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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 %
CTB
1326
Country Trust Bank
Illinois
$842K -$20.5K -190 -2%
DY
1327
Dowling & Yahnke
California
$841K +$43.4K +402 +5%
CWA
1328
Consilio Wealth Advisors
Washington
$834K +$834K +7,733 New
WP
1329
Wealthspan Partners
Iowa
$833K +$64K +593 +8%
NRW
1330
Nova R Wealth
Kansas
$825K +$49.6K +460 +6%
BC
1331
Bowman & Company
Wisconsin
$824K -$25.4K -235 -3%
AIG
1332
American International Group
New York
$821K -$1.04M -9,600 -56%
CCA
1333
Clearwater Capital Advisors
Illinois
$820K -$8.31K -77 -1%
MMHP
1334
Murphy Middleton Hinkle & Parker
Georgia
$820K
MC
1335
Moors & Cabot
Massachusetts
$817K -$28.1K -261 -3%
EWA
1336
EverSource Wealth Advisors
Alabama
$817K +$136K +1,258 +20%
WA
1337
Wealth Advisors
California
$816K
RWM
1338
Rockwood Wealth Management
Pennsylvania
$815K +$12.4K +115 +2%
SCG
1339
Sonata Capital Group
Washington
$815K
SSW
1340
Smith Shellnut Wilson
Mississippi
$814K -$242K -2,247 -23%
TA
1341
TrueWealth Advisors
Alabama
$813K
FCFC
1342
First Commonwealth Financial Corp
Pennsylvania
$812K -$202K -1,875 -20%
RW
1343
Rede Wealth
Virginia
$812K -$12.1K -112 -1%
SFO
1344
Standard Family Office
South Dakota
$809K +$809K +7,500 New
CGPCS
1345
Capital Group Private Client Services
California
$803K +$479K +4,440 +148%
MFT
1346
Moisand Fitzgerald Tamayo
Florida
$794K -$134K -1,246 -14%
WC
1347
Woodstock Corp
Massachusetts
$792K +$179K +1,664 +29%
HVIA
1348
Hudson Valley Investment Advisors
New York
$790K +$45.7K +424 +6%
WJWM
1349
Williams Jones Wealth Management
New York
$788K -$135K -1,250 -15%
TRIA
1350
Trail Ridge Investment Advisors
Colorado
$785K -$60K -556 -7%