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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 %
WAM
201
Wallington Asset Management
Indiana
$21.6M +$86.8K +996 +0.4%
SWPG
202
Strategic Wealth Partners Group
Illinois
$21.5M +$672K +7,713 +3%
Prudential Financial
203
Prudential Financial
New Jersey
$21.2M +$5.46M +62,243 +35%
RFA
204
RTD Financial Advisors
Pennsylvania
$21.2M -$936K -10,734 -4%
TC
205
Trilogy Capital
California
$21.2M -$3.92M -44,985 -16%
HS
206
Horan Securities
United States
$21M +$1.22M +14,006 +6%
HBT
207
Hills Bank & Trust
Iowa
$20.5M +$3.67M +42,140 +22%
AWM
208
Apollon Wealth Management
South Carolina
$20.5M +$303K +3,479 +2%
OC
209
Oppenheimer & Co
New York
$20.5M +$1.38M +15,843 +7%
NA
210
Nottingham Advisors
New York
$20.4M +$5.25M +59,827 +35%
IWC
211
Integrated Wealth Concepts
Massachusetts
$20.4M +$8.36M +95,866 +70%
OIA
212
OneDigital Investment Advisors
Kansas
$20.3M +$15.2M +173,805 +293%
SPP
213
Single Point Partners
Massachusetts
$20.3M -$1.34M -15,403 -6%
EGWAG
214
Elwood & Goetz Wealth Advisory Group
Georgia
$20.1M +$507K +5,819 +3%
FA
215
Flagstar Advisors
New York
$19.9M -$839K -9,622 -4%
Wealth Enhancement Advisory Services
216
Wealth Enhancement Advisory Services
Minnesota
$19.9M -$3.63M -40,635 -15%
BOS
217
Bank of Stockton
California
$19.8M +$1.85M +21,259 +10%
AAS
218
Annex Advisory Services
Wisconsin
$19.7M -$466K -5,349 -2%
FHA
219
First Horizon Advisors
Tennessee
$19.5M -$2.11M -24,256 -10%
HCA
220
Heck Capital Advisors
Wisconsin
$19.5M +$1.09M +12,533 +6%
FCI
221
Financial Counselors Inc
Kansas
$19.5M -$48K -551 -0.2%
LSERS
222
Louisiana State Employees Retirement System
Louisiana
$19.5M +$7.91M +90,700 +68%
FHB
223
First Hawaiian Bank
Hawaii
$19.4M +$212K +2,431 +1%
WP
224
WMS Partners
Maryland
$19.2M +$8.24M +94,546 +75%
QCG
225
Quadrant Capital Group
Ohio
$19M +$2.03M +23,300 +12%