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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 %
TWP
1401
Tower Wealth Partners
Pennsylvania
$550K +$27.7K +300 +5%
ClearBridge Investments
1402
ClearBridge Investments
New York
$545K +$8.68K +94 +2%
BOPW
1403
Brandywine Oak Private Wealth
Pennsylvania
$543K -$57.2K -619 -10%
DBRC
1404
D.B. Root & Company
Pennsylvania
$542K -$58.2K -630 -10%
LWMG
1405
Levy Wealth Management Group
Pennsylvania
$542K -$3.33K -36 -0.6%
F
1406
F3Logic
Minnesota
$542K +$3.61K +39 +0.7%
DSC
1407
Duncker Streett & Co
Missouri
$540K -$369 -4 -0.1%
TA
1408
Trellis Advisors
Washington
$538K
KA
1409
Kearns & Associates
California
$537K
PAM
1410
Palisade Asset Management
Minnesota
$537K +$90.5K +980 +20%
AAMA
1411
Advanced Asset Management Advisors
Ohio
$534K
PG
1412
Patten Group
Tennessee
$532K -$1.31K -14 -0.2%
WPC
1413
White Pine Capital
Minnesota
$531K +$33.6K +363 +7%
PAM
1414
Private Asset Management
California
$530K +$462 +5 +0.1%
SBWIC
1415
Schaper Benz & Wise Investment Counsel
Wisconsin
$529K +$62.7K +678 +13%
PI
1416
Parkside Investments
Illinois
$528K +$43.9K +476 +9%
SW
1417
StrongBox Wealth
Missouri
$527K -$1.72M -18,598 -77%
AFM
1418
Abbot Financial Management
Massachusetts
$525K -$2.4K -26 -0.5%
SWP
1419
ShoreHaven Wealth Partners
New Jersey
$524K -$1.21M -13,060 -70%
SFP
1420
Shepherd Financial Partners
Massachusetts
$524K
HNWA
1421
Henrickson Nauta Wealth Advisors
Michigan
$524K
LMKC
1422
L.M. Kohn & Company
Ohio
$514K -$11.7K -126 -2%
CCT
1423
Capital City Trust
Florida
$512K -$2.31K -25 -0.4%
VCP
1424
Vista Capital Partners
Oregon
$512K +$27.8K +301 +6%
PWM
1425
PBMares Wealth Management
Virginia
$511K +$10.5K +114 +2%