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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 %
HC
1701
Hamilton Capital
Ohio
$241K +$24.6K +266 +11%
SWMP
1702
Signature Wealth Management Partners
New Jersey
$240K -$1.94K -21 -0.8%
SCM
1703
Seascape Capital Management
New Hampshire
$240K
IFS
1704
Ifrah Financial Services
Arkansas
$239K
CWM
1705
Concentric Wealth Management
California
$239K
SCM
1706
Stordahl Capital Management
Colorado
$239K +$3.51K +38 +1%
CWP
1707
Concord Wealth Partners
Virginia
$239K +$5.54K +60 +2%
PTB
1708
Pioneer Trust Bank
Oregon
$238K +$2.31K +25 +1%
JWM
1709
JFG Wealth Management
Colorado
$237K +$14.1K +153 +6%
SWIM
1710
Smallwood Wealth Investment Management
New Jersey
$237K +$237K +2,570 New
VCM
1711
Virtue Capital Management
Tennessee
$234K -$555 -6 -0.2%
LG
1712
Leuthold Group
Minnesota
$233K -$3.15K -34 -1%
WA
1713
Wambolt & Associates
Colorado
$233K
LWP
1714
Legacy Wealth Planning
Nevada
$233K +$926 +10 +0.4%
AFP
1715
Ausdal Financial Partners
Iowa
$233K +$1.39K +15 +0.6%
HBW
1716
Hazlett, Burt & Watson
West Virginia
$233K +$3.7K +40 +2%
LWP
1717
Lumature Wealth Partners
Georgia
$232K -$24.5K -265 -10%
PWM
1718
Penobscot Wealth Management
Maine
$232K -$9.9K -107 -4%
FSG
1719
Financial Strategies Group
Michigan
$232K +$39.1K +424 +20%
SAMT
1720
Select Asset Management & Trust
Pennsylvania
$230K -$4.78M -51,674 -95%
TA
1721
Tiedemann Advisors
New York
$229K -$973K -10,541 -81%
BMWM
1722
Brown Miller Wealth Management
Virginia
$229K +$229K +2,480 New
RCM
1723
Raleigh Capital Management
North Carolina
$227K -$646K -6,965 -74%
TWA
1724
TCI Wealth Advisors
Arizona
$227K +$1.3K +14 +0.6%
SCA
1725
Sandy Cove Advisors
Massachusetts
$227K +$18.4K +199 +9%