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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 %
HC
1901
Hoese & Co
Minnesota
$15K
BBPWM
1902
Blue Bell Private Wealth Management
Pennsylvania
$14K +$12.7K +142 +1,014%
PP
1903
Pacifica Partners
Canada
$13K
GWA
1904
Gibson Wealth Advisors
Texas
$13K
FCT
1905
Family Capital Trust
Massachusetts
$13K +$2.12K +25 +20%
LFA
1906
Legend Financial Advisors
Pennsylvania
$11.3K +$11.3K +130 New
FSWA
1907
Financial Synergies Wealth Advisors
Texas
$11.2K
AWM
1908
Accel Wealth Management
Iowa
$11K +$2.5K +27 +29%
AIC
1909
Archer Investment Corporation
Indiana
$10.9K
MSFP
1910
Mark Sheptoff Financial Planning
Connecticut
$10K
TCM
1911
Tanaka Capital Management
New York
$10K
CMBA
1912
C.M. Bidwell & Associates
Hawaii
$10K
KLWA
1913
Kelly Lawrence W & Associates
California
$10K +$10K +112 New
LS
1914
Leelyn Smith
Illinois
$9K -$6.66K -74 -43%
CWM
1915
CarsonAllaria Wealth Management
Illinois
$9K
AP
1916
Atwood & Palmer
Missouri
$8K
VCM
1917
Versant Capital Management
Arizona
$8K
IIL
1918
Insight Inv LLC
California
$8K
PP
1919
PFS Partners
New Jersey
$7.49K
BSSFA
1920
Baron Silver Stevens Financial Advisors
Florida
$7.3K +$83 +1,741 +1%
PK
1921
Pflug Koory
Nebraska
$7K
KC
1922
Knuff & Co
California
$7K
S
1923
Surevest
California
$6K
MW
1924
Milestone Wealth
New York
$4K -$408 -5 -9%
DWP
1925
Destiny Wealth Partners
Florida
$4K