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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 %
LCOV
2026
London Company of Virginia
Virginia
$9K -$22.4K -202 -71%
VNA
2027
Valley National Advisers
Pennsylvania
$9K -$7.36K -72 -45%
KC
2028
Knuff & Co
California
$9K -$3.8K -35 -30%
PK
2029
Pflug Koory
Nebraska
$9K
JPLA
2030
Joseph P. Lucia & Associates
New York
$9K +$9K +87 New
ARIS
2031
Advanced Research Investment Solutions
California
$8K
CWM
2032
CarsonAllaria Wealth Management
Illinois
$8K +$1.51K +14 +23%
IF
2033
Integrity Financial
Wyoming
$8K +$2.48K +22 +45%
CIAS
2034
CFS Investment Advisory Services
New Jersey
$8K +$7.93K +906,701 +11,018%
IA
2035
IFS Advisors
Kansas
$6K -$6.08M -56,736 -100%
HFA
2036
HC Financial Advisors
California
$6K
GG
2037
Gleason Group
Kentucky
$6K
MW
2038
Milestone Wealth
New York
$6K
CP
2039
Corbenic Partners
Pennsylvania
$5K
AWMS
2040
Advocacy Wealth Management Services
Georgia
$5K +$5K +46 New
OAJ
2041
Ogorek Anthony Joseph
New York
$4K
CFN
2042
Cordasco Financial Network
Florida
$4K +$108 +1 +3%
NDSI
2043
Newman Dignan & Sheerar Inc
Rhode Island
$3.46K -$73 -677 -2%
HA
2044
Herold Advisors
New York
$3.24K +$3.24K +30 New
SIC
2045
SJS Investment Consulting
Ohio
$3K
HFM
2046
Hartford Financial Management
Connecticut
$3K
TVWM
2047
Tower View Wealth Management
Wisconsin
$3K
BIM
2048
Baldwin Investment Management
Pennsylvania
$2.19K -$22 -200 -1%
BBPWM
2049
Blue Bell Private Wealth Management
Pennsylvania
$2K -$29.3K -205 -94%
SCM
2050
SevenOneSeven Capital Management
Pennsylvania
$2K