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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 %
BFIM
2126
Beese Fulmer Investment Management
Ohio
-$203K -1,774 Closed
DWM
2127
Dopkins Wealth Management
New York
-$203K -1,769 Closed
AWA
2128
Aletheian Wealth Advisors
Washington
-$202K -1,767 Closed
CC
2129
Cannell & Co
New York
-$201K -1,754 Closed
RWIA
2130
Roger Wittlin Investment Advisory
California
-$172K -1,502 Closed
ACM
2131
Absolute Capital Management
Pennsylvania
-$152K -1,328 Closed
HFS
2132
Horizon Financial Services
North Carolina
-$137K -1,200 Closed
RK
2133
Rather & Kittrell
Tennessee
-$129K -1,129 Closed
RPCONE
2134
Retirement Planning Company of New England
Rhode Island
-$116K -1,014 Closed
BC
2135
Belmont Capital
California
-$83K -725 Closed
AHIA
2136
Andrew Hill Investment Advisors
Florida
-$75K -660 Closed
PCMC
2137
Paragon Capital Management (Colorado)
Colorado
-$69K -600 Closed
TC
2138
TAP Consulting
Missouri
-$53K -459 Closed
CCM
2139
Chilton Capital Management
Texas
-$50K -441 Closed
DAM
2140
Delta Asset Management
Tennessee
-$46K -405 Closed
CFCI
2141
Comprehensive Financial Consultants Institutional
Indiana
-$39K -372 Closed
EWM
2142
Elmwood Wealth Management
California
-$39K -342 Closed
PIP
2143
Peachtree Investment Partners
Florida
-$32K -282 Closed
SPA
2144
Shore Point Advisors
New Jersey
-$30K -261 Closed
MAM
2145
Mystic Asset Management
Rhode Island
-$29K -256 Closed
KIG
2146
Kessler Investment Group
Indiana
-$29K -249 Closed
MTWM
2147
Masso Torrence Wealth Management
New Jersey
-$14K -124 Closed
WFS
2148
Widmann Financial Services
Maryland
-$11K -99 Closed
RI
2149
Rinkey Investments
California
-$8K -72 Closed
SL
2150
Savior LLC
Massachusetts
-$7K -63 Closed