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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 %
Public Sector Pension Investment Board (PSP Investments)
376
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$10.9M +$3.64M +39,351 +50%
JWBC
377
John W. Brooker & Co
California
$10.9M +$26.3K +285 +0.2%
STA
378
Summit Trail Advisors
New York
$10.9M +$1.93M +20,858 +22%
GC
379
Grimes & Company
Massachusetts
$10.9M -$39.9M -432,202 -79%
KPWG
380
KFA Private Wealth Group
Virginia
$10.8M +$656K +7,103 +6%
FZCM
381
Flynn Zito Capital Management
New York
$10.8M +$10.8M +116,609 New
MIC
382
Means Investment Company
Maine
$10.7M -$50K -541 -0.5%
HCP
383
Holt Capital Partners
Texas
$10.7M +$241K +2,610 +2%
C
384
Certuity
Florida
$10.7M -$808K -8,748 -7%
NCM
385
Neumann Capital Management
California
$10.7M +$62.8K +680 +0.6%
CWA
386
Core Wealth Advisors
Florida
$10.6M -$680K -7,359 -6%
BWIA
387
Bryant Woods Investment Advisors
New York
$10.6M -$155K -1,682 -1%
WWA
388
WC Walker & Associates
California
$10.6M +$65.9K +707 +0.6%
LBC
389
Lowe Brockenbrough & Co
Virginia
$10.6M +$171K +1,846 +2%
IA
390
IFG Advisors
Missouri
$10.5M +$948K +10,254 +10%
LNC
391
Lincoln National Corp
Pennsylvania
$10.5M -$262K -2,835 -2%
HPWM
392
Highland Private Wealth Management
Washington
$10.5M +$1.68M +18,185 +19%
OPWM
393
Oakwell Private Wealth Management
Texas
$10.5M +$119K +1,291 +1%
SBL
394
Sargent Bickham Lagudis
Colorado
$10.4M +$93.5K +1,012 +0.9%
CB
395
Community Bank
New York
$10.4M +$33.1K +358 +0.3%
LC
396
LTG Capital
Massachusetts
$10.4M +$109K +1,176 +1%
MWM
397
MTC Wealth Management
Florida
$10.4M -$4.15M -44,913 -29%
BIA
398
Bell Investment Advisors
California
$10.3M +$10.3M +111,952 New
GIA
399
Gladstone Institutional Advisory
Florida
$10.3M -$531K -5,745 -5%
NYLIM
400
New York Life Investment Management
New York
$10.3M -$604K -6,531 -6%