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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 %
CTFG
1301
Capstone Triton Financial Group
Oklahoma
$899K -$33.5K -335 -4%
CA
1302
Calton & Associates
Florida
$898K -$84.2K -781 -9%
LSA
1303
Lansing Street Advisors
Pennsylvania
$898K +$898K +8,617 New
CT
1304
Coastline Trust
Rhode Island
$897K +$82.5K +765 +10%
NL
1305
NVWM LLC
Pennsylvania
$897K +$370K +3,431 +70%
BCMLT
1306
Beacon Capital Management LLC (Tennessee)
Tennessee
$897K +$897K +8,314 New
LWM
1307
Lyell Wealth Management
California
$896K +$389K +3,612 +77%
PLU
1308
Performa Ltd (US)
South Carolina
$887K +$138K +1,282 +18%
SIA
1309
SeaBridge Investment Advisors
New Jersey
$886K
BB
1310
Berkshire Bank
Massachusetts
$884K -$4.53K -42 -0.5%
TCM
1311
Tufton Capital Management
Maryland
$883K +$65.2K +605 +8%
PCS
1312
Personal CFO Solutions
New Jersey
$882K -$9.06K -84 -1%
COCM
1313
Charter Oak Capital Management
New Hampshire
$879K -$17.7K -164 -2%
RSVP
1314
Ramsay Stattman Vela & Price
Colorado
$879K +$21.6K +200 +3%
TFP
1315
Tilia Fiduciary Partners
North Carolina
$874K -$23.4K -217 -3%
BCM
1316
BTC Capital Management
Iowa
$870K
AWP
1317
Ascent Wealth Partners
New York
$869K +$46.6K +432 +6%
RFG
1318
Range Financial Group
Oregon
$868K +$17.2K +159 +2%
FH
1319
FWG Holdings
Florida
$867K -$3.92M -36,311 -82%
TC
1320
TownSquare Capital
Utah
$867K -$32.6K -302 -4%
LFA
1321
Legacy Financial Advisors
Kentucky
$866K +$61.9K +574 +8%
DIP
1322
DT Investment Partners
Pennsylvania
$859K +$197K +1,824 +30%
VCM
1323
Vivaldi Capital Management
Illinois
$853K +$98.8K +1,014 +13%
Neuberger Berman Group
1324
Neuberger Berman Group
New York
$844K -$7.78M -72,114 -90%
PPWP
1325
Proquility Private Wealth Partners
Nevada
$844K +$76.7K +806 +10%