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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 %
LWMG
1351
Levy Wealth Management Group
Pennsylvania
$785K -$2.75K -24 -0.3%
ACM
1352
AlphaStar Capital Management
North Carolina
$784K -$277K -2,444 -26%
BOPW
1353
Brandywine Oak Private Wealth
Pennsylvania
$782K +$2.75K +24 +0.4%
MWM
1354
Maripau Wealth Management
Indiana
$780K +$780K +7,311 New
CG
1355
Corundum Group
Colorado
$778K
FA
1356
Financial Advisors
Massachusetts
$773K -$5.84K -51 -0.7%
LCC
1357
Lincoln Capital Corp
Rhode Island
$772K +$11.4K +100 +2%
CCM
1358
Coldstream Capital Management
Washington
$772K +$17.8K +155 +2%
WPC
1359
Waters Parkerson & Co
Louisiana
$770K
BAM
1360
Barrett Asset Management
New York
$769K -$14.2K -124 -2%
AWM
1361
Avondale Wealth Management
Texas
$768K -$1.58M -13,828 -67%
SFG
1362
Sather Financial Group
Texas
$764K
JCM
1363
Jacobi Capital Management
Pennsylvania
$760K +$96.9K +846 +15%
PCM
1364
Perritt Capital Management
Illinois
$759K
HWA
1365
Hillcrest Wealth Advisors
New Jersey
$759K
IC
1366
IEQ Capital
California
$756K -$143K -1,247 -16%
LA
1367
LexAurum Advisors
Kansas
$754K -$29.2K -255 -4%
GWM
1368
Greenhouse Wealth Management
Connecticut
$749K +$8.13K +71 +1%
WPC
1369
Wedmont Private Capital
Pennsylvania
$747K +$747K +6,611 New
MWM
1370
McNaughton Wealth Management
California
$742K
RA
1371
Riverstone Advisors
Texas
$742K +$527K +4,601 +245%
HT
1372
HighTower Trust
Texas
$741K +$741K +6,471 New
PG
1373
Proffitt & Goodson
Tennessee
$738K
AA
1374
Advisory Alpha
Michigan
$736K -$11.3K -99 -2%
GA
1375
Greenspring Advisors
Maryland
$734K +$734K +6,411 New