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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 %
MFA
1951
Morling Financial Advisors
California
$74K +$108 +1 +0.1%
WL
1952
WIT LLC
District of Columbia
$73.7K +$73.7K +683 New
MGI
1953
MayTech Global Investments
New York
$70K
Schroder Investment Management Group
1954
Schroder Investment Management Group
United Kingdom
$70K +$70K +650 New
DWP
1955
Destiny Wealth Partners
Florida
$66K -$139K -1,285 -68%
CAM
1956
Costello Asset Management
Pennsylvania
$66K +$22.7K +209 +52%
CPFP
1957
Clear Perspectives Financial Planning
Ohio
$65K -$1.08K -10 -2%
BCM
1958
Bourgeon Capital Management
Connecticut
$65K
LFA
1959
Level Financial Advisors
New York
$65K
CDIA
1960
Capital Directions Investment Advisors
Georgia
$64K +$64K +597 New
FFC
1961
First Financial Corp
Indiana
$63K
MFA
1962
McClarren Financial Advisors
Pennsylvania
$61K -$638 -6 -1%
LPWM
1963
Lake Point Wealth Management
Texas
$60K
FMP
1964
Financial Management Professionals
Texas
$58K
CH
1965
Canton Hathaway
Rhode Island
$57K -$159K -1,473 -74%
SLWA
1966
San Luis Wealth Advisors
California
$56K +$56K +488 New
BCA
1967
Bray Capital Advisors
Florida
$54K
BEI
1968
Benjamin Edwards Inc
Missouri
$53K +$3.9K +36 +8%
SFC
1969
SYM Financial Corp
Indiana
$52K -$1.62K -15 -3%
BSWA
1970
Bromfield Sneider Wealth Advisors
Massachusetts
$52K +$52K +486 New
AIM
1971
Anchor Investment Management
South Carolina
$47.6K -$7.12K -66 -13%
LPP
1972
Life Planning Partners
Florida
$47K -$1.19K -11 -2%
WIM
1973
Westside Investment Management
California
$45.2K +$9.02K +3,000 +25%
DHGWA
1974
Dixon Hughes Goodman Wealth Advisors
North Carolina
$45K -$92.9K -861 -67%
SCA
1975
Stonebridge Capital Advisors
Minnesota
$45K +$35.1K +323 +355%