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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 %
PAIM
1976
Punch & Associates Investment Management
Minnesota
$110K -$189 -2 -0.2%
RA
1977
Rise Advisors
New York
$109K +$11K +116 +11%
BONH
1978
Bank of New Hampshire
New Hampshire
$109K
EWM
1979
Endurance Wealth Management
Rhode Island
$108K +$7.11K +75 +7%
SCA
1980
Stonebridge Capital Advisors
Minnesota
$105K +$72.6K +767 +222%
PWMG
1981
Prestige Wealth Management Group
New Jersey
$105K +$105K +1,109 New
CDIA
1982
Capital Directions Investment Advisors
Georgia
$104K +$104K +1,102 New
GKIM
1983
GW&K Investment Management
Massachusetts
$104K +$104K +1,094 New
WTA
1984
Washington Trust Advisors
Massachusetts
$102K -$289K -3,055 -74%
BWL
1985
Bogart Wealth LLC
Virginia
$98.2K -$69.7K -737 -42%
OLVIG
1986
Oliver Lagore Vanvalin Investment Group
Michigan
$97.4K -$97.1K -1,026 -50%
MSCM
1987
McElhenny Sheffield Capital Management
Texas
$96.4K +$96.4K +1,019 New
Kayne Anderson Rudnick Investment Management
1988
Kayne Anderson Rudnick Investment Management
California
$96.1K
AIA
1989
Armor Investment Advisors
North Carolina
$93.3K
AIM
1990
Axiom Investment Management
New York
$92.3K -$76.8K -812 -45%
IA
1991
IFS Advisors
Kansas
$92.2K
KFP
1992
KB Financial Partners
New Jersey
$92K
MBFW
1993
Morton Brown Family Wealth
Pennsylvania
$91.8K -$16.1K -170 -15%
DJSG
1994
D.J. St. Germain
Massachusetts
$91.3K +$91.3K +965 New
DCM
1995
Disciplina Capital Management
Tennessee
$89.8K -$6.25K -66 -7%
JGIA
1996
Jackson Grant Investment Advisers
Connecticut
$88.8K +$379 +4 +0.4%
MIM
1997
MTM Investment Management
South Carolina
$88.4K
MWM
1998
MinichMacGregor Wealth Management
New York
$85.7K +$85.7K +906 New
TSW
1999
Thompson Siegel & Walmsley
Virginia
$82K
SFCL
2000
Strengthening Families & Communities LLC
Massachusetts
$79K +$376 +4 +0.5%