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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 %
BC
801
Brio Consultants
California
$2.93M -$7.22M -78,379 -71%
PP
802
PrairieView Partners
Minnesota
$2.93M -$293K -3,167 -9%
FAIM
803
Financial Advocates Investment Management
Washington
$2.92M -$1.3M -14,107 -31%
MOACM
804
Mutual of America Capital Management
New York
$2.88M +$640K +6,928 +29%
TWA
805
TPB Wealth Advisors
Texas
$2.88M -$306K -3,305 -10%
CHC
806
City Holding Co
West Virginia
$2.86M +$200K +2,166 +8%
CWA
807
Canvas Wealth Advisors
Kansas
$2.86M +$551K +5,965 +24%
CAM
808
Cozad Asset Management
Illinois
$2.85M +$106K +1,147 +4%
SAS
809
Sanford Advisory Services
Michigan
$2.84M -$28.6K -309 -1%
First Manhattan
810
First Manhattan
New York
$2.83M +$41.5K +449 +1%
PWW
811
Pettyjohn Wood & White
Virginia
$2.83M +$143K +1,542 +5%
AFC
812
AFT Forsyth & Company
Florida
$2.82M -$29K -314 -1%
MWM
813
MorganRosel Wealth Management
Colorado
$2.82M +$47.9K +518 +2%
HGWM
814
Harvest Group Wealth Management
Massachusetts
$2.8M +$146K +1,448 +6%
USAA
815
United Services Automobile Association
Texas
$2.79M -$75.5K -817 -3%
WMP
816
Wealth Management Partners
Arizona
$2.78M -$278K -3,000 -9%
AMG
817
Asset Management Group
Connecticut
$2.78M +$647 +7 +0%
HFW
818
Horizon Family Wealth
Illinois
$2.78M +$147K +1,588 +6%
MI
819
Moneywise Inc
Virginia
$2.78M -$724K -7,832 -21%
CWM
820
Capital Wealth Management
Rhode Island
$2.76M +$218K +2,363 +9%
MWAM
821
Manhattan West Asset Management
California
$2.75M -$411K -4,453 -13%
CST
822
Charles Schwab Trust
Nevada
$2.75M -$198K -2,141 -7%
AWA
823
Arete Wealth Advisors
Illinois
$2.75M -$536K -5,804 -16%
OBGC
824
O'Brien Greene & Co
Pennsylvania
$2.73M +$749K +8,110 +38%
HIMC
825
Heritage Investors Management Corp
Maryland
$2.72M +$24.7K +267 +0.9%