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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 %
LNB
1526
Ledyard National Bank
$386K -$22.4K -257 -5%
BWP
1527
Baldwin Wealth Partners
Massachusetts
$384K -$2.62K -30 -0.7%
FCM
1528
Firestone Capital Management
Florida
$384K
PCA
1529
Peddock Capital Advisors
Massachusetts
$384K +$87 +1 +0%
NIC
1530
Northwest Investment Counselors
Oregon
$380K +$119K +1,360 +45%
FA
1531
Fermata Advisors
California
$379K +$94.5K +1,084 +33%
HI
1532
HBK Investments
Texas
$379K +$379K +4,343 New
WWP
1533
WR Wealth Planners
Missouri
$378K +$785 +9 +0.2%
HCMT
1534
Highland Capital Management (Tennessee)
Tennessee
$377K -$67.9K -778 -15%
TFA
1535
Teamwork Financial Advisors
Texas
$377K +$16.3K +187 +5%
HWM
1536
Howard Wealth Management
Connecticut
$377K +$87.7K +1,007 +30%
GAMC
1537
Garner Asset Management Corp
Texas
$375K
HBWM
1538
Hollow Brook Wealth Management
New York
$375K
LA
1539
Latitude Advisors
Florida
$375K +$2.97K +34 +0.8%
SAM
1540
Seelaus Asset Management
New Jersey
$375K +$36.5K +418 +11%
HIC
1541
Hartline Investment Corp
Illinois
$375K +$375K +4,296 New
MIM
1542
Macroview Investment Management
Maryland
$374K -$52.2K -600 -12%
AP
1543
Adero Partners
California
$371K -$1.12K -12 -0.3%
NWM
1544
NEIRG Wealth Management
Massachusetts
$370K -$24.1K -277 -6%
SRC
1545
Sage Rhino Capital
California
$370K
PHIC
1546
Pine Haven Investment Counsel
Massachusetts
$369K
EBA
1547
Eagle Bay Advisors
New York
$369K +$24.9K +286 +7%
ACM
1548
AlphaStar Capital Management
North Carolina
$368K -$159K -1,826 -30%
H6H
1549
Hightower 6M Holding
Kansas
$368K -$24.8K -284 -6%
FF
1550
FourThought Financial
Florida
$367K -$17.2K -197 -4%