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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 %
GAM
1376
Gemmer Asset Management
California
$588K +$120K +1,297 +26%
DCM
1377
Donaldson Capital Management
Indiana
$586K -$55K -596 -9%
ACM
1378
Ategra Capital Management
Virginia
$585K +$30.7K +332 +6%
MLL
1379
Moody Lynn & Lieberson
Massachusetts
$584K
OMC
1380
Old Mission Capital
Illinois
$584K +$584K +6,324 New
SSW
1381
Smith Shellnut Wilson
Mississippi
$582K -$116K -1,253 -17%
EW
1382
Evoke Wealth
California
$580K +$18.6K +201 +3%
WI
1383
WrapManager Inc
California
$578K -$23.6K -256 -4%
LA
1384
LexAurum Advisors
Kansas
$574K -$45K -487 -7%
PFA
1385
Professional Financial Advisors
Nebraska
$573K -$67.9K -735 -11%
TFA
1386
Triad Financial Advisors
North Carolina
$571K -$11.3K -122 -2%
EWA
1387
EverSource Wealth Advisors
Alabama
$569K -$130K -1,410 -19%
PWP
1388
Perfromance Wealth Partners
Illinois
$567K -$36.9K -400 -6%
DSA
1389
Droms Strauss Advisors
Missouri
$564K +$554 +6 +0.1%
GA
1390
Greenspring Advisors
Maryland
$562K -$29.2K -317 -5%
PA
1391
Procyon Advisors
Connecticut
$561K -$535K -5,792 -49%
TRIA
1392
Trail Ridge Investment Advisors
Colorado
$561K -$111K -1,203 -17%
MCM
1393
McRae Capital Management
New Jersey
$561K +$1.66K +18 +0.3%
CWP
1394
Curated Wealth Partners
California
$560K +$560K +6,046 New
ICG
1395
InterOcean Capital Group
Tennessee
$560K +$560K +6,056 New
ACM
1396
AlphaStar Capital Management
North Carolina
$559K -$31.3K -339 -5%
NLG
1397
New Legacy Group
New York
$554K
BC
1398
Bowman & Company
Wisconsin
$552K -$154K -1,663 -22%
WWM
1399
Wolff Wiese Magana
California
$552K +$19.4K +210 +4%
SVWAG
1400
Sound View Wealth Advisors Group
Georgia
$551K -$90.3K -978 -14%