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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 %
Toronto Dominion Bank
1551
Toronto Dominion Bank
Ontario, Canada
$367K +$35K +403 +11%
RPCA
1552
Running Point Capital Advisors
California
$366K +$366K +4,200 New
AWA
1553
Archvest Wealth Advisors
California
$365K +$84.2K +965 +30%
AWC
1554
Adamsbrown Wealth Consultants
Kansas
$362K -$210K -2,407 -37%
IC
1555
Innealta Capital
Texas
$361K +$14.2K +163 +4%
WTA
1556
Washington Trust Advisors
Massachusetts
$361K +$249K +2,855 +223%
SWM
1557
Segment Wealth Management
Texas
$360K
SMG
1558
Smart Money Group
Texas
$359K -$5.24K -60 -1%
APWA
1559
Atlas Private Wealth Advisors
New Jersey
$359K +$359K +4,123 New
FM
1560
Foster & Motley
Ohio
$358K -$15.4K -177 -4%
BWP
1561
Balboa Wealth Partners
Arizona
$358K +$358K +4,104 New
APC
1562
Aspire Private Capital
North Carolina
$356K -$34.4K -394 -9%
HWA
1563
Heartwood Wealth Advisors
Virginia
$355K -$283K -3,254 -44%
IWN
1564
Independent Wealth Network
Iowa
$355K -$7.07K -81 -2%
WFA
1565
Wells Financial Advisors
Massachusetts
$354K
DSC
1566
Duncker Streett & Co
Missouri
$353K -$157K -1,800 -31%
WH
1567
Willner & Heller
California
$353K +$3.93K +45 +1%
IIM
1568
Ipswich Investment Management
Massachusetts
$353K +$6.54K +75 +2%
THWM
1569
Taylor Hoffman Wealth Management
Virginia
$353K +$65.8K +755 +23%
SWM
1570
Seaside Wealth Management
California
$351K -$10K -103 -3%
AUB
1571
Atlantic Union Bankshares
Virginia
$351K -$2.52K -29 -0.7%
C1AG
1572
Client 1st Advisory Group
Florida
$351K +$351K +4,021 New
LFG
1573
Lockerman Financial Group
California
$349K -$11.3K -130 -3%
PGA
1574
Portland Global Advisors
Maine
$348K +$6.54K +75 +2%
FBB
1575
Fulton Breakefield Broenniman
Maryland
$347K -$249K -2,851 -42%