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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 %
BAM
701
Belpointe Asset Management
Nevada
$3.91M +$350K +3,787 +10%
PWM
702
Provident Wealth Management
Tennessee
$3.89M +$306K +3,307 +9%
HSWM
703
Hubbell Strickland Wealth Management
Louisiana
$3.86M -$25K -271 -0.6%
RWP
704
Revolve Wealth Partners
New Jersey
$3.86M +$126K +1,362 +3%
EC
705
EdgeRock Capital
Colorado
$3.82M +$3.82M +41,290 New
LA
706
Lynch & Associates
Indiana
$3.76M +$32.3K +350 +0.9%
MYIA
707
Mount Yale Investment Advisors
Colorado
$3.75M -$311K -3,370 -8%
IF
708
Intrua Financial
Texas
$3.74M -$422K -4,567 -10%
BBHC
709
Brown Brothers Harriman & Co
New York
$3.74M +$142K +1,532 +4%
EWM
710
EPG Wealth Management
Georgia
$3.7M -$105K -1,136 -3%
SEIA
711
Signature Estate & Investment Advisors
California
$3.7M +$15.5K +168 +0.4%
RBC
712
Roble Belko & Company
Pennsylvania
$3.69M +$1.47M +15,960 +67%
FNBOSM
713
First National Bank of South Miami
Florida
$3.68M +$231K +2,502 +7%
ES
714
ETF Store
Kansas
$3.68M -$72.7K -781 -2%
CCB
715
Country Club Bank
Missouri
$3.66M -$136K -1,467 -4%
KFSC
716
Keystone Financial Services (Colorado)
Colorado
$3.63M -$963K -9,531 -21%
PTC
717
Private Trust Company
Ohio
$3.61M +$3.61M +39,017 New
EFS
718
Essex Financial Services
Connecticut
$3.59M +$207K +2,238 +6%
EGP
719
Entrust Global Partners
New York
$3.58M
AWM
720
Avior Wealth Management
Nebraska
$3.58M +$66.9K +724 +2%
GC
721
Garde Capital
Washington
$3.58M +$1.45M +15,660 +68%
LC
722
Lindbrook Capital
California
$3.58M +$7.58K +82 +0.2%
GSC
723
G&S Capital
Colorado
$3.55M -$1.91M -20,616 -35%
SS
724
Sunbelt Securities
Texas
$3.54M +$1.09M +11,748 +44%
RW
725
RVW Wealth
California
$3.52M +$220K +2,381 +7%