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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 %
WBC
1951
West Branch Capital
Massachusetts
$167K +$95 +1 +0.1%
RFA
1952
Register Financial Advisors
Georgia
$165K +$165K +1,746 New
IRAG
1953
Investment Research & Advisory Group
Georgia
$163K
OIA
1954
Optimum Investment Advisors
Illinois
$154K
HWA
1955
HHM Wealth Advisors
Tennessee
$150K -$18.5K -196 -11%
AA
1956
Addison Advisors
Vermont
$147K +$473 +5 +0.3%
FFC
1957
First Financial Corp
Indiana
$146K
MCM
1958
MV Capital Management
Maryland
$145K +$4.73K +50 +3%
LCOV
1959
London Company of Virginia
Virginia
$143K +$143K +1,515 New
DAC
1960
Dividend Assets Capital
South Carolina
$143K
RDIA
1961
RE Dickinson Investment Advisors
Iowa
$142K +$66.5K +701 +88%
WWM
1962
Wagner Wealth Management
South Carolina
$132K
FRA
1963
Front Row Advisors
California
$132K -$3.51K -37 -3%
OSAM
1964
O'Shaughnessy Asset Management
Connecticut
$131K +$13.3K +141 +11%
OIS
1965
Okabena Investment Services
Minnesota
$123K -$1.18M -12,472 -91%
LB
1966
Legacy Bridge
Iowa
$122K
FAM
1967
Family Asset Management
South Carolina
$122K +$122K +1,285 New
AWM
1968
Aspire Wealth Management
Massachusetts
$120K -$2.84K -30 -2%
GIP
1969
Granite Investment Partners
California
$120K
SWM
1970
Sugarloaf Wealth Management
Georgia
$119K -$663 -7 -0.6%
PSB
1971
Piscataqua Savings Bank
New Hampshire
$115K
MCM
1972
Manchester Capital Management
Vermont
$111K
EK
1973
Evensky & Katz
Florida
$111K -$7.68K -81 -6%
POIA
1974
Pin Oak Investment Advisors
Texas
$111K +$19K +201 +21%
GFPC
1975
Global Financial Private Client
Florida
$110K -$141K -1,495 -56%