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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 %
HPA
1601
High Probability Advisors
New York
$321K
ST
1602
Sentinel Trust
Texas
$320K
LSPW
1603
Lake Street Private Wealth
Illinois
$319K -$12.2K -140 -4%
GWM
1604
GDS Wealth Management
Texas
$319K -$3.23K -37 -1%
SIC
1605
Sterling Investment Counsel
New York
$318K -$23.1K -266 -7%
SAM
1606
S.A. Mason
Michigan
$318K +$1.74K +20 +0.6%
GP
1607
Girard Partners
Pennsylvania
$316K +$34.9K +400 +12%
LOPW
1608
Live Oak Private Wealth
North Carolina
$315K +$9.32K +107 +3%
ZB
1609
Zions Bancorporation
Utah
$314K
AIFAIM
1610
American Institute for Advanced Investment Management
Arizona
$314K
BL
1611
BFSG LLC
California
$313K +$313K +3,586 New
FH
1612
FWG Holdings
Florida
$312K -$18.5K -212 -6%
MJRIC
1613
Mogy Joel R Investment Counsel
California
$311K
AAP
1614
Arax Advisory Partners
Colorado
$311K +$4.71K +54 +2%
CTA
1615
Colonial Trust Advisors
South Carolina
$311K +$74K +848 +31%
TA
1616
TruWealth Advisors
Louisiana
$309K -$2.88K -33 -0.9%
SC
1617
Sinecera Capital
Texas
$308K -$37.3K -428 -11%
KCM
1618
Kathmere Capital Management
Pennsylvania
$308K +$71.4K +820 +30%
RPSA
1619
Richard P. Slaughter Associates
Texas
$308K +$308K +3,538 New
HFG
1620
Heron Financial Group
New York
$307K +$3.23K +37 +1%
ACA
1621
Aptus Capital Advisors
Alabama
$306K -$4.88K -56 -2%
BFG
1622
Berger Financial Group
Minnesota
$306K
CS
1623
Cannell & Spears
New York
$305K
OC
1624
Oarsman Capital
Wisconsin
$305K
GWS
1625
Glassman Wealth Services
Virginia
$304K -$60.3K -691 -17%