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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 %
BFM
1201
Broadview Financial Management
Wisconsin
$970K +$89.4K +967 +10%
CP
1202
Capital Planning
Washington
$959K +$18.7K +202 +2%
AL
1203
ADE LLC
Maryland
$953K +$27.7K +300 +3%
KFS
1204
Kelly Financial Services
Massachusetts
$953K -$3.55M -38,384 -79%
LWM
1205
Lyell Wealth Management
California
$952K +$184K +1,995 +24%
AWM
1206
Axxcess Wealth Management
California
$950K -$284K -3,077 -23%
CHA
1207
Carmichael Hill & Associates
Maryland
$947K +$53.8K +582 +6%
RFA
1208
Resurgent Financial Advisors
Georgia
$946K -$57.8K -626 -6%
FCH
1209
Freestone Capital Holdings
Washington
$942K -$112K -1,217 -11%
ICM
1210
IMS Capital Management
Oregon
$930K -$22.5K -244 -2%
FPW
1211
Flagship Private Wealth
Massachusetts
$929K -$94K -1,017 -9%
SI
1212
Saxon Interests
Texas
$929K -$26.9K -291 -3%
BMD
1213
Better Money Decisions
New Mexico
$928K +$84.7K +917 +10%
ACP
1214
Aviance Capital Partners
Florida
$924K -$17.1K -185 -2%
PPW
1215
Pasadena Private Wealth
California
$924K
SIC
1216
Samalin Investment Counsel
New York
$924K +$45.4K +491 +5%
NS
1217
Newman & Schimel
Illinois
$923K +$4.53K +49 +0.5%
RWMH
1218
Riverpoint Wealth Management Holdings
Illinois
$922K +$99K +1,071 +12%
BFS
1219
Bickling Financial Services
Massachusetts
$921K +$1.94K +21 +0.2%
WEG
1220
World Equity Group
Illinois
$910K -$335K -3,621 -27%
FB
1221
First Bancorp
Maine
$905K -$18.5K -200 -2%
EWA
1222
ERTS Wealth Advisors
Michigan
$905K +$6.74K +73 +0.8%
PSF
1223
Pacific Sun Financial
California
$904K +$4.16K +45 +0.5%
SFP
1224
Sweet Financial Partners
Minnesota
$903K
BCMLT
1225
Beacon Capital Management LLC (Tennessee)
Tennessee
$897K