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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 %
CC
1526
Copperleaf Capital
North Carolina
$549K -$311K -3,291 -36%
TWP
1527
Tower Wealth Partners
Pennsylvania
$549K -$3.98K -42 -0.7%
AAMA
1528
Advanced Asset Management Advisors
Ohio
$547K
LCM
1529
Leisure Capital Management
California
$546K +$86.9K +918 +19%
PAM
1530
Private Asset Management
California
$540K -$2.37K -25 -0.4%
DCM
1531
Donaldson Capital Management
Indiana
$540K -$47.8K -505 -8%
CWP
1532
Curated Wealth Partners
California
$539K -$21.2K -224 -4%
DI
1533
DDFG Inc
California
$536K +$536K +5,669 New
HNWA
1534
Henrickson Nauta Wealth Advisors
Michigan
$536K -$946 -10 -0.2%
WPC
1535
White Pine Capital
Minnesota
$534K +$17.7K +187 +3%
CCWM
1536
Cassaday & Co Wealth Management
Virginia
$533K +$533K +5,628 New
WCWM
1537
Willow Creek Wealth Management
California
$531K +$25.8K +272 +5%
MWM
1538
MY Wealth Management
Maryland
$528K +$528K +5,578 New
SW
1539
StrongBox Wealth
Missouri
$528K -$8.71K -92 -2%
PWP
1540
Principle Wealth Partners
Connecticut
$528K -$5.02K -53 -0.9%
BWCS
1541
Beirne Wealth Consulting Services
Connecticut
$528K -$81.2K -856 -13%
LMKC
1542
L.M. Kohn & Company
Ohio
$524K +$19.2K +203 +4%
VCP
1543
Vista Capital Partners
Oregon
$524K
ICG
1544
InterOcean Capital Group
Tennessee
$522K -$78K -824 -13%
MAM
1545
MMA Asset Management
Pennsylvania
$521K +$22.3K +236 +4%
BOPW
1546
Brandywine Oak Private Wealth
Pennsylvania
$520K -$31.8K -336 -6%
SFP
1547
Strategic Financial Planning
Texas
$512K -$7.57K -80 -1%
T. Rowe Price Associates
1548
T. Rowe Price Associates
Maryland
$511K +$66.2K +700 +15%
FI
1549
Financial Insights
Washington
$510K +$66.5K +703 +15%
BAM
1550
Berkshire Asset Management
Pennsylvania
$509K +$18.9K +200 +4%