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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 %
SCM
1726
Seascape Capital Management
New Hampshire
$297K
CWM
1727
Concentric Wealth Management
California
$296K +$459 +4 +0.2%
IFS
1728
Ifrah Financial Services
Arkansas
$294K +$3.44K +30 +1%
SCM
1729
Stordahl Capital Management
Colorado
$292K -$14.9K -130 -5%
PTB
1730
Pioneer Trust Bank
Oregon
$292K
RCG
1731
Resource Consulting Group
Florida
$292K +$292K +2,549 New
TWA
1732
TCI Wealth Advisors
Arizona
$290K -$63.8K -557 -18%
HGWM
1733
Horst & Graben Wealth Management
Oregon
$289K -$1.6K -14 -0.6%
TFA
1734
Teamwork Financial Advisors
Texas
$288K -$192K -1,672 -40%
APW
1735
Acima Private Wealth
Virginia
$287K +$169K +1,478 +143%
TCMP
1736
Thrive Capital Management (Pennsylvania)
Pennsylvania
$287K +$287K +2,508 New
HC
1737
Hamilton Capital
Ohio
$286K +$286K +2,499 New
PP
1738
Patten & Patten
Tennessee
$285K +$11.5K +100 +4%
ACM
1739
Argent Capital Management
Missouri
$283K
VWA
1740
VERITY Wealth Advisors
United States
$283K +$114 +1 +0%
SAM
1741
Strategy Asset Managers
California
$280K -$1.09M -9,505 -80%
TB
1742
Terril Brothers
Missouri
$280K
WAM
1743
Weatherly Asset Management
California
$280K +$1.03K +9 +0.4%
VCM
1744
Virtue Capital Management
Tennessee
$280K +$280K +2,448 New
NB
1745
Nicolet Bankshares
Wisconsin
$277K +$2.52K +22 +0.9%
IC
1746
Iconiq Capital
California
$276K +$1.83K +16 +0.7%
AI
1747
AXS Investments
New York
$275K -$139K -1,211 -34%
NEWAS
1748
N.E.W. Advisory Services
Wisconsin
$275K -$12.2K -107 -4%
CK
1749
Cohen Klingenstein
New York
$275K
PIM
1750
Progressive Investment Management
Oregon
$275K