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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 %
JWCA
601
J.W. Cole Advisors
Florida
$5.35M +$234K +2,532 +5%
PA
602
PSI Advisors
Florida
$5.33M -$327K -3,538 -6%
BWFA
603
Baltimore-Washington Financial Advisors
Maryland
$5.33M +$512K +5,542 +11%
CA
604
CoreCap Advisors
Michigan
$5.32M +$354K +3,831 +7%
ABC
605
Associated Banc-Corp
Wisconsin
$5.32M +$122K +1,323 +2%
PBO
606
Peoples Bank (Ohio)
Ohio
$5.31M -$218K -2,364 -4%
AFG
607
Arkansas Financial Group
Arkansas
$5.28M +$194K +2,104 +4%
RC
608
Rovin Capital
Arizona
$5.27M -$3.76M -40,648 -42%
RTS
609
Round Table Services
New Jersey
$5.27M +$1.41M +15,209 +36%
KWM
610
Kingsview Wealth Management
Oregon
$5.17M +$460K +4,973 +10%
TVAMP
611
Tennessee Valley Asset Management Partners
Tennessee
$5.16M +$237K +2,570 +5%
BCM
612
Boltwood Capital Management
California
$5.13M +$276K +2,992 +6%
MWP
613
Madison Wealth Partners
Wisconsin
$5.11M +$233K +2,517 +5%
CC
614
Courier Capital
New York
$5.09M -$305K -3,295 -6%
PAG
615
Private Advisory Group
Washington
$5.05M -$2.82M -30,534 -36%
SFG
616
Snider Financial Group
Washington
$5.03M +$197K +2,133 +4%
FWM
617
Focused Wealth Management
New York
$5.01M -$1.44M -15,578 -22%
CAG
618
Csenge Advisory Group
Florida
$5.01M -$1.82M -19,672 -27%
CPW
619
Crestmont Private Wealth
Texas
$4.99M +$268K +2,895 +6%
EW
620
Element Wealth
Mississippi
$4.96M -$42.6K -461 -0.9%
SIM
621
Stratos Investment Management
Ohio
$4.96M +$255K +2,757 +5%
HR
622
Howe & Rusling
New York
$4.95M +$218K +2,364 +5%
OGF
623
Orin Green Financial
California
$4.93M +$187K +2,031 +4%
DWM
624
Darwin Wealth Management
Florida
$4.88M -$703K -6,963 -13%
FCFS
625
First Command Financial Services
Texas
$4.87M -$376K -4,068 -7%