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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 %
OBWP
1701
O'Brien Wealth Partners
Massachusetts
$318K -$65K -677 -17%
SBIA
1702
Sheaff Brock Investment Advisors
Indiana
$318K +$4.33K +40 +1%
SSC
1703
Syverson Strege & Co
Iowa
$315K
IIM
1704
Ipswich Investment Management
Massachusetts
$315K +$16.9K +157 +6%
CBTWT
1705
Community Bank & Trust (Waco, Texas)
Texas
$314K
SWM
1706
SFG Wealth Management
Maryland
$313K +$14.1K +131 +5%
SC
1707
SouthState Corp
Florida
$309K +$92.6K +859 +43%
CWM
1708
Circle Wealth Management
New Jersey
$308K
KTC
1709
Kistler-Tiffany Companies
Pennsylvania
$307K +$10K +93 +3%
LFP
1710
Leeward Financial Partners
Washington
$307K +$307K +2,850 New
BST
1711
Bath Savings Trust
Maine
$304K +$18.7K +173 +7%
TIAM2
1712
Tru Independence Asset Management 2
Oregon
$302K -$24.8K -230 -8%
MWM
1713
Merriman Wealth Management
Washington
$302K -$4.21K -39 -1%
WWM
1714
Wagner Wealth Management
South Carolina
$302K +$147K +1,360 +94%
FPWM
1715
FSB Premier Wealth Management
Iowa
$302K +$153K +1,501 +103%
CAG
1716
Curtis Advisory Group
California
$301K
CWA
1717
Clearview Wealth Advisors
Oregon
$301K +$324 +3 +0.1%
DP
1718
Dearborn Partners
Illinois
$300K -$30.2K -280 -9%
HDIM
1719
Hanson & Doremus Investment Management
Vermont
$300K
LAIC
1720
Lederer & Associates Investment Counsel
California
$300K
LWP
1721
Lumature Wealth Partners
Georgia
$299K -$14.7K -136 -5%
KCM
1722
Kathmere Capital Management
Pennsylvania
$299K +$16.7K +155 +6%
QT
1723
Quantbot Technologies
New York
$299K +$299K +2,780 New
TSWM
1724
Tyler-Stone Wealth Management
Ohio
$298K +$11.1K +103 +4%
BC
1725
Burney Company
Virginia
$296K -$17.4K -161 -6%