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iShares Core S&P Small-Cap ETF

1,976 hedge funds and large institutions have $42B invested in iShares Core S&P Small-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 898 increasing their positions, 768 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,976
Holders Change
-76
Holders Change %
-3.7%
% of All Funds
33.41%
Holding in Top 10
329
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-6.27%
% of All Funds
5.56%
New
91
Increased
898
Reduced
768
Closed
136
Calls
$18.1M
Puts
$9.75M
Net Calls
+$8.35M
Net Calls Change
+$44.1M
Name Holding Trade Value Shares
Change
Shares
Change %
HI
201
Hudock Inc
Pennsylvania
$23M +$15.2K +165 +0.1%
SPP
202
Single Point Partners
Massachusetts
$22.9M +$1.24M +13,454 +6%
FHA
203
First Horizon Advisors
Tennessee
$22.9M +$13.4M +145,406 +142%
WAM
204
Wallington Asset Management
Indiana
$22.8M +$121K +1,310 +0.5%
FMC
205
First Merchants Corp
Indiana
$22.7M -$3.49M -37,800 -13%
GLLW
206
Graves Light Lenhart Wealth
Virginia
$22.7M +$2.39M +25,905 +12%
EH
207
Equitable Holdings
New York
$22.5M +$1.64M +17,720 +8%
LPT
208
Legacy Private Trust
Wisconsin
$22.4M +$2.27M +24,601 +11%
TPSF
209
Texas Permanent School Fund
Texas
$22.2M +$7.11M +76,988 +47%
MFG
210
Magnus Financial Group
New York
$22.2M +$157K +1,699 +0.7%
LSAG
211
Lake Street Advisors Group
New Hampshire
$22.2M +$4.2M +45,430 +23%
SWPG
212
Strategic Wealth Partners Group
Illinois
$22.1M +$2.41M +26,080 +12%
FA
213
Flagstar Advisors
New York
$22M -$667K -7,221 -3%
BPA
214
Beacon Pointe Advisors
California
$21.8M -$12.1M -131,465 -36%
DADC
215
D.A. Davidson & Co
Montana
$21.8M +$208K +2,248 +1%
WJA
216
Willis Johnson & Associates
Texas
$21.6M +$123K +1,329 +0.6%
AWM
217
Apollon Wealth Management
South Carolina
$21.4M -$376K -4,065 -2%
AAS
218
Annex Advisory Services
Wisconsin
$21.3M -$554K -5,990 -3%
HS
219
Horan Securities
United States
$21.1M +$538K +5,778 +3%
EGWAG
220
Elwood & Goetz Wealth Advisory Group
Georgia
$20.7M -$844K -9,128 -4%
FCI
221
Financial Counselors Inc
Kansas
$20.7M +$1.19M +12,870 +6%
AWA
222
Alaska Wealth Advisors
Alaska
$20.3M -$2.72M -29,389 -12%
FHB
223
First Hawaiian Bank
Hawaii
$20.3M +$117K +1,263 +0.6%
OC
224
Oppenheimer & Co
New York
$20.2M +$274K +2,966 +1%
AWE
225
Avidian Wealth Enterprises
Texas
$20.2M -$37.1K -401 -0.2%