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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 %
PMFA
1476
Plante Moran Financial Advisors
Michigan
$447K
SQA
1477
Simon Quick Advisors
New Jersey
$446K +$364K +3,582 +444%
VAFP
1478
Vahanian & Associates Financial Planning
New York
$442K -$185K -2,000 -29%
DACG
1479
Donor Advised Charitable Giving
California
$442K -$133K -1,440 -23%
CSWM
1480
Cassady Schiller Wealth Management
Ohio
$440K -$43K -465 -9%
AIM
1481
Alhambra Investment Management
Florida
$439K +$1.85K +20 +0.4%
RWP
1482
RWA Wealth Partners
Massachusetts
$438K -$39.8K -431 -8%
SEP
1483
Southland Equity Partners
Missouri
$438K -$6.56K -71 -1%
NPP
1484
New Potomac Partners
Maryland
$436K +$14.9K +161 +4%
T. Rowe Price Associates
1485
T. Rowe Price Associates
Maryland
$435K
AA
1486
Argent Advisors
Louisiana
$434K -$130K -1,403 -23%
LNB
1487
Ledyard National Bank
$433K -$47.8K -517 -10%
IA
1488
Inspire Advisors
Idaho
$431K +$13.1K +142 +3%
EA
1489
Eudaimonia Advisors
Tennessee
$430K -$351K -3,792 -45%
NSIM
1490
North Star Investment Management
Illinois
$430K +$25.5K +276 +6%
CG
1491
Caprock Group
Idaho
$429K +$7.3K +79 +2%
AFG
1492
Allegheny Financial Group
Pennsylvania
$429K +$105K +1,134 +32%
KSWA
1493
Kathleen S. Wright Associates
Pennsylvania
$428K +$80.8K +874 +23%
GC
1494
GFG Capital
Florida
$421K +$23.7K +257 +6%
SWP
1495
Strategic Wealth Partners
Ohio
$419K -$118K -1,274 -22%
NWM
1496
NEIRG Wealth Management
Massachusetts
$418K
CA
1497
Crewe Advisors
Utah
$418K +$12.6K +136 +3%
H6H
1498
Hightower 6M Holding
Kansas
$416K +$831 +9 +0.2%
KF
1499
Krilogy Financial
Missouri
$416K +$3.14K +34 +0.8%
PCG
1500
Private Capital Group
Connecticut
$414K -$1.26M -13,578 -75%