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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 %
TCM
1576
TD Capital Management
Tennessee
$453K +$4.1K +38 +0.9%
FF
1577
FourThought Financial
Florida
$453K +$87.4K +811 +24%
IWA
1578
Intercontinental Wealth Advisors
Texas
$450K
SP
1579
Successful Portfolios
Florida
$448K -$60.4K -560 -12%
IIA
1580
IPG Investment Advisors
California
$448K -$36.4K -337 -8%
MCM
1581
Mitchell Capital Management
Kansas
$447K +$1.51K +14 +0.3%
OWA
1582
Octavia Wealth Advisors
Ohio
$445K -$65.5K -607 -13%
SWM
1583
Segment Wealth Management
Texas
$445K
SFG
1584
SNS Financial Group
Minnesota
$444K -$25K -232 -5%
BTWM
1585
Baker Tilly Wealth Management
Wisconsin
$442K -$39.5K -366 -8%
SWM
1586
Southern Wealth Management
Texas
$440K -$348K -3,226 -44%
WG
1587
Welch Group
Alabama
$436K
C
1588
CEDRUS
Colorado
$433K -$135K -1,249 -24%
SM
1589
SG3 Management
Puerto Rico
$432K -$1.19M -11,000 -73%
HCA
1590
Horan Capital Advisors
Ohio
$428K +$108 +1 +0%
SC
1591
Sinecera Capital
Texas
$428K +$648 +6 +0.2%
PGA
1592
Portland Global Advisors
Maine
$425K
CWP
1593
CFM Wealth Partners
Texas
$422K
MPI
1594
Mairs & Power Inc
Minnesota
$422K +$16.6K +154 +4%
AIFAIM
1595
American Institute for Advanced Investment Management
Arizona
$420K -$53.7K -498 -11%
ULWM
1596
Upper Left Wealth Management
Florida
$419K -$30.8K -283 -7%
PFG
1597
Pinnacle Financial Group
Illinois
$418K -$21.6K -200 -5%
NCG
1598
Newport Capital Group
New Jersey
$418K
BCM
1599
Brasada Capital Management
Texas
$418K +$7.67K +71 +2%
BFG
1600
Berger Financial Group
Minnesota
$417K -$9.48K -88 -2%