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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 %
BCM
1851
Bourgeon Capital Management
Connecticut
$53K
MCM
1852
Mill Capital Management
North Carolina
$52K -$67.2K -775 -56%
LFA
1853
Level Financial Advisors
New York
$50K -$20.1K -228 -29%
FPFS
1854
First Personal Financial Services
North Carolina
$47K +$39.2K +454 +504%
PI
1855
PFS Investments
Georgia
$46.4K -$17.4K -199,263 -27%
CH
1856
Canton Hathaway
Rhode Island
$46K
BEI
1857
Benjamin Edwards Inc
Missouri
$46K +$4.5K +52 +11%
VWM
1858
Valley Wealth Managers
New Jersey
$44K -$120K -1,368 -73%
DI
1859
Disciplined Investments
Oklahoma
$44K -$15.8K -182 -26%
CAM
1860
Costello Asset Management
Pennsylvania
$44K -$9.27K -106 -17%
Loomis, Sayles & Company
1861
Loomis, Sayles & Company
Massachusetts
$43K -$624K -7,194 -94%
BSWA
1862
Bromfield Sneider Wealth Advisors
Massachusetts
$43K
SFC
1863
SYM Financial Corp
Indiana
$42K -$13K -149 -24%
AIM
1864
Anchor Investment Management
South Carolina
$39.1K
FMP
1865
Financial Management Professionals
Texas
$39K -$118K -1,362 -75%
WIM
1866
Westside Investment Management
California
$38.4K +$4.45K +2,374 +13%
AIM
1867
Arcadia Investment Management
Michigan
$36K
BHWM
1868
Beaird Harris Wealth Management
Texas
$35K -$56.5K -639 -62%
CDIA
1869
Capital Directions Investment Advisors
Georgia
$34K -$45K -487 Closed
CPFP
1870
Clear Perspectives Financial Planning
Ohio
$33K -$17.5K -200 -35%
LPP
1871
Life Planning Partners
Florida
$32.4K +$4.36K +50 +16%
IAMOG
1872
Investors Asset Management of Georgia
Georgia
$31K
LWA
1873
Lowe Wealth Advisors
Maryland
$31K
AWM
1874
Atticus Wealth Management
Florida
$30K
SCA
1875
Stonebridge Capital Advisors
Minnesota
$30K