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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 %
SCA
2001
Stonebridge Capital Advisors
Minnesota
$10K -$64.4K -586 -87%
FPFS
2002
First Personal Financial Services
North Carolina
$10K
SIS
2003
Sound Income Strategies
Florida
$10K +$111 +1 +1%
BHWM
2004
Beaird Harris Wealth Management
Texas
$10K +$10K +83 New
PP
2005
PFS Partners
New Jersey
$9.89K +$9.89K +86 New
PK
2006
Pflug Koory
Nebraska
$9K
RI
2007
Rinkey Investments
California
$8K +$8K +72 New
ARIS
2008
Advanced Research Investment Solutions
California
$8K +$8K +75 New
AWM
2009
AllSquare Wealth Management
New York
$7K
SL
2010
Savior LLC
Massachusetts
$7K +$3.22K +29 +85%
CWM
2011
CarsonAllaria Wealth Management
Illinois
$7K +$7K +60 New
VCM
2012
Versant Capital Management
Arizona
$6K -$16.6K -155 -73%
GG
2013
Gleason Group
Kentucky
$6K
HFA
2014
HC Financial Advisors
California
$6K
YAL
2015
Your Advocates Ltd
Texas
$6K
IF
2016
Integrity Financial
Wyoming
$6K +$6K +49 New
UFF
2017
USA Financial Formulas
Michigan
$6K +$6K +51 New
MW
2018
Milestone Wealth
New York
$6K +$6K +54 New
CP
2019
Corbenic Partners
Pennsylvania
$5K
FWA
2020
FSC Wealth Advisors
New York
$5K +$5K +40 New
QC
2021
Quent Capital
New York
$5K +$5K +43 New
TAM
2022
Tucker Asset Management
Colorado
$4.7K
BBHC
2023
Brown Brothers Harriman & Co
New York
$4.26K -$1.48K -12,881 -26%
CFN
2024
Cordasco Financial Network
Florida
$4K -$7.22K -65 -64%
OAJ
2025
Ogorek Anthony Joseph
New York
$4K