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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 %
WG
1851
Watchman Group
Texas
$207K +$207K +1,807 New
NWM
1852
Northwest Wealth Management
Iowa
$205K +$205K +1,790 New
WMA
1853
Wealth Management Associates
New Jersey
$205K -$30.1K -263 -13%
PFBT
1854
Parkside Financial Bank & Trust
Missouri
$204K
MWA
1855
Monograph Wealth Advisors
California
$204K +$204K +1,778 New
WBC
1856
West Branch Capital
Massachusetts
$203K -$16.8K -147 -8%
DWM
1857
Dopkins Wealth Management
New York
$203K +$203K +1,769 New
BFIM
1858
Beese Fulmer Investment Management
Ohio
$203K +$203K +1,774 New
GF
1859
Gries Financial
Ohio
$203K +$203K +1,775 New
AWA
1860
Aletheian Wealth Advisors
Washington
$202K +$202K +1,767 New
MRCM
1861
M&R Capital Management
New Jersey
$201K +$81K +709 +68%
CC
1862
Cannell & Co
New York
$201K +$201K +1,754 New
VWM
1863
Vigilare Wealth Management
Arizona
$201K +$201K +1,757 New
LTI
1864
Laffer Tengler Investments
Tennessee
$196K
IRAG
1865
Investment Research & Advisory Group
Georgia
$193K
AIA
1866
Armor Investment Advisors
North Carolina
$190K +$7.77K +68 +4%
BCP
1867
Blue Chip Partners
Michigan
$189K +$115 +1 +0.1%
FDCDDQ
1868
Federation des caisses Desjardins du Quebec
Quebec, Canada
$188K +$9.73K +85 +5%
OIA
1869
Optimum Investment Advisors
Illinois
$186K
DI
1870
Disciplined Investments
Oklahoma
$183K -$22.4K -195 -11%
GI
1871
Gradient Investments
Minnesota
$182K +$1.72K +15 +1%
MCM
1872
Manchester Capital Management
Vermont
$180K +$19.9K +174 +12%
BL
1873
Balentine LLC
Georgia
$177K -$21K -184 -11%
AA
1874
Addison Advisors
Vermont
$177K
FPB
1875
First PREMIER Bank
South Dakota
$176K