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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 %
BWM
1651
BCGM Wealth Management
Indiana
$277K -$6.41K -63 -2%
SCM
1652
Shelton Capital Management
Colorado
$277K
NIC
1653
Northwest Investment Counselors
Oregon
$277K
SAM
1654
Selway Asset Management
$277K +$277K +3,000 New
HGWM
1655
Horst & Graben Wealth Management
Oregon
$275K -$7.59K -82 -3%
KTC
1656
Kistler-Tiffany Companies
Pennsylvania
$275K +$11.9K +129 +5%
FPWM
1657
FSB Premier Wealth Management
Iowa
$273K
SIM
1658
Sadoff Investment Management
Wisconsin
$273K
GA
1659
GoalVest Advisory
New York
$272K -$281K -3,019 -51%
SBIA
1660
Sheaff Brock Investment Advisors
Indiana
$272K
TSWM
1661
Tyler-Stone Wealth Management
Ohio
$272K +$16.6K +179 +6%
AFAS
1662
Acorn Financial Advisory Services
Virginia
$269K -$47.4K -514 -15%
CBTWT
1663
Community Bank & Trust (Waco, Texas)
Texas
$269K
SSC
1664
Syverson Strege & Co
Iowa
$269K
BWA
1665
Blodgett Wealth Advisors
California
$267K -$60.1K -650 -18%
LFP
1666
Leeward Financial Partners
Washington
$263K
CWM
1667
Collaborative Wealth Management
Florida
$262K +$262K +2,834 New
AWM
1668
Accurate Wealth Management
Florida
$261K +$53.5K +571 +26%
JC
1669
JB Capital
Connecticut
$260K -$16.6M -179,930 -98%
SC
1670
SouthState Corp
Florida
$260K -$4.24K -46 -2%
LSA
1671
Lion Street Advisors
Texas
$260K -$2.84K -25 -1%
MWM
1672
Merriman Wealth Management
Washington
$260K +$1.11K +12 +0.4%
LAIC
1673
Lederer & Associates Investment Counsel
California
$257K
HDIM
1674
Hanson & Doremus Investment Management
Vermont
$257K
SPWM
1675
Schrum Private Wealth Management
Florida
$257K +$462 +5 +0.2%