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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 %
PB
1026
Pinnacle Bancorp
Nebraska
$1.62M -$155K -1,672 -9%
QCIG
1027
Quad-Cities Investment Group
Iowa
$1.62M +$93.3K +1,010 +6%
SXL
1028
Summit X LLC
Missouri
$1.62M -$1.67M -18,368 -51%
ASW
1029
Astoria Strategic Wealth
Texas
$1.61M +$941K +10,181 +141%
PPP
1030
Private Portfolio Partners
New Jersey
$1.61M -$586K -6,345 -27%
CAL
1031
Capital Advisors Ltd
Ohio
$1.6M +$5.45K +59 +0.3%
JWCA
1032
J.W. Coons Advisors
Ohio
$1.6M +$185 +2 +0%
MSRPS
1033
Maryland State Retirement & Pension System
Maryland
$1.59M -$775K -8,386 -33%
KW
1034
KWB Wealth
California
$1.59M -$302K -3,266 -16%
SFM
1035
Signet Financial Management
New Jersey
$1.59M -$47.7K -516 -3%
WGCA
1036
Wolf Group Capital Advisors
Virginia
$1.59M +$17K +184 +1%
CRWM
1037
Castle Rock Wealth Management
California
$1.59M -$150K -1,599 -9%
PIM
1038
Penobscot Investment Management
Massachusetts
$1.58M
BJL
1039
Brighton Jones LLC
Washington
$1.58M +$203K +2,199 +15%
TPW
1040
TL Private Wealth
Texas
$1.57M +$1.57M +16,980 New
LDFR
1041
Lehman & Derafelo Financial Resources
Pennsylvania
$1.57M +$370 +4 +0%
TWP
1042
Total Wealth Planning
Ohio
$1.56M -$805K -8,703 -34%
Legacy Financial Group (Iowa)
1043
Legacy Financial Group (Iowa)
Iowa
$1.54M -$341K -3,687 -18%
PA
1044
Probity Advisors
Texas
$1.53M +$41.4K +448 +3%
OWP
1045
Obermeyer Wealth Partners
Colorado
$1.53M +$242K +2,622 +19%
MPM
1046
Meritage Portfolio Management
Kansas
$1.53M +$33.2K +359 +2%
IGWM
1047
ICA Group Wealth Management
Colorado
$1.53M +$969K +9,312 +174%
NL
1048
NVWM LLC
Pennsylvania
$1.52M +$754K +8,161 +98%
RWRC
1049
R.W. Roge & Company
New York
$1.52M -$89.4K -968 -6%
ACM
1050
Advisors Capital Management
New Jersey
$1.51M -$87.7K -949 -5%