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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 %
HSA
476
HBK Sorce Advisory
Pennsylvania
$7.87M -$967K -10,463 -11%
GIA
477
GHP Investment Advisors
Colorado
$7.86M +$68K +736 +0.9%
CCM
478
Condor Capital Management
New Jersey
$7.85M -$35.1K -380 -0.4%
FFN
479
Focus Financial Network
Minnesota
$7.82M -$186K -2,013 -2%
PWA
480
Physician Wealth Advisors
Utah
$7.81M +$1.79M +17,555 +30%
OPS
481
Orion Portfolio Solutions
Nebraska
$7.81M -$1.99M -21,536 -20%
RIM
482
Reynolds Investment Management
South Carolina
$7.79M -$40.4K -437 -0.5%
1832 Asset Management
483
1832 Asset Management
Ontario, Canada
$7.75M -$103K -1,110 -1%
LIA
484
LS Investment Advisors
Michigan
$7.7M +$891K +9,645 +13%
PG
485
Proffitt & Goodson
Tennessee
$7.69M +$408K +4,415 +6%
APA
486
American Portfolios Advisors
New York
$7.69M -$1.77M -19,143 -19%
MG
487
Mather Group
Illinois
$7.69M +$1.36M +14,670 +21%
FG
488
Fiduciary Group
Georgia
$7.63M +$414K +3,991 +6%
CCA
489
Column Capital Advisors
Indiana
$7.62M -$361K -3,908 -5%
IAN
490
Integrated Advisors Network
Texas
$7.58M -$20.9K -226 -0.3%
PFM
491
Parsec Financial Management
North Carolina
$7.57M +$923K +9,993 +14%
HWM
492
HighMark Wealth Management
Minnesota
$7.55M -$176K -1,901 -2%
LWANC
493
Laurel Wealth Advisors (North Carolina)
North Carolina
$7.53M +$201K +2,176 +3%
ISB
494
Iowa State Bank
Iowa
$7.48M +$551K +5,959 +8%
TIM
495
Tortoise Investment Management
New York
$7.48M +$730K +7,903 +11%
TWM
496
Tradition Wealth Management
Minnesota
$7.48M -$789K -8,533 -10%
PAS
497
Park Avenue Securities
New York
$7.45M -$75.9M -820,825 -91%
CWM
498
Congress Wealth Management
Massachusetts
$7.43M -$262K -2,839 -3%
SCA
499
Southern Capital Advisors
Tennessee
$7.43M +$139K +1,508 +2%
HAS
500
Holland Advisory Services
Florida
$7.41M +$3.44M +37,265 +87%