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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 %
HA
1676
HFG Advisors
Ohio
$337K +$337K +2,943 New
CBTWT
1677
Community Bank & Trust (Waco, Texas)
Texas
$334K -$17.2K -150 -5%
SSC
1678
Syverson Strege & Co
Iowa
$334K
HCM
1679
Hodges Capital Management
Texas
$334K +$1.72K +15 +0.5%
LWP
1680
Lumature Wealth Partners
Georgia
$333K -$65.8K -575 -17%
GP
1681
Girard Partners
Pennsylvania
$333K +$17.6K +154 +6%
SBIA
1682
Sheaff Brock Investment Advisors
Indiana
$332K -$22.7K -198 -6%
BC
1683
Burney Company
Virginia
$332K +$116K +1,013 +54%
WCG
1684
Weaver Consulting Group
California
$328K +$328K +2,869 New
CWM
1685
Circle Wealth Management
New Jersey
$327K
MWM
1686
Merriman Wealth Management
Washington
$325K -$6.8M -59,434 -95%
EP
1687
EPIQ Partners
Minnesota
$325K
CAG
1688
Curtis Advisory Group
California
$320K
CWA
1689
Clearview Wealth Advisors
Oregon
$319K -$1.95K -17 -0.6%
NHC
1690
Nicholas Hoffman & Company
Georgia
$319K +$1.26K +11 +0.4%
LAIC
1691
Lederer & Associates Investment Counsel
California
$318K
HDIM
1692
Hanson & Doremus Investment Management
Vermont
$318K
SPWM
1693
Schrum Private Wealth Management
Florida
$318K +$318K +2,772 New
SWM
1694
SFG Wealth Management
Maryland
$318K +$318K +2,774 New
IIM
1695
Ipswich Investment Management
Massachusetts
$316K
BWM
1696
BCGM Wealth Management
Indiana
$316K +$343 +3 +0.1%
KTC
1697
Kistler-Tiffany Companies
Pennsylvania
$315K -$2.29K -20 -0.7%
RWG
1698
Regal Wealth Group
California
$314K +$1.15K +10 +0.4%
IPW
1699
Inlet Private Wealth
Florida
$313K +$12.8K +112 +4%
FA
1700
FC Advisory
Pennsylvania
$313K +$21.2K +185 +7%