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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 %
KFP
1151
KMG Fiduciary Partners
Ohio
$1.09M -$94.4K -1,022 -8%
CL
1152
COWA LLC
Oklahoma
$1.09M -$338K -3,656 -24%
GKWIM
1153
Gerber Kawasaki Wealth & Investment Management
California
$1.09M -$129K -1,397 -11%
CWM
1154
Chemistry Wealth Management
New York
$1.09M
NLP
1155
Next Level Private
New York
$1.09M +$1.09M +11,795 New
S
1156
SignatureFD
Georgia
$1.09M -$135K -1,464 -11%
BFA
1157
Beacon Financial Advisory
Ohio
$1.08M -$17K -184 -2%
IAA
1158
Independent Advisor Alliance
North Carolina
$1.08M +$17.8K +193 +2%
ACG
1159
Allen Capital Group
Nebraska
$1.08M -$15.1K -163 -1%
SGI
1160
Summit Global Investments
Utah
$1.08M -$5.32M -57,534 -83%
LW
1161
Linscomb Wealth
Texas
$1.07M -$152K -1,643 -12%
EWM
1162
Empirical Wealth Management
Washington
$1.07M +$152K +1,650 +17%
ZIC
1163
ZWJ Investment Counsel
Georgia
$1.07M +$235K +2,549 +28%
AIS
1164
American Investment Services
Massachusetts
$1.07M +$3.24K +35 +0.3%
MFS
1165
McNamara Financial Services
Massachusetts
$1.07M +$1.07M +11,532 New
BDF
1166
Balasa Dinverno & Foltz
$1.06M -$73K -790 -6%
TCA
1167
Transcend Capital Advisors
New Jersey
$1.06M -$449K -4,858 -30%
TAM
1168
Townsend Asset Management
North Carolina
$1.06M -$34K -368 -3%
EWA
1169
Evolution Wealth Advisors
Florida
$1.06M +$59.1K +640 +6%
FCAG
1170
First Capital Advisors Group
New Jersey
$1.06M -$776K -8,396 -42%
SIA
1171
SkyView Investment Advisors
New Jersey
$1.06M -$598K -6,476 -36%
FAM
1172
Forte Asset Management
New York
$1.06M +$1.06M +11,428 New
FPS
1173
Fieldpoint Private Securities
Connecticut
$1.05M +$2.59K +28 +0.2%
SWA
1174
Strategies Wealth Advisors
Michigan
$1.05M +$171K +1,846 +19%
CF
1175
Centaurus Financial
California
$1.04M +$101K +1,096 +11%