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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 %
RWA
1851
RGT Wealth Advisors
Texas
$83K +$3.22K +35 +4%
TIM
1852
Tevis Investment Management
Texas
$77K +$736 +8 +1%
APW
1853
Acima Private Wealth
Virginia
$76.7K -$18.5K -200 -19%
BCV
1854
Banque Cantonale Vaudoise
Switzerland
$75K
CYG
1855
Clean Yield Group
Vermont
$74K -$3.05K -33 -4%
LFA
1856
Level Financial Advisors
New York
$74K +$18.1K +195 +32%
BWM
1857
BigSur Wealth Management
Florida
$73K
BC
1858
Burleson & Co
California
$70K -$39.2K -425 -36%
OSNBOA
1859
Old Second National Bank of Aurora
Illinois
$68K
SC
1860
Stephens Consulting
Michigan
$67.1K
FFC
1861
First Financial Corp
Indiana
$66K +$12.1K +130 +22%
OPW
1862
Oxler Private Wealth
New York
$64.1K +$64.1K +693 New
DI
1863
Disciplined Investments
Oklahoma
$64K -$29.2K -314 -31%
MFA
1864
Morling Financial Advisors
California
$63K -$557 -6 -0.9%
DC
1865
Darrow Company
Massachusetts
$63K +$63K +683 New
MGI
1866
MayTech Global Investments
New York
$60K
Schroder Investment Management Group
1867
Schroder Investment Management Group
United Kingdom
$60K
SFC
1868
SYM Financial Corp
Indiana
$58K +$13.7K +149 +31%
BCM
1869
Bourgeon Capital Management
Connecticut
$56K
CAM
1870
Costello Asset Management
Pennsylvania
$56K
CPFP
1871
Clear Perspectives Financial Planning
Ohio
$53K -$2.29K -25 -4%
LPWM
1872
Lake Point Wealth Management
Texas
$52K +$825 +9 +2%
CH
1873
Canton Hathaway
Rhode Island
$49K
DMKJ
1874
David M. Knott Jr
$47K +$28.8K +313 +159%
BCA
1875
Bray Capital Advisors
Florida
$46K