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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 %
CAN
2026
Claraphi Advisory Network
United States
-$204K -2,204 Closed
AFO
2027
Allie Family Office
Florida
-$203K -2,196 Closed
OR
2028
Olympiad Research
Connecticut
-$202K -2,186 Closed
C
2029
CEDRUS
Colorado
-$202K -2,182 Closed
TI
2030
Tidal Investments
Wisconsin
-$200K -2,165 Closed
WW
2031
Westshore Wealth
California
-$200K -2,162 Closed
PPW
2032
Parcion Private Wealth
Washington
-$209K -2,154 Closed
HFS
2033
Heritage Financial Services
Massachusetts
-$192K -2,083 Closed
RIM
2034
Rockbridge Investment Management
New York
-$188K -2,038 Closed
VRM
2035
Vectors Research Management
New York
-$98K -1,060 Closed
TIM
2036
Tevis Investment Management
Texas
-$77K -837 Closed
BWM
2037
BigSur Wealth Management
Florida
-$73K -786 Closed
DC
2038
Darrow Company
Massachusetts
-$63K -683 Closed
MGI
2039
MayTech Global Investments
New York
-$60K -646 Closed
CIA
2040
Cascade Investment Advisors
Oregon
-$34.3K -371 Closed
GKIM
2041
GW&K Investment Management
Massachusetts
-$33K -356 Closed
CICI
2042
Capital Investment Counsel Inc
North Carolina
-$31K -332 Closed
CIM
2043
Contravisory Investment Management
Massachusetts
-$28K -307 Closed
SFG
2044
Steward Financial Group
Texas
-$25K -276 Closed
ECM
2045
ExodusPoint Capital Management
New York
-$22K -234 Closed
CP
2046
Castleview Partners
Texas
-$20.7K -232 Closed
PWC
2047
PYA Waltman Capital
Tennessee
-$21K -223 Closed
CCM
2048
Cribstone Capital Management
Maine
-$12K -132 Closed
SIM
2049
Studio Investment Management
Illinois
-$12K -131 Closed
FBC
2050
Fairfield, Bush & Co
Connecticut
-$9K -100 Closed