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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 %
JWM
1826
JGP Wealth Management
Oregon
$236K -$37.4K -358 -14%
FAN
1827
Financial Advisors Network
California
$235K -$688K -6,385 -75%
TW
1828
TrinityPoint Wealth
Connecticut
$234K -$18.9K -175 -7%
MAP
1829
Moody Aldrich Partners
Massachusetts
$233K
SIG
1830
Stonegate Investment Group
Alabama
$231K +$231K +2,137 New
SA
1831
SRH Advisors
Kansas
$230K
WAOTB
1832
Wealth Advisors of Tampa Bay
Florida
$230K
APWA
1833
Atlas Private Wealth Advisors
New Jersey
$228K -$147K -1,362 -39%
VCM
1834
Vigilant Capital Management
Maine
$228K -$66.5K -616 -23%
EAM
1835
Empirical Asset Management
Massachusetts
$228K +$3.78K +35 +2%
PBF
1836
Petix & Botte Financial
California
$228K +$228K +2,118 New
GCA
1837
Greenwood Capital Associates
South Carolina
$227K -$9.27M -85,803 -98%
ANB
1838
Amarillo National Bank
Texas
$226K -$431 -4 -0.2%
FSG
1839
Financial Strategies Group
Michigan
$226K +$23K +213 +11%
LCM
1840
LVM Capital Management
Michigan
$225K
RSS
1841
Rosenblum Silverman Sutton
California
$223K
WB
1842
West Bancorporation
Iowa
$221K
RWM
1843
Ritholtz Wealth Management
New York
$221K +$221K +2,046 New
PDM
1844
Penn Davis McFarland
Texas
$220K +$220K +2,036 New
LWA
1845
Lenox Wealth Advisors
New York
$219K +$9.7K +93 +5%
APIM
1846
Agate Pass Investment Management
Washington
$218K
CIP
1847
Capital Insight Partners
Arizona
$217K -$15.2K -141 -7%
WAM
1848
WNY Asset Management
New York
$217K
DAM
1849
Derbend Asset Management
Georgia
$217K
VWM
1850
Vigilare Wealth Management
Arizona
$217K +$27K +250 +14%