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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
1976
Janiczek Wealth Management
Colorado
$44K -$9.21K -85 -17%
AIM
1977
Arcadia Investment Management
Michigan
$44K
CIA
1978
Cascade Investment Advisors
Oregon
$40K +$40K +371 New
LWA
1979
Lowe Wealth Advisors
Maryland
$39K
FCMT
1980
Founders Capital Management (Texas)
Texas
$38K
HC
1981
Hoese & Co
Minnesota
$37K +$37K +340 New
PCTC
1982
Perkins Coie Trust Company
Washington
$36K -$42.6K -400 -54%
TCM
1983
Tradewinds Capital Management
Washington
$36K
CICI
1984
Capital Investment Counsel Inc
North Carolina
$36K +$36K +332 New
AWM
1985
Atticus Wealth Management
Florida
$35K +$9.57K +88 +38%
MCM
1986
MV Capital Management
Maryland
$35K +$35K +323 New
Bank Julius Baer & Co
1987
Bank Julius Baer & Co
Switzerland
$34K -$1.81M -16,653 -98%
AW
1988
Alaethes Wealth
Nevada
$33K
Optiver Holding
1989
Optiver Holding
Netherlands
$32K -$52.9K -489 -62%
LJHT
1990
Laurie J. Hall Trustee
$32K
RTC
1991
Riverview Trust Company
Washington
$32K
KA
1992
Kozak & Associates
Colorado
$32K
CBT
1993
CoreFirst Bank & Trust
Kansas
$32K
BCPWM
1994
Bradley & Co Private Wealth Management
Florida
$31K
Kayne Anderson Rudnick Investment Management
1995
Kayne Anderson Rudnick Investment Management
California
$30K -$33.7K -310 -53%
HCP
1996
Hexagon Capital Partners
Arkansas
$30K +$1.81K +17 +6%
GWM
1997
Grand Wealth Management
Michigan
$28K
PFSC
1998
Peoples Financial Services Corp
Pennsylvania
$27K
TAM
1999
Tucker Asset Management
Colorado
$26K +$21.6K +200 +488%
TFA
2000
Toth Financial Advisory
Virginia
$25K