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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 %
MPW
1776
Monterey Private Wealth
California
$290K +$290K +3,064 New
KTC
1777
Kistler-Tiffany Companies
Pennsylvania
$289K +$7.67K +81 +3%
IFS
1778
Ifrah Financial Services
Arkansas
$289K +$43K +454 +17%
PWM
1779
Paulson Wealth Management
Illinois
$289K -$5.02K -53 -2%
BTW
1780
Boston Trust Walden
Massachusetts
$287K
NFP
1781
Narus Financial Partners
Utah
$287K -$34.5K -365 -11%
AWM
1782
Avondale Wealth Management
Texas
$286K -$298K -3,150 -51%
FCA
1783
Fortis Capital Advisors
Kansas
$286K +$286K +3,025 New
EP
1784
EPIQ Partners
Minnesota
$285K
BST
1785
Bath Savings Trust
Maine
$285K +$33.2K +351 +13%
AWM
1786
Arista Wealth Management
Nevada
$284K +$284K +3,006 New
WB
1787
Webster Bank
Connecticut
$284K
SCM
1788
Shelton Capital Management
Colorado
$284K
SAM
1789
Selway Asset Management
$284K
CAM
1790
Clark Asset Management
New Hampshire
$284K +$284K +2,997 New
SBIA
1791
Sheaff Brock Investment Advisors
Indiana
$283K +$2.75K +29 +1%
CWM
1792
Collaborative Wealth Management
Florida
$283K -$2.27K -24 -0.8%
GP
1793
Girard Partners
Pennsylvania
$281K -$62.2K -657 -18%
ECM
1794
Elgethun Capital Management
South Dakota
$281K +$281K +2,976 New
BCA
1795
Bay Colony Advisors
Massachusetts
$280K +$43.3K +457 +18%
PP
1796
Patten & Patten
Tennessee
$279K +$53.9K +569 +24%
GC
1797
Gratus Capital
Georgia
$279K +$279K +2,944 New
TBC
1798
Ted Buchan & Co
California
$277K +$277K +2,930 New
SSC
1799
Syverson Strege & Co
Iowa
$276K
FSG
1800
Financial Strategies Group
Michigan
$275K +$275K +2,910 New