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iShares Core S&P Small-Cap ETF

1,976 hedge funds and large institutions have $42B invested in iShares Core S&P Small-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 898 increasing their positions, 768 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,976
Holders Change
-76
Holders Change %
-3.7%
% of All Funds
33.41%
Holding in Top 10
329
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-6.27%
% of All Funds
5.56%
New
91
Increased
898
Reduced
768
Closed
136
Calls
$18.1M
Puts
$9.75M
Net Calls
+$8.35M
Net Calls Change
+$44.1M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
276
Abound Wealth Management
Tennessee
$16M +$266K +2,875 +2%
MMFA
277
Main Management Fund Advisors
California
$15.9M +$15.9M +172,200 New
HG
278
Harbor Group
New Hampshire
$15.7M +$173K +1,874 +1%
SL
279
Salomon & Ludwin
Virginia
$15.7M +$2.97M +32,116 +23%
ASN
280
Advisory Services Network
Georgia
$15.5M -$4.51M -48,801 -23%
LF
281
Lee Financial
Texas
$15.5M +$9.99M +108,084 +183%
GG
282
Gofen & Glossberg
Illinois
$15.3M +$2.03K +22 +0%
FWM
283
FFT Wealth Management
Pennsylvania
$15.3M -$460K -4,975 -3%
CA
284
Capital Advantage
California
$15.2M +$258K +2,790 +2%
CFGS
285
Concourse Financial Group Securities
Alabama
$15.1M -$2.86M -30,998 -16%
HWA
286
Hilltop Wealth Advisors
North Carolina
$14.9M +$353K +3,824 +2%
MHS
287
M Holdings Securities
Oregon
$14.8M -$4.12M -44,570 -22%
CS
288
Credit Suisse
Switzerland
$14.7M +$457K +4,946 +3%
ATPW
289
Ashton Thomas Private Wealth
Arizona
$14.7M +$494K +5,350 +3%
ETS
290
ESL Trust Services
New York
$14.7M +$194K +2,095 +1%
IA
291
IFP Advisors
Florida
$14.6M
GRP
292
Global Retirement Partners
California
$14.6M -$39.1K -423 -0.3%
VFIC
293
Valley Forge Investment Consultants
Pennsylvania
$14.6M -$147K -1,595 -1%
T
294
TrueFG
Texas
$14.6M +$375K +4,054 +3%
CRC
295
Curi RMB Capital
Illinois
$14.5M +$318K +3,442 +2%
LFS
296
Lutz Financial Services
Nebraska
$14.4M -$732K -7,922 -5%
KWMG
297
King Wealth Management Group
Florida
$14.3M -$261K -2,821 -2%
CS
298
Comerica Securities
Michigan
$14.3M -$3.56M -38,497 -20%
PMG
299
ProVise Management Group
Florida
$14.3M -$634K -6,860 -4%
FHC
300
Fort Henry Capital
West Virginia
$14.3M +$492K +5,320 +4%