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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 %
RWB
376
RMR Wealth Builders
New Jersey
$13M +$1.86M +17,218 +17%
SG
377
StoneX Group
New York
$13M +$230K +2,133 +2%
XF
378
XML Financial
Maryland
$13M -$19.4K -180 -0.1%
VBFG
379
Vishria Bird Financial Group
Tennessee
$13M +$122K +1,135 +1%
CFG
380
Compton Financial Group
Maryland
$13M +$162K +1,499 +1%
TGAM
381
TBH Global Asset Management
Tennessee
$12.9M +$1.13M +10,476 +10%
KLI
382
Kelman-Lazarov Inc
Tennessee
$12.8M +$238K +2,205 +2%
NCMW
383
Northern Capital Management (Washington)
Washington
$12.8M -$1.8M -16,724 -12%
T
384
TCWP
Ohio
$12.8M +$7.19M +66,628 +129%
NYLIM
385
New York Life Investment Management
New York
$12.7M +$11M +101,717 +634%
GIA
386
Gladstone Institutional Advisory
Florida
$12.7M +$3.49M +32,351 +38%
JWBC
387
John W. Brooker & Co
California
$12.7M +$2.58M +23,906 +26%
FVWA
388
Foster Victor Wealth Advisors
South Carolina
$12.6M +$899K +8,564 +8%
TPWA
389
TRUE Private Wealth Advisors
Oregon
$12.6M -$6.55M -63,113 -34%
BWIA
390
Bryant Woods Investment Advisors
New York
$12.6M +$188K +1,739 +2%
MIC
391
Means Investment Company
Maine
$12.5M +$333K +3,085 +3%
LNC
392
Lincoln National Corp
Pennsylvania
$12.5M +$991K +9,190 +9%
Millennium Management
393
Millennium Management
New York
$12.5M +$12.5M +116,240 New
HSBC Holdings
394
HSBC Holdings
United Kingdom
$12.4M +$258K +2,392 +2%
NCM
395
Neumann Capital Management
California
$12.4M +$259K +2,405 +2%
CA
396
Clearstead Advisors
Ohio
$12.3M +$911K +8,447 +8%
NCM
397
Noesis Capital Mangement
Florida
$12.3M -$1.37M -12,732 -10%
GPA
398
Guidance Point Advisors
Massachusetts
$12.3M +$619K +5,694 +5%
HCP
399
Holt Capital Partners
Texas
$12.2M +$796K +7,375 +7%
LBC
400
Lowe Brockenbrough & Co
Virginia
$12.1M +$522K +4,839 +4%