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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 %
LPP
1951
Life Planning Partners
Florida
$50K +$50K +445 New
AIM
1952
Arcadia Investment Management
Michigan
$47K
RFA
1953
Reilly Financial Advisors
California
$46K -$1.38K -12 -3%
DAM
1954
Delta Asset Management
Tennessee
$46K
CAM
1955
Costello Asset Management
Pennsylvania
$46K
SWM
1956
Selective Wealth Management
Virginia
$43K +$43K +376 New
BW
1957
Bison Wealth
Georgia
$41K -$1.13M -9,910 -96%
LWA
1958
Lowe Wealth Advisors
Maryland
$41K
EWM
1959
Elmwood Wealth Management
California
$39K +$39K +342 New
CFCI
1960
Comprehensive Financial Consultants Institutional
Indiana
$39K +$39K +372 New
TCM
1961
Tradewinds Capital Management
Washington
$38K
FCMT
1962
Founders Capital Management (Texas)
Texas
$38K +$115 +1 +0.3%
AW
1963
Alaethes Wealth
Nevada
$35K
CBT
1964
CoreFirst Bank & Trust
Kansas
$34K
LJHT
1965
Laurie J. Hall Trustee
$34K
AWM
1966
Aspire Wealth Management
Massachusetts
$34K +$34K +293 New
BCPWM
1967
Bradley & Co Private Wealth Management
Florida
$33K
PIP
1968
Peachtree Investment Partners
Florida
$32K +$3.4K +30 +12%
LCOV
1969
London Company of Virginia
Virginia
$32K +$32K +283 New
KA
1970
Kozak & Associates
Colorado
$32K +$32K +301 New
HCP
1971
Hexagon Capital Partners
Arkansas
$30K
AWM
1972
Accel Wealth Management
Iowa
$30K
SPA
1973
Shore Point Advisors
New Jersey
$30K +$30K +261 New
GWM
1974
Grand Wealth Management
Michigan
$30K +$30K +263 New
KIG
1975
Kessler Investment Group
Indiana
$29K -$116K -998 -80%