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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 %
APW
2001
Acima Private Wealth
Virginia
$78.6K
GWSA
2002
Global Wealth Strategies & Associates
Colorado
$78.5K +$78.5K +829 New
TAIM
2003
TD Ameritrade Investment Management
Nebraska
$77K -$25.2K -267 -25%
CYG
2004
Clean Yield Group
Vermont
$75.7K
MPCL
2005
My Personal CFO LLC
Washington
$75K +$75K +792 New
GWANC
2006
Guardian Wealth Advisors (North Carolina)
North Carolina
$74.2K +$1.33K +14 +2%
CA
2007
Corrado Advisors
New Jersey
$71.2K +$71.2K +752 New
BCV
2008
Banque Cantonale Vaudoise
Switzerland
$70K
OSNBOA
2009
Old Second National Bank of Aurora
Illinois
$69.5K
WAG
2010
Windsor Advisory Group
Ohio
$68.7K +$68.7K +725 New
QC
2011
Quent Capital
New York
$65.6K
MFA
2012
Morling Financial Advisors
California
$64.2K -$379 -4 -0.6%
SFC
2013
SYM Financial Corp
Indiana
$64K +$18.5K +195 +41%
SC
2014
Stephens Consulting
Michigan
$63.9K -$1.7K -18 -3%
BCA
2015
Bray Capital Advisors
Florida
$62.9K
GFWA
2016
Grey Fox Wealth Advisors
Delaware
$61.9K +$61.9K +654 New
Schroder Investment Management Group
2017
Schroder Investment Management Group
United Kingdom
$61.5K
MGI
2018
MayTech Global Investments
New York
$61.1K +$61.1K +646 New
WIM
2019
Westside Investment Management
California
$60.6K +$2.81K +996 +5%
BCM
2020
Bourgeon Capital Management
Connecticut
$57.2K
MCM
2021
Mill Capital Management
North Carolina
$56.8K
SVCP
2022
Silicon Valley Capital Partners
California
$54.9K +$54.9K +580 New
HCP
2023
Hexagon Capital Partners
Arkansas
$52.6K +$27.2K +287 +107%
BL
2024
Balentine LLC
Georgia
$52K -$88.3K -933 -63%
FPFS
2025
First Personal Financial Services
North Carolina
$51.5K