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iShares Core S&P Small-Cap ETF

2,052 hedge funds and large institutions have $50.2B invested in iShares Core S&P Small-Cap ETF in 2022 Q1 according to their latest regulatory filings, with 140 funds opening new positions, 971 increasing their positions, 735 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,052
Holders Change
+11
Holders Change %
+0.54%
% of All Funds
32.47%
Holding in Top 10
351
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.57%
% of All Funds
5.55%
New
140
Increased
971
Reduced
735
Closed
103
Calls
$65.5M
Puts
$101M
Net Calls
-$35.7M
Net Calls Change
+$233M
Name Holding Trade Value Shares
Change
Shares
Change %
GT
226
Glenview Trust
Kentucky
$23.5M +$2.49M +23,124 +12%
LPT
227
Legacy Private Trust
Wisconsin
$23.4M -$437K -4,051 -2%
ASN
228
Advisory Services Network
Georgia
$23.4M +$5.83M +54,058 +33%
OC
229
Oppenheimer & Co
New York
$23.3M +$1.13M +10,471 +5%
GL
230
Graypoint LLC
New York
$23.3M +$2.96M +27,443 +15%
WWM
231
Windsor Wealth Management
Indiana
$23.3M -$431K -4,139 -2%
SB
232
Simmons Bank
Arkansas
$23.2M -$211K -1,959 -0.9%
BHWM
233
Bar Harbor Wealth Management
New Hampshire
$23.2M -$91.6K -849 -0.4%
VOYA Investment Management
234
VOYA Investment Management
Georgia
$23.1M +$897K +8,313 +4%
WP
235
WealthSource Partners
California
$23M -$608K -5,633 -3%
SWPG
236
Strategic Wealth Partners Group
Illinois
$23M +$239K +2,215 +1%
RSWM
237
Robertson Stephens Wealth Management
California
$22.9M +$13.2M +122,108 +135%
FCI
238
Financial Counselors Inc
Kansas
$22.8M +$1.43M +13,301 +7%
CMA
239
Cedar Mountain Advisors
Oregon
$22.7M +$54.4K +504 +0.2%
LP
240
LGL Partners
Pennsylvania
$22.7M +$135K +1,248 +0.6%
SMC
241
Smith, Moore & Co
Missouri
$22.4M +$472K +4,373 +2%
BOS
242
Bank of Stockton
California
$22.3M -$245K -2,269 -1%
MHS
243
M Holdings Securities
Oregon
$22.1M +$22.1M +204,947 New
FFS
244
Founders Financial Securities
Maryland
$21.9M +$7.11M +65,865 +48%
TFO
245
Tarbox Family Office
California
$21.7M -$163K -1,508 -0.7%
SFS
246
Summit Financial Strategies
Ohio
$21.7M -$228K -2,118 -1%
AI
247
Atria Investments
North Carolina
$21.2M -$684K -6,344 -3%
RCA
248
Resonant Capital Advisors
Wisconsin
$21.1M -$663K -6,079 -3%
LSAG
249
Lake Street Advisors Group
New Hampshire
$21M +$272K +2,524 +1%
CFGS
250
Concourse Financial Group Securities
Alabama
$20.9M -$5.02M -46,548 -19%