Perfromance Wealth Partners
Illinois
$564K -$18.9K -200 -3%
MCM
1512
McRae Capital Management
New Jersey
$564K +$2.93K +31 +0.5%
NWMG
1513
National Wealth Management Group
Ohio
$563K +$35K +370 +7%
DSA
1514
Droms Strauss Advisors
Missouri
$563K +$7.58K +80 +1%
ClearBridge Investments
1515
ClearBridge Investments
New York
$562K +$3.12K +33 +0.6%
FWM
1516
FMB Wealth Management
California
$562K +$562K +5,936 New
GAM
1517
Gemmer Asset Management
California
$560K -$198K -2,095 -26%
FMI
1518
Fiduciary Management Inc
Wisconsin
$556K +$556K +5,878 New
TI
1519
Truepoint Inc
Ohio
$556K -$75.7K -800 -12%
SFP
1520
Shepherd Financial Partners
Massachusetts
$556K +$2.46K +26 +0.4%
PPWP
1521
Proquility Private Wealth Partners
Nevada
$554K -$273K -2,882 -33%
EWA
1522
Exencial Wealth Advisors
Oklahoma
$554K -$78.2K -826 -12%
TFA
1523
Triad Financial Advisors
North Carolina
$552K +$4.35K +46 +0.8%
TA
1524
Trellis Advisors
Washington
$551K
KA
1525
Kearns & Associates
California
$550K