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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 %
TWA
1776
TCI Wealth Advisors
Arizona
$263K -$10K -93 -4%
AIA
1777
Avalon Investment & Advisory
Texas
$263K +$263K +2,436 New
WAM
1778
Weatherly Asset Management
California
$262K -$970 -9 -0.4%
SWM
1779
SeaCrest Wealth Management
New York
$262K +$43.1K +400 +20%
VWA
1780
VERITY Wealth Advisors
United States
$261K -$6.15K -57 -2%
NB
1781
Nicolet Bankshares
Wisconsin
$261K
IC
1782
Iconiq Capital
California
$261K +$432 +4 +0.2%
JWM
1783
JFG Wealth Management
Colorado
$261K +$261K +2,421 New
OWM
1784
OneAscent Wealth Management
Alabama
$260K +$260K +2,413 New
PIM
1785
Progressive Investment Management
Oregon
$259K
CK
1786
Cohen Klingenstein
New York
$259K
PIFP
1787
Partners in Financial Planning
Virginia
$259K +$103 +1 +0%
MCA
1788
Maryland Capital Advisors
Maryland
$258K
FNBTCON
1789
First National Bank & Trust Co of Newtown
Pennsylvania
$256K
PP
1790
Patten & Patten
Tennessee
$255K -$13.5K -125 -5%
SLG
1791
Stanley-Laman Group
Pennsylvania
$255K +$6.04K +56 +2%
CFG
1792
Carter Financial Group
Illinois
$255K +$255K +2,363 New
CIS
1793
Connors Investor Services
Pennsylvania
$254K
DPI
1794
Diversified Portfolios Inc
Michigan
$254K +$254K +2,353 New
TPA
1795
Trivium Point Advisory
Connecticut
$253K +$253K +2,415 New
HC
1796
Hamilton Capital
Ohio
$252K -$17.1K -159 -6%
FP
1797
Financial Perspectives
Minnesota
$251K +$21.9K +203 +10%
AWM
1798
Aberdeen Wealth Management
Illinois
$251K
MRCM
1799
M&R Capital Management
New Jersey
$251K +$61.3K +568 +32%
KWM
1800
Kaydan Wealth Management
Michigan
$250K -$44K -408 -15%