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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 %
WAAG
576
Wealth Alliance Advisory Group
Kansas
$5.72M +$466K +5,039 +9%
PRA
577
Pine Ridge Advisers
New York
$5.7M +$544K +5,890 +11%
MBT
578
Montecito Bank & Trust
California
$5.7M -$428K -4,635 -7%
GWM
579
Greenwich Wealth Management
Connecticut
$5.69M -$489K -5,288 -8%
MIAN
580
Mariner Independent Advisor Network
Kansas
$5.67M -$783K -8,452 -12%
TCM
581
Traynor Capital Management
Pennsylvania
$5.65M -$1.49M -16,159 -21%
EFL
582
ERn Financial LLC
Wisconsin
$5.63M -$817K -8,835 -13%
SCA
583
Snowden Capital Advisors
New York
$5.62M -$121K -1,314 -2%
IAG
584
Investment Advisory Group
Massachusetts
$5.61M +$136K +1,466 +2%
MNBTD
585
Moody National Bank Trust Division
Texas
$5.6M -$1.25M -13,506 -18%
WB
586
WesBanco Bank
West Virginia
$5.59M +$21.9K +237 +0.4%
MWM
587
MinichMacGregor Wealth Management
New York
$5.57M -$1.64M -17,703 -23%
IA
588
IFG Advisory
Georgia
$5.56M -$377K -4,083 -6%
BA
589
Bellwether Advisors
Nebraska
$5.55M -$1.01M -10,936 -15%
RDFA
590
Ritter Daniher Financial Advisory
Ohio
$5.54M +$214K +2,320 +4%
SWA
591
SOA Wealth Advisors
New York
$5.52M -$163K -1,767 -3%
HIG
592
Heritage Investment Group
Florida
$5.51M +$29.2K +316 +0.5%
SWM
593
Shelton Wealth Management
Texas
$5.5M -$1.13M -12,209 -17%
OIA
594
OneDigital Investment Advisors
Kansas
$5.48M -$2.15M -23,312 -28%
NAG
595
Northstar Advisory Group
New Jersey
$5.47M +$2.21M +23,912 +68%
CNBTD
596
Citizens National Bank Trust Department
Mississippi
$5.45M +$1.39M +15,072 +34%
4FG
597
4Thought Financial Group
New York
$5.43M +$1.22M +13,171 +29%
FNWM
598
Financial Network Wealth Management
Utah
$5.42M -$144K -1,560 -3%
CGFA
599
Colton Groome Financial Advisors
North Carolina
$5.41M +$732K +7,918 +16%
Barclays
600
Barclays
United Kingdom
$5.36M +$153K +1,656 +3%