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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 %
LSA
1801
Lion Street Advisors
Texas
$250K +$3.24K +30 +1%
TCWM
1802
Total Clarity Wealth Management
Illinois
$250K +$31.5K +292 +14%
MCWA
1803
Meadow Creek Wealth Advisors
Georgia
$249K -$106K -986 -30%
CPSC
1804
Carl P. Sherr & Co
Massachusetts
$249K -$35.6K -330 -13%
ODFS
1805
O'Donnell Financial Services
California
$248K -$197K -1,832 -44%
VWA
1806
Visionary Wealth Advisors
Illinois
$248K +$48.4K +449 +24%
MPW
1807
Monterey Private Wealth
California
$246K
IAG
1808
Investmark Advisory Group
Connecticut
$245K +$431 +4 +0.2%
SWA
1809
SFMG Wealth Advisors
Texas
$245K +$245K +2,272 New
TAM
1810
Tealwood Asset Management
Minnesota
$244K +$33.2K +308 +16%
SCA
1811
Sandy Cove Advisors
Massachusetts
$244K +$48K +445 +24%
CPA
1812
Capital Planning Advisors
California
$243K
CA
1813
Carson Advisory
Georgia
$243K +$324 +3 +0.1%
GF
1814
Gries Financial
Ohio
$243K +$51.2K +474 +27%
WFA
1815
Wade Financial Advisory
California
$243K +$243K +2,249 New
TT
1816
TI-Trust
Illinois
$242K
WAG
1817
Winthrop Advisory Group
Massachusetts
$242K +$7.33K +68 +3%
DJSG
1818
D.J. St. Germain
Massachusetts
$241K -$10.7M -99,368 -98%
MWA
1819
Meridian Wealth Advisors
Texas
$241K
NF
1820
Norwood Financial
Pennsylvania
$240K -$41.5K -385 -15%
CAN
1821
Claraphi Advisory Network
United States
$240K +$4.96K +46 +2%
NWM
1822
Northwest Wealth Management
Iowa
$239K +$46K +427 +24%
AWM
1823
Accurate Wealth Management
Florida
$239K +$239K +2,213 New
SCM
1824
Schnieders Capital Management
California
$238K
AFO
1825
Allie Family Office
Florida
$237K +$237K +2,196 New