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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 %
OCM
1676
Orser Capital Management
Texas
$345K +$145K +1,341 +72%
PL
1677
Plancorp LLC
Missouri
$344K -$3.45K -32 -1%
APG
1678
Abacus Planning Group
South Carolina
$339K -$80.1K -742 -19%
HA
1679
HFG Advisors
Ohio
$339K +$21.1K +195 +7%
OLVIG
1680
Oliver Lagore Vanvalin Investment Group
Michigan
$339K +$339K +3,018 New
CSB
1681
City State Bank
Iowa
$338K +$12.4K +115 +4%
AIP
1682
ARS Investment Partners
New York
$337K +$7.77K +72 +2%
LFG
1683
Larson Financial Group
Missouri
$336K -$20.7K -192 -6%
WCG
1684
Weaver Consulting Group
California
$336K +$26.2K +243 +8%
FAM
1685
Formidable Asset Management
Ohio
$335K +$324 +3 +0.1%
BFG
1686
Beacon Financial Group
Texas
$334K -$1.64K -15 -0.5%
PWM
1687
Paulson Wealth Management
Illinois
$333K -$540 -5 -0.2%
GP
1688
Girard Partners
Pennsylvania
$333K +$19.6K +182 +6%
HGWM
1689
Horst & Graben Wealth Management
Oregon
$330K +$57.1K +529 +21%
IFWM
1690
Institute for Wealth Management
Colorado
$329K
BWA
1691
Beam Wealth Advisors
Louisiana
$329K +$34.6K +321 +12%
BTW
1692
Boston Trust Walden
Massachusetts
$327K
SWM
1693
Selective Wealth Management
Virginia
$327K +$286K +2,655 +706%
CCA
1694
Cadent Capital Advisors
Oklahoma
$326K -$10.7M -99,478 -97%
PCMK
1695
Paragon Capital Management (Kansas)
Kansas
$326K
EP
1696
EPIQ Partners
Minnesota
$325K +$18.8K +174 +6%
SCM
1697
Shelton Capital Management
Colorado
$324K
GWM
1698
Gray Wealth Management
Maine
$324K +$108 +1 +0%
NIC
1699
Northwest Investment Counselors
Oregon
$323K
SIM
1700
Sadoff Investment Management
Wisconsin
$319K +$1.51K +14 +0.5%