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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 %
ACM
1426
Ategra Capital Management
Virginia
$647K +$4.64K +43 +0.7%
KFI
1427
Key Financial Inc
Pennsylvania
$642K +$208K +1,925 +48%
QTM
1428
qPULA Trading Management
New York
$642K +$642K +5,952 New
OFG
1429
OmniStar Financial Group
North Carolina
$640K +$62.8K +583 +11%
GA
1430
GoalVest Advisory
New York
$640K +$640K +5,937 New
FAG
1431
Fortitude Advisory Group
Washington
$639K -$9.82K -91 -2%
GSEP
1432
Golden State Equity Partners
California
$638K -$218K -2,026 -26%
LWMG
1433
Levy Wealth Management Group
Pennsylvania
$636K -$104K -961 -14%
FBB
1434
Fulton Breakefield Broenniman
Maryland
$633K +$70.1K +650 +12%
DSC
1435
Duncker Streett & Co
Missouri
$631K -$20.8K -193 -3%
F
1436
F3Logic
Minnesota
$629K -$36K -333 -5%
CCA
1437
Cobblestone Capital Advisors
New York
$628K -$135K -1,249 -18%
TA
1438
Trellis Advisors
Washington
$628K
KA
1439
Kearns & Associates
California
$627K
ClearBridge Investments
1440
ClearBridge Investments
New York
$627K +$280K +2,591 +81%
SWP
1441
Strategic Wealth Partners
Ohio
$626K
AAMA
1442
Advanced Asset Management Advisors
Ohio
$624K
WWM
1443
Wolff Wiese Magana
California
$622K +$108K +999 +21%
PAM
1444
Private Asset Management
California
$618K -$55.6K -515 -8%
AFM
1445
Abbot Financial Management
Massachusetts
$616K +$138K +1,282 +29%
SFI
1446
SPC Financial Inc
Maryland
$614K +$207K +1,919 +51%
LMKC
1447
L.M. Kohn & Company
Ohio
$614K +$614K +5,685 New
1WA
1448
180 Wealth Advisors
Washington
$613K -$7.9K -74 -1%
PG
1449
Patten Group
Tennessee
$613K +$7.23K +67 +1%
HNWA
1450
Henrickson Nauta Wealth Advisors
Michigan
$611K