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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 %
ACI
1576
Alpha Cubed Investments
California
$350K -$160K -1,728 -31%
IIA
1577
IPG Investment Advisors
California
$350K -$33K -358 -9%
BCM
1578
Brasada Capital Management
Texas
$350K -$7.67K -83 -2%
PC
1579
Port Capital
Illinois
$350K +$277 +3 +0.1%
OLA
1580
Oliver Luxxe Assets
New Jersey
$349K +$4.16K +45 +1%
GIA
1581
Guyasuta Investment Advisors
Pennsylvania
$345K
NFSG
1582
Newbridge Financial Services Group
Florida
$345K +$13.3K +144 +4%
PD
1583
Planning Directions
Pennsylvania
$343K -$90.9K -984 -21%
GWM
1584
GDS Wealth Management
Texas
$341K +$30.1K +326 +10%
HPA
1585
High Probability Advisors
New York
$340K
ST
1586
Sentinel Trust
Texas
$339K
SAM
1587
S.A. Mason
Michigan
$335K -$8.59K -93 -2%
ACM
1588
Argent Capital Management
Missouri
$334K +$88.5K +956 +36%
MPI
1589
Mairs & Power Inc
Minnesota
$333K -$28.8K -312 -8%
AIFAIM
1590
American Institute for Advanced Investment Management
Arizona
$333K -$26.8K -290 -7%
ZB
1591
Zions Bancorporation
Utah
$333K
ACA
1592
Aptus Capital Advisors
Alabama
$330K -$97.7K -1,056 -23%
MJRIC
1593
Mogy Joel R Investment Counsel
California
$330K +$2.31K +25 +0.7%
TA
1594
TruWealth Advisors
Louisiana
$330K +$26K +282 +9%
PWP
1595
Principle Wealth Partners
Connecticut
$328K +$10.3K +111 +3%
SFS
1596
Stiles Financial Services
Minnesota
$327K +$2.12K +23 +0.7%
HT
1597
Heritage Trust
Oklahoma
$325K -$17.9K -193 -5%
BFG
1598
Berger Financial Group
Minnesota
$324K -$33.3K -361 -9%
LOPW
1599
Live Oak Private Wealth
North Carolina
$324K +$923 +10 +0.3%
AAP
1600
Arax Advisory Partners
Colorado
$324K +$143K +1,555 +79%