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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 %
HCA
1701
Horan Capital Advisors
Ohio
$352K -$21.6K -228 -6%
RLWM
1702
RF&L Wealth Management
Massachusetts
$351K +$351K +3,709 New
RFWA
1703
RPg Family Wealth Advisory
Massachusetts
$350K -$37.9K -400 -10%
SEP
1704
Southland Equity Partners
Missouri
$349K -$77K -814 -18%
CIAS
1705
CBIZ Investment Advisory Services
Ohio
$348K -$113K -1,195 -25%
HPA
1706
High Probability Advisors
New York
$348K
ST
1707
Sentinel Trust
Texas
$348K
LOPW
1708
Live Oak Private Wealth
North Carolina
$347K +$5.21K +55 +2%
GWM
1709
GDS Wealth Management
Texas
$346K -$189 -2 -0.1%
MFWP
1710
Mosaic Family Wealth Partners
Missouri
$346K +$346K +3,644 New
AP
1711
Adero Partners
California
$346K -$32.3K -341 -9%
PNC
1712
Park National Corp
Ohio
$343K +$343K +3,624 New
SWM
1713
Seaside Wealth Management
California
$341K -$852 -9 -0.2%
AIFAIM
1714
American Institute for Advanced Investment Management
Arizona
$341K
ACM
1715
Argent Capital Management
Missouri
$341K +$117K +1,237 +52%
MJRIC
1716
Mogy Joel R Investment Counsel
California
$338K
NCG
1717
Newport Capital Group
New Jersey
$338K -$368K -3,893 -52%
MMHP
1718
Murphy Middleton Hinkle & Parker
Georgia
$336K -$383K -4,052 -53%
SC
1719
Sinecera Capital
Texas
$335K
NFA
1720
Northern Financial Advisors
Michigan
$334K +$334K +3,529 New
HFG
1721
Heron Financial Group
New York
$334K
MRCM
1722
M&R Capital Management
New Jersey
$334K +$82.7K +874 +33%
TA
1723
TruWealth Advisors
Louisiana
$333K -$1.89K -20 -0.6%
ULWM
1724
Upper Left Wealth Management
Florida
$333K -$29.7K -314 -8%
EHC
1725
Everett Harris & Co
California
$331K +$18.9K +200 +6%