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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 %
WC
1301
Woodstock Corp
Massachusetts
$700K +$21.3K +230 +3%
WA
1302
Wealth Advisors
California
$699K
RFG
1303
Range Financial Group
Oregon
$698K -$46K -498 -6%
SCG
1304
Sonata Capital Group
Washington
$698K
FCFC
1305
First Commonwealth Financial Corp
Pennsylvania
$695K
T
1306
TRUADVICE
Florida
$693K -$93.1K -921 -12%
LWCFA
1307
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$692K +$236K +2,557 +52%
TA
1308
TrueWealth Advisors
Alabama
$691K +$35.4K +383 +5%
WCFA
1309
Walkner Condon Financial Advisors
Wisconsin
$687K +$67.5K +730 +11%
FIA
1310
Foundations Investment Advisors
Arizona
$686K -$3.58M -38,771 -84%
FA
1311
Financial Advisors
Massachusetts
$677K +$52.8K +571 +8%
HWA
1312
Heartwood Wealth Advisors
Virginia
$677K +$349K +3,775 +106%
WWA
1313
WCG Wealth Advisors
Nevada
$675K +$675K +7,308 New
VIA
1314
Vickerman Investment Advisors
Washington
$674K +$7.68K +83 +1%
CFP
1315
Cypress Financial Planning
New Jersey
$674K +$674K +7,295 New
APWM
1316
Atlas Private Wealth Management
New York
$672K +$20.1K +218 +3%
GMA
1317
Goldstein Munger & Associates
California
$670K +$1.02K +11 +0.2%
HVIA
1318
Hudson Valley Investment Advisors
New York
$669K -$8.23K -89 -1%
CWA
1319
Consilio Wealth Advisors
Washington
$665K -$49.8K -539 -7%
HFS
1320
Haverford Financial Services
Pennsylvania
$665K
CWA
1321
Choice Wealth Advisors
Maine
$665K +$665K +7,194 New
SFO
1322
Stokes Family Office
Louisiana
$664K -$8.29M -89,687 -93%
BWA
1323
Bordeaux Wealth Advisors
California
$664K
ME
1324
McIlrath & Eck
Washington
$661K +$566K +6,124 +596%
LFA
1325
Legacy Financial Advisors
Kentucky
$660K -$81.4K -881 -11%