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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 %
APC
1501
Aspire Private Capital
North Carolina
$414K -$6.11K -66 -1%
SFA
1502
Source Financial Advisors
New York
$413K +$25.4K +275 +7%
M
1503
MOTCO
Texas
$412K -$29.3K -317 -7%
HMH
1504
Hackensack Meridian Health
New Jersey
$410K +$410K +4,419 New
BWP
1505
Baldwin Wealth Partners
Massachusetts
$409K
PCA
1506
Peddock Capital Advisors
Massachusetts
$407K +$92 +1 +0%
FCM
1507
Firestone Capital Management
Florida
$407K +$185 +2 +0%
FF
1508
FourThought Financial
Florida
$407K +$18.5K +200 +5%
TCM
1509
TD Capital Management
Tennessee
$403K +$15.3K +166 +4%
OPWM
1510
Oxinas Partners Wealth Management
Indiana
$400K +$1.94K +21 +0.5%
WWP
1511
WR Wealth Planners
Missouri
$399K -$82.7K -895 -17%
WPP
1512
Whalerock Point Partners
Rhode Island
$399K -$85.7K -927 -18%
PCM
1513
Palisade Capital Management
New Jersey
$399K +$831 +9 +0.2%
RFWA
1514
RPg Family Wealth Advisory
Massachusetts
$397K -$27.7K -300 -7%
HBWM
1515
Hollow Brook Wealth Management
New York
$397K
GAMC
1516
Garner Asset Management Corp
Texas
$397K +$831 +9 +0.2%
CWS
1517
Confluence Wealth Services
Pennsylvania
$397K +$191K +1,840 +92%
FM
1518
Foster & Motley
Ohio
$396K -$26.1K -282 -6%
LA
1519
Latitude Advisors
Florida
$394K -$722K -7,806 -65%
SRC
1520
Sage Rhino Capital
California
$392K
PHIC
1521
Pine Haven Investment Counsel
Massachusetts
$391K -$9.24K -100 -2%
BTWM
1522
Baker Tilly Wealth Management
Wisconsin
$389K +$11.3K +122 +3%
MCM
1523
Mitchell Capital Management
Kansas
$388K +$5.36K +58 +1%
GFPC
1524
Global Financial Private Client
Florida
$388K -$120K -1,285 -24%
SMG
1525
Smart Money Group
Texas
$386K -$15.8K -171 -4%