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iShares Core S&P Small-Cap ETF

2,041 hedge funds and large institutions have $52.3B invested in iShares Core S&P Small-Cap ETF in 2021 Q4 according to their latest regulatory filings, with 330 funds opening new positions, 1,018 increasing their positions, 518 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,041
Holders Change
+237
Holders Change %
+13.14%
% of All Funds
31.52%
Holding in Top 10
349
Holding in Top 10 Change
+50
Holding in Top 10 Change %
+16.72%
% of All Funds
5.39%
New
330
Increased
1,018
Reduced
518
Closed
59
Calls
$107M
Puts
$376M
Net Calls
-$269M
Net Calls Change
-$181M
Name Holding Trade Value Shares
Change
Shares
Change %
BA
476
Bristlecone Advisors
Washington
$9.6M +$757K +6,609 +9%
CPIG
477
Chicago Partners Investment Group
Illinois
$9.6M +$782K +7,368 +9%
BFEC
478
Benjamin F. Edwards & Company
Missouri
$9.55M +$737K +6,432 +8%
AC
479
Asio Capital
Kentucky
$9.53M +$344K +3,005 +4%
RA
480
RFG Advisory
Alabama
$9.52M +$1.2M +10,511 +14%
SI
481
Stephens Inc
Arkansas
$9.45M -$1.66M -14,515 -15%
LWANC
482
Laurel Wealth Advisors (North Carolina)
North Carolina
$9.41M +$244K +2,129 +3%
CFIA
483
Cantor Fitzgerald Investment Advisors
New York
$9.37M +$26.7K +233 +0.3%
SIA
484
Soltis Investment Advisors
Utah
$9.28M +$258K +2,257 +3%
MFA
485
Mayflower Financial Advisors
Massachusetts
$9.19M +$257K +2,246 +3%
JA
486
JVL Associates
Michigan
$9.19M +$328K +2,865 +4%
Neuberger Berman Group
487
Neuberger Berman Group
New York
$9.15M +$8.65M +75,519 +1,711%
PWAG
488
Polaris Wealth Advisory Group
California
$9.14M -$8.21M -71,696 -47%
W
489
Wealthquest
Ohio
$9.11M -$3.95M -34,460 -30%
TYCC
490
Texas Yale Capital Corp
Florida
$9.05M +$109K +954 +1%
SW
491
SteelPeak Wealth
California
$9.03M -$1.41M -12,356 -14%
ERSOT
492
Employees Retirement System of Texas
Texas
$8.95M +$1.55M +13,571 +21%
SFA
493
Sequoia Financial Advisors
Ohio
$8.92M +$8.64M +75,424 +3,091%
CASB
494
Cape Ann Savings Bank
Massachusetts
$8.91M +$187K +1,634 +2%
MFC
495
Morris Financial Concepts
South Carolina
$8.91M +$8.91M +77,791 New
PFG
496
PAX Financial Group
Texas
$8.88M -$223K -1,948 -2%
TCM
497
Traynor Capital Management
Pennsylvania
$8.83M +$483K +4,214 +6%
SWA
498
Stratos Wealth Advisors
Ohio
$8.82M +$985K +8,606 +13%
MCM
499
Monument Capital Management
Virginia
$8.82M +$6.43M +56,141 +269%
PL
500
Polianta Ltd
Jersey
$8.79M +$149K +1,300 +2%