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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 %
IFWM
1701
Institute for Wealth Management
Colorado
$234K -$31.6K -363 -12%
MWM
1702
Merriman Wealth Management
Washington
$234K -$11.3K -129 -5%
SCP
1703
Syntal Capital Partners
Texas
$234K +$39.4K +451 +20%
RWG
1704
Regal Wealth Group
California
$233K -$10.9K -119 -4%
PA
1705
Parkside Advisors
California
$232K
BST
1706
Bath Savings Trust
Maine
$232K +$1.22K +14 +0.5%
BW
1707
Bison Wealth
Georgia
$232K +$204K +2,345 +742%
FP
1708
Financial Perspectives
Minnesota
$232K +$27K +310 +13%
MRCM
1709
M&R Capital Management
New Jersey
$231K +$28.1K +322 +14%
BAMG
1710
Brand Asset Management Group
Missouri
$230K
FWM
1711
ForthRight Wealth Management
Georgia
$230K +$230K +2,633 New
BWP
1712
Bernardo Wealth Planning
Pennsylvania
$229K -$20K -217 -8%
TWP
1713
Tempus Wealth Planning
California
$229K +$229K +2,630 New
PIFP
1714
Partners in Financial Planning
Virginia
$228K +$200 +2 +0.1%
AIG
1715
American International Group
New York
$228K -$585K -6,700 -72%
HWM
1716
Horizon Wealth Management
Illinois
$228K -$351K -4,034 -61%
TA
1717
Tiedemann Advisors
New York
$228K +$13.2K +153 +6%
SA
1718
SRH Advisors
Kansas
$228K +$42.6K +489 +23%
HBW
1719
Hazlett, Burt & Watson
West Virginia
$227K +$7.15K +82 +3%
MPI
1720
Mairs & Power Inc
Minnesota
$226K -$88.6K -1,015 -28%
SCM
1721
Seascape Capital Management
New Hampshire
$226K
IFS
1722
Ifrah Financial Services
Arkansas
$226K +$696 +8 +0.3%
CWM
1723
Concentric Wealth Management
California
$226K +$872 +10 +0.4%
VWM
1724
Vigilare Wealth Management
Arizona
$226K +$226K +2,591 New
PD
1725
Planning Directions
Pennsylvania
$225K -$98.9K -1,134 -31%