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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 %
LFA
2026
Level Financial Advisors
New York
$51K -$2.74K -29 -5%
CH
2027
Canton Hathaway
Rhode Island
$50K
CAM
2028
Costello Asset Management
Pennsylvania
$47.6K
BSWA
2029
Bromfield Sneider Wealth Advisors
Massachusetts
$46.4K +$284 +3 +0.6%
MFA
2030
McClarren Financial Advisors
Pennsylvania
$45K -$67.1K -711 -60%
BBPWM
2031
Blue Bell Private Wealth Management
Pennsylvania
$44.6K +$29.8K +315 +202%
FMP
2032
Financial Management Professionals
Texas
$43K
AIM
2033
Anchor Investment Management
South Carolina
$42.4K
EE
2034
EWG Elevate
California
$41.6K +$41.6K +440 New
LFA
2035
LGT Financial Advisors
Texas
$39.9K +$39.9K +422 New
AIM
2036
Arcadia Investment Management
Michigan
$38.8K
CPFP
2037
Clear Perspectives Financial Planning
Ohio
$37.5K +$1.7K +18 +5%
BEI
2038
Benjamin Edwards Inc
Missouri
$37K -$13.1K -139 -26%
FSWA
2039
Financial Synergies Wealth Advisors
Texas
$35.9K +$23.7K +250 +194%
LWA
2040
Lowe Wealth Advisors
Maryland
$34K
PCTC
2041
Perkins Coie Trust Company
Washington
$32K
FCMT
2042
Founders Capital Management (Texas)
Texas
$31K +$93 +1 +0.3%
DMKJ
2043
David M. Knott Jr
$30K
PK
2044
Pflug Koory
Nebraska
$30K +$22.4K +235 +294%
DI
2045
Disciplined Investments
Oklahoma
$29.1K -$18.9K -200 -39%
AWM
2046
Atticus Wealth Management
Florida
$28.5K -$1.99K -21 -7%
CBT
2047
CoreFirst Bank & Trust
Kansas
$28.4K
BFA
2048
BBJS Financial Advisors
Washington
$28.2K +$28.2K +298 New
RTC
2049
Riverview Trust Company
Washington
$28K
BCPWM
2050
Bradley & Co Private Wealth Management
Florida
$27.4K