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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 %
HWM
1176
Hohimer Wealth Management
Washington
$1.04M -$183K -1,980 -15%
HWMA
1177
Heritage Wealth Management (Arizona)
Arizona
$1.04M -$275K -2,979 -21%
SFI
1178
SPC Financial Inc
Maryland
$1.04M +$513K +5,552 +98%
SBH
1179
Segall Bryant & Hamill
Illinois
$1.04M +$14.8K +160 +1%
SAM
1180
Silvercrest Asset Management
New York
$1.03M -$369 -4 -0%
DW
1181
Domani Wealth
Pennsylvania
$1.03M
HFA
1182
High Falls Advisors
New York
$1.03M -$6.38M -69,045 -86%
FPGK
1183
Financial Partners Group (Kansas)
Kansas
$1.03M -$13.8K -149 -1%
CCMD
1184
Cypress Capital Management (Delaware)
Delaware
$1.03M -$91.9K -995 -8%
NCM
1185
Nelson Capital Management
California
$1.02M -$10.9K -118 -1%
JIC
1186
Joel Isaacson & Co
New York
$1.02M +$15K +162 +1%
WCWM
1187
Wooster Corthell Wealth Management
Connecticut
$1.01M -$27K -292 -3%
TC
1188
Trust Company
Kansas
$1.01M
MWM
1189
Maripau Wealth Management
Indiana
$1.01M +$250K +2,452 +33%
RPGK
1190
Retirement Planning Group (Kansas)
Kansas
$1.01M -$63.7K -689 -6%
1IA
1191
1834 Investment Advisors
Wisconsin
$1M +$56.4K +610 +6%
AOWM
1192
Alpha Omega Wealth Management
Virginia
$1M +$117K +1,268 +13%
TF
1193
Tompkins Financial
New York
$996K -$542K -5,871 -35%
LSA
1194
Lansing Street Advisors
Pennsylvania
$987K +$191K +2,068 +24%
TW
1195
Transform Wealth
Colorado
$983K +$34.5K +373 +4%
GEM
1196
Global Endowment Management
North Carolina
$980K
KA
1197
Kovack Advisors
Florida
$979K -$145K -1,566 -13%
SFG
1198
StrategIQ Financial Group
Indiana
$976K -$12.3K -133 -1%
CT
1199
Cambridge Trust
Massachusetts
$975K -$1.05M -11,388 -52%
CCG
1200
Cypress Capital Group
Florida
$971K +$21.2K +229 +2%