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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 %
RRA
301
Round Rock Advisors
Connecticut
$16.8M +$2.37M +21,924 +16%
CS
302
Credit Suisse
Switzerland
$16.7M -$92.5K -857 -0.6%
ATPW
303
Ashton Thomas Private Wealth
Arizona
$16.6M +$4.15M +38,506 +33%
T
304
TrueFG
Texas
$16.6M +$323K +2,995 +2%
CRC
305
Curi RMB Capital
Illinois
$16.6M +$928K +8,606 +6%
EWM
306
Executive Wealth Management
Michigan
$16.3M -$469K -4,343 -3%
PCFFS
307
Pacific Center for Financial Services
California
$16.3M +$14.6M +135,615 +891%
FSA
308
Financial Sense Advisors
California
$16.3M +$16.3M +150,829 New
FNBOH
309
First National Bank of Hutchinson
Kansas
$16.2M -$2.64M -24,444 -14%
VVP
310
Venture Visionary Partners
Ohio
$16.2M -$3.07M -28,445 -16%
FHC
311
Fort Henry Capital
West Virginia
$16.1M +$288K +2,668 +2%
HF
312
HRT Financial
New York
$16M +$16M +147,984 New
BSSFA
313
Baron Silver Stevens Financial Advisors
Florida
$15.8M -$416K -3,860 -3%
TF
314
TimeScale Financial
Massachusetts
$15.8M +$70.2K +651 +0.4%
VCM
315
Verde Capital Management
Michigan
$15.8M +$260K +2,410 +2%
SAM
316
Summit Asset Management
Tennessee
$15.8M +$436K +4,043 +3%
AFS
317
Aft Forsyth & Sober
Florida
$15.7M
NEPPG
318
New England Professional Planning Group
Rhode Island
$15.6M +$459K +4,212 +3%
GGS
319
Galvin Gaustad & Stein
Arizona
$15.6M +$244K +2,258 +2%
BWM
320
BerganKDV Wealth Management
Minnesota
$15.5M +$1.39M +12,873 +10%
KFAA
321
Klaas Financial Asset Advisors
Illinois
$15.4M +$660K +6,118 +4%
JMFC
322
J.M. Forbes & Co
Massachusetts
$15.3M +$171K +1,581 +1%
GRP
323
Global Retirement Partners
California
$15.2M +$15.2M +158,399 New
AAS
324
Ameritas Advisory Services
Nebraska
$15.2M +$233K +2,163 +2%
EA
325
Evergreen Advisors
Tennessee
$15.1M +$595K +5,514 +4%