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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 %
SC
1826
Siena Capital
Ohio
$119K -$10.1K -109 -8%
LB
1827
Legacy Bridge
Iowa
$119K
WTA
1828
Washington Trust Advisors
Massachusetts
$118K -$4.23K -46 -3%
SWM
1829
Sugarloaf Wealth Management
Georgia
$117K +$185 +2 +0.2%
GIP
1830
Granite Investment Partners
California
$117K +$117K +1,270 New
MBFW
1831
Morton Brown Family Wealth
Pennsylvania
$116K -$1.39K -15 -1%
EK
1832
Evensky & Katz
Florida
$116K +$93 +1 +0.1%
BONH
1833
Bank of New Hampshire
New Hampshire
$112K
JHCP
1834
Jackson Hole Capital Partners
Oklahoma
$111K
BDWM
1835
Brewin Dolphin Wealth Management
Ireland
$110K
MCM
1836
Manchester Capital Management
Vermont
$108K
PAIM
1837
Punch & Associates Investment Management
Minnesota
$107K
EWM
1838
Endurance Wealth Management
Rhode Island
$107K +$15.4K +165 +17%
TSW
1839
Thompson Siegel & Walmsley
Virginia
$105K
TAIM
1840
TD Ameritrade Investment Management
Nebraska
$104K -$2.5K -27 -2%
GWANC
1841
Guardian Wealth Advisors (North Carolina)
North Carolina
$104K +$1.66K +18 +2%
WFA
1842
West Financial Advisors
Iowa
$98K
VRM
1843
Vectors Research Management
New York
$98K +$3.14K +34 +3%
BHWM
1844
Beaird Harris Wealth Management
Texas
$96K
RA
1845
Rise Advisors
New York
$96K +$278 +3 +0.3%
DCM
1846
Disciplina Capital Management
Tennessee
$93.8K +$5.08K +55 +6%
KFP
1847
KB Financial Partners
New Jersey
$90K
POIA
1848
Pin Oak Investment Advisors
Texas
$90K
MIM
1849
MTM Investment Management
South Carolina
$87K -$1.96K -21 -2%
JGIA
1850
Jackson Grant Investment Advisers
Connecticut
$86K +$278 +3 +0.3%