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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 %
Natixis Advisors
126
Natixis Advisors
Massachusetts
$37.4M +$13.9M +150,103 +59%
TF
127
TIAA FSB
Florida
$37.1M -$1.6M -17,303 -4%
NQWM
128
Northwest Quadrant Wealth Management
Oregon
$37M +$840K +9,000 +2%
Brown Advisory
129
Brown Advisory
Maryland
$36.8M +$16M +173,433 +77%
MIA
130
MainStreet Investment Advisors
Illinois
$36.7M -$1.32M -14,232 -3%
Legal & General Group
131
Legal & General Group
United Kingdom
$36.3M +$3.54M +38,275 +11%
KA
132
Klingman & Associates
New York
$36.3M -$1.2M -12,940 -3%
Allspring Global Investments
133
Allspring Global Investments
North Carolina
$36M -$1.95M -21,122 -5%
WA
134
Wealth Architects
California
$35.7M +$386K +4,178 +1%
CI
135
Conning Inc
Connecticut
$35.7M +$128K +1,382 +0.4%
BSB
136
Bangor Savings Bank
Maine
$35.6M +$348K +3,767 +1%
MPWT
137
MassMutual Private Wealth & Trust
Connecticut
$34.9M -$1.25M -13,477 -3%
CA
138
Cetera Advisors
Colorado
$34.8M -$1.46M -15,834 -4%
CIBC Private Wealth Group
139
CIBC Private Wealth Group
Georgia
$34.6M -$669K -7,238 -2%
AF
140
Arrow Financial
New York
$34.2M +$2.5M +27,091 +8%
PA
141
Parallel Advisors
California
$34.2M -$3.11M -33,650 -8%
ODIJL
142
One Day In July LLC
Vermont
$34.1M +$4.29M +46,460 +14%
Lazard Asset Management
143
Lazard Asset Management
New York
$34M -$393K -4,248 -1%
MWM
144
Mission Wealth Management
California
$33.6M +$1.19M +12,853 +4%
SW
145
SVB Wealth
Massachusetts
$32.6M +$1.37M +14,804 +4%
GBT
146
Grove Bank & Trust
Florida
$32.5M -$181K -1,959 -0.6%
LWMT
147
Legacy Wealth Management (Tennessee)
Tennessee
$32.2M +$1.29M +13,943 +4%
Qube Research & Technologies (QRT)
148
Qube Research & Technologies (QRT)
United Kingdom
$32.1M +$31.6M +341,672 +6,447%
BCM
149
Brookstone Capital Management
Illinois
$31.9M -$11M -117,735 -26%
FMWA
150
Forvis Mazars Wealth Advisors
Missouri
$31.3M -$3.37M -36,504 -10%