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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 %
AP
2001
Atwood & Palmer
Missouri
$24K
IRC
2002
Investors Research Corp
Georgia
$24K
NG
2003
NWK Group
California
$24K
IAS
2004
IMA Advisory Services
Colorado
$23K -$2.65K -25 -10%
ACA
2005
Atlas Capital Advisors
Wyoming
$22.8K
BAM
2006
Byrne Asset Management
New Jersey
$21K
DMKJ
2007
David M. Knott Jr
$21K +$21K +197 New
RMC
2008
Resources Management Corp
Connecticut
$19K -$32K -300 -63%
LS
2009
Leelyn Smith
Illinois
$19K -$1.31K -12 -6%
KFO
2010
Kopp Family Office
Minnesota
$18K
CP
2011
Castleview Partners
Texas
$16K -$19.6M -188,400 -100%
PP
2012
Pacifica Partners
Canada
$16K
GWA
2013
Gibson Wealth Advisors
Texas
$16K +$16K +148 New
FCT
2014
Family Capital Trust
Massachusetts
$14K
AIC
2015
Archer Investment Corporation
Indiana
$12.9K -$1.55K -15 -11%
AWM
2016
Aspire Wealth Management
Massachusetts
$12K -$20K -183 -62%
CMBA
2017
C.M. Bidwell & Associates
Hawaii
$12K
TCM
2018
Tanaka Capital Management
New York
$12K
MSFP
2019
Mark Sheptoff Financial Planning
Connecticut
$12K
TRCT
2020
Tower Research Capital (TRC)
New York
$11K -$289K -2,629 -96%
AWM
2021
Accel Wealth Management
Iowa
$10K -$18.8K -173 -65%
FPFS
2022
First Personal Financial Services
North Carolina
$10K
SIS
2023
Sound Income Strategies
Florida
$10K
IIL
2024
Insight Inv LLC
California
$10K
PP
2025
PFS Partners
New Jersey
$9.22K -$108 -1 -1%