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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 %
GWA
1276
GGM Wealth Advisors
Maryland
$750K +$187K +2,031 +33%
Invesco
1277
Invesco
Georgia
$748K -$39.4K -426 -5%
DIP
1278
DT Investment Partners
Pennsylvania
$748K +$12.6K +136 +2%
SYBT
1279
Stock Yards Bank & Trust
Kentucky
$748K +$291K +3,145 +64%
IPW
1280
Intergy Private Wealth
Colorado
$745K -$83.6K -905 -10%
MC
1281
Moors & Cabot
Massachusetts
$741K +$40.5K +438 +6%
AW
1282
Avion Wealth
Texas
$739K +$739K +7,996 +199,900%
TCM
1283
Tufton Capital Management
Maryland
$735K -$21.5K -233 -3%
WJWM
1284
Williams Jones Wealth Management
New York
$735K +$59.7K +646 +9%
HCC
1285
Hirtle Callaghan & Co
Pennsylvania
$734K -$84.6K -915 -10%
PCS
1286
Personal CFO Solutions
New Jersey
$730K -$26K -281 -3%
KP
1287
Keel Point
Alabama
$729K -$613K -5,948 -46%
CFO
1288
Collective Family Office
Pennsylvania
$722K -$67K -726 -8%
BB
1289
Berkshire Bank
Massachusetts
$715K -$42.8K -463 -6%
WCM
1290
WealthBridge Capital Management
Ohio
$714K +$97.1K +1,051 +16%
IA
1291
Insight Advisors
Pennsylvania
$713K +$13K +129 +2%
SCA
1292
St. Clair Advisors
Ohio
$712K +$104K +1,126 +17%
Loomis, Sayles & Company
1293
Loomis, Sayles & Company
Massachusetts
$711K +$477K +5,162 +204%
SC
1294
Sierra Capital
Florida
$709K -$334K -3,609 -32%
NRW
1295
Nova R Wealth
Kansas
$708K +$1.76K +19 +0.2%
CTB
1296
Country Trust Bank
Illinois
$706K -$15.1K -163 -2%
MCM
1297
Maple Capital Management
Vermont
$705K +$41.1K +445 +6%
NP
1298
NorthRock Partners
Minnesota
$704K -$355K -3,840 -34%
MMHP
1299
Murphy Middleton Hinkle & Parker
Georgia
$703K
RSVP
1300
Ramsay Stattman Vela & Price
Colorado
$700K -$53.1K -575 -7%