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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 %
WH
1501
Willner & Heller
California
$536K -$80.3K -701 -13%
DWM
1502
Dakota Wealth Management
Florida
$535K +$320K +2,972 +149%
SYBT
1503
Stock Yards Bank & Trust
Kentucky
$533K
SAS
1504
Stelac Advisory Services
New York
$533K +$72.5K +672 +16%
LWCFA
1505
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$532K -$40.4K -374 -7%
LSPW
1506
Lake Street Private Wealth
Illinois
$531K -$5.07K -47 -0.9%
AO
1507
Advisor OS
Illinois
$531K +$531K +4,923 New
AF
1508
Alerus Financial
North Dakota
$530K
BWP
1509
Bernardo Wealth Planning
Pennsylvania
$528K +$162K +1,503 +44%
RRWA
1510
Rainey & Randall Wealth Advisors
Florida
$526K +$13.9K +129 +3%
Toronto Dominion Bank
1511
Toronto Dominion Bank
Ontario, Canada
$525K +$242K +2,243 +85%
AIA
1512
Alera Investment Advisors
Illinois
$523K -$164K -1,522 -24%
LCM
1513
Leisure Capital Management
California
$523K
PMFA
1514
Plante Moran Financial Advisors
Michigan
$522K -$396K -3,666 -43%
PAM
1515
Palisade Asset Management
Minnesota
$521K +$119K +1,103 +30%
TWC
1516
TD Waterhouse Canada
Ontario, Canada
$519K +$210K +1,820 +68%
SEP
1517
Southland Equity Partners
Missouri
$518K -$6.8K -63 -1%
M
1518
MOTCO
Texas
$515K -$11.9K -110 -2%
TWM
1519
Titus Wealth Management
California
$512K +$5.93K +55 +1%
CL
1520
CPWM LLC
Washington
$511K +$27.4K +254 +6%
AIM
1521
Alhambra Investment Management
Florida
$510K +$2.8K +26 +0.6%
PD
1522
Planning Directions
Pennsylvania
$507K -$136K -1,256 -21%
T. Rowe Price Associates
1523
T. Rowe Price Associates
Maryland
$507K
BFS
1524
Bradley Foster & Sargent
Connecticut
$506K +$50.8K +471 +11%
NWMG
1525
National Wealth Management Group
Ohio
$502K +$502K +4,653 New