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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 %
PTB
1726
Pioneer Trust Bank
Oregon
$225K +$870 +10 +0.4%
SCM
1727
Stordahl Capital Management
Colorado
$222K -$3.31K -38 -1%
VCM
1728
Virtue Capital Management
Tennessee
$221K
WA
1729
Wambolt & Associates
Colorado
$221K +$1.13K +13 +0.5%
CBTWT
1730
Community Bank & Trust (Waco, Texas)
Texas
$219K -$34.9K -400 -14%
PWM
1731
Penobscot Wealth Management
Maine
$219K
BCA
1732
Bay Colony Advisors
Massachusetts
$218K +$218K +2,498 New
WAG
1733
Winthrop Advisory Group
Massachusetts
$216K +$21K +241 +11%
MMPW
1734
Mitchell McLeod Pugh & Williams
Alabama
$216K +$216K +2,478 New
RC
1735
Roundview Capital
New Jersey
$215K +$1.66K +19 +0.8%
TWA
1736
TCI Wealth Advisors
Arizona
$213K -$785 -9 -0.4%
NHC
1737
Nicholas Hoffman & Company
Georgia
$213K -$87 -1 -0%
TB
1738
Terril Brothers
Missouri
$213K
IC
1739
Iconiq Capital
California
$213K +$1.05K +12 +0.5%
CCMG
1740
Clark Capital Management Group
Pennsylvania
$213K +$3.57K +41 +2%
TWM
1741
Thrive Wealth Management
Pennsylvania
$213K +$19.2K +220 +10%
BFC
1742
Bedel Financial Consulting
Indiana
$213K +$213K +2,196 New
LWP
1743
Lumature Wealth Partners
Georgia
$212K -$6.99K -80 -3%
HIM
1744
Hanlon Investment Management
New Jersey
$212K +$212K +2,435 New
LWP
1745
Legacy Wealth Planning
Nevada
$211K -$8.01K -92 -4%
BCM
1746
BTR Capital Management
California
$211K +$211K +2,425 New
PIM
1747
Progressive Investment Management
Oregon
$209K
CK
1748
Cohen Klingenstein
New York
$209K
GHAM
1749
Gilman Hill Asset Management
Connecticut
$209K
NB
1750
Nicolet Bankshares
Wisconsin
$209K