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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 %
SWA
401
Sax Wealth Advisors
New Jersey
$10.3M +$404K +4,375 +4%
MWM
402
Marietta Wealth Management
Georgia
$10.2M +$1.15M +12,439 +13%
DAS
403
Dynamic Advisor Solutions
Arizona
$10.2M -$2.19M -23,646 -18%
SAS
404
Sage Advisory Services
Texas
$10.1M +$133K +1,435 +1%
B
405
Bailard
California
$10.1M +$386K +4,179 +4%
HSBC Holdings
406
HSBC Holdings
United Kingdom
$10.1M -$540K -5,841 -5%
RWB
407
RMR Wealth Builders
New Jersey
$10.1M -$1.09M -11,795 -10%
ERSOT
408
Employees Retirement System of Texas
Texas
$10.1M -$7.41M -80,150 -42%
NCM
409
Noesis Capital Mangement
Florida
$10.1M -$442K -4,778 -4%
Mirae Asset Global Investments
410
Mirae Asset Global Investments
South Korea
$9.98M -$5.17M -56,000 -34%
CIM
411
CIM Investment Management
Pennsylvania
$9.96M +$9.61K +104 +0.1%
CA
412
Centerpoint Advisors
Massachusetts
$9.93M -$7.39K -80 -0.1%
NL
413
Navalign LLC
California
$9.93M -$176K -1,902 -2%
PAM
414
Peninsula Asset Management
Florida
$9.9M -$167K -1,805 -2%
PHAM
415
Palisades Hudson Asset Management
Florida
$9.9M +$30.6K +331 +0.3%
SG
416
StoneX Group
New York
$9.89M -$1.26M -13,591 -11%
OCM
417
One Capital Management
California
$9.82M +$237K +2,570 +2%
FCA
418
FinTrust Capital Advisors
South Carolina
$9.77M +$3.01M +30,968 +44%
FBT
419
First Bank & Trust
South Dakota
$9.63M +$210K +2,268 +2%
GSIS
420
Global Strategic Investment Solutions
Arizona
$9.6M +$188K +2,037 +2%
CPO
421
Cerity Partners OCIO
New York
$9.59M +$496K +5,370 +5%
WAP
422
Wealthcare Advisory Partners
Pennsylvania
$9.56M +$6.95M +75,192 +266%
YIA
423
YHB Investment Advisors
Connecticut
$9.55M -$77K -833 -0.8%
HCM
424
Hudson Capital Management
New Jersey
$9.54M -$6.36M -68,872 -40%
MA
425
Montag & Associates
Georgia
$9.5M -$1.79M -19,390 -16%