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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 %
AWA
1626
Alta Wealth Advisors
Massachusetts
$303K +$1.22K +14 +0.4%
NFSG
1627
Newbridge Financial Services Group
Florida
$302K -$23.5K -269 -7%
ACP
1628
Arcus Capital Partners
Georgia
$302K
ORC
1629
O'Rourke & Company
Massachusetts
$297K -$37.9K -435 -11%
NFP
1630
Narus Financial Partners
Utah
$296K +$296K +3,395 New
PCM
1631
Poehling Capital Management
Wisconsin
$296K
FAM
1632
Formidable Asset Management
Ohio
$296K
MAP
1633
Milestone Advisory Partners
North Carolina
$295K
VI
1634
Vestcor Inc
New Brunswick, Canada
$294K
LFG
1635
Larson Financial Group
Missouri
$293K +$15.3K +175 +5%
FDCC
1636
Foster Dykema Cabot & Co
Massachusetts
$292K
WAAG
1637
Wealth Alliance Advisory Group
Kansas
$290K -$5.1M -58,519 -95%
CFA
1638
Camarda Financial Advisors
Florida
$289K -$783 -9 -0.3%
TIAM2
1639
Tru Independence Asset Management 2
Oregon
$289K +$97.6K +1,120 +51%
LWM
1640
Laidlaw Wealth Management
New York
$288K -$524K -6,011 -65%
AC
1641
AlphaCore Capital
California
$288K -$295K -3,384 -51%
EHC
1642
Everett Harris & Co
California
$287K
CWM
1643
Circle Wealth Management
New Jersey
$285K
AFAS
1644
Acorn Financial Advisory Services
Virginia
$285K +$30.5K +350 +12%
FA
1645
FC Advisory
Pennsylvania
$284K +$44.9K +515 +19%
DP
1646
DDD Partners
Washington
$283K
RJTCONH
1647
Raymond James Trust Company of New Hampshire
New Hampshire
$283K +$6.9K +79 +2%
SP
1648
Successful Portfolios
Florida
$282K -$9.77K -112 -3%
HT
1649
Heritage Trust
Oklahoma
$281K -$24.4K -280 -8%
TW
1650
Towerpoint Wealth
California
$279K +$8.21K +94 +3%