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iShares Core S&P Small-Cap ETF

2,052 hedge funds and large institutions have $50.2B invested in iShares Core S&P Small-Cap ETF in 2022 Q1 according to their latest regulatory filings, with 140 funds opening new positions, 971 increasing their positions, 735 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,052
Holders Change
+11
Holders Change %
+0.54%
% of All Funds
32.47%
Holding in Top 10
351
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.57%
% of All Funds
5.55%
New
140
Increased
971
Reduced
735
Closed
103
Calls
$65.5M
Puts
$101M
Net Calls
-$35.7M
Net Calls Change
+$233M
Name Holding Trade Value Shares
Change
Shares
Change %
NA
101
NewEdge Advisors
Louisiana
$59.7M -$812K -7,524 -1%
FT
102
Fiduciary Trust
Massachusetts
$59.4M -$292K -2,711 -0.5%
GC
103
Grimes & Company
Massachusetts
$59.3M -$46.8M -433,654 -44%
SSB
104
Sandy Spring Bank
Maryland
$59.2M +$2.13M +19,732 +4%
FMII
105
Farmers & Merchants Investments Inc
Nebraska
$58.8M +$5.17M +47,900 +10%
CCMG
106
Clark Capital Management Group
Pennsylvania
$57.8M -$30M -278,272 -34%
MGIA
107
Moneta Group Investment Advisors
Missouri
$57.6M +$2.66M +24,696 +5%
VFA
108
Voya Financial Advisors
Connecticut
$56.1M -$1.22M -11,231 -2%
OAM
109
Oppenheimer Asset Management
New York
$56M -$1.13M -10,470 -2%
CAPTRUST Financial Advisors
110
CAPTRUST Financial Advisors
North Carolina
$55.5M +$50.9K +472 +0.1%
BCI
111
Brinker Capital Investments
Pennsylvania
$54.4M -$479K -4,438 -0.9%
Mercer Global Advisors
112
Mercer Global Advisors
Colorado
$52.1M +$10.4M +96,584 +25%
GIM
113
Goelzer Investment Management
Indiana
$51.8M +$602K +5,578 +1%
AAS
114
Avantax Advisory Services
Texas
$50.8M +$6.55M +60,201 +15%
PA
115
Planning Alternatives
Michigan
$50.6M +$7.99M +74,054 +19%
Bank of Nova Scotia
116
Bank of Nova Scotia
Ontario, Canada
$48.9M +$93.5K +867 +0.2%
Cetera Investment Advisers
117
Cetera Investment Advisers
Illinois
$47.9M -$1.63M -15,142 -3%
TI
118
Tidal Investments
Wisconsin
$47.7M +$47.5M +439,888 +22,721%
BCM
119
Brookstone Capital Management
Illinois
$47.4M -$27.3M -263,441 -37%
SWM
120
SigFig Wealth Management
California
$46.9M +$1.09M +9,967 +2%
Citigroup
121
Citigroup
New York
$46.1M -$77.9M -721,899 -63%
SLT
122
St Louis Trust
Missouri
$46.1M -$102K -941 -0.2%
GWM
123
Geneos Wealth Management
Colorado
$45.6M -$2.99M -27,758 -6%
VWM
124
Venturi Wealth Management
Texas
$45.6M +$2.47M +22,867 +6%
TF
125
TIAA FSB
Florida
$45.1M -$1.95M -18,046 -4%