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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 %
SIC
2026
SJS Investment Consulting
Ohio
$4K +$4K +32 New
LWMNY
2027
Landmark Wealth Management (New York)
New York
$4K +$4K +33,953 New
LWM
2028
Liberty Wealth Management
California
$3.31K -$3.01M -27,520 Closed
TVWM
2029
Tower View Wealth Management
Wisconsin
$3K
HFM
2030
Hartford Financial Management
Connecticut
$3K
EA
2031
Evolution Advisers
Virginia
$3K +$3K +27 New
FGAM
2032
Financial Gravity Asset Management
Texas
$2.67K +$2.56K +650 +2,407%
BIM
2033
Baldwin Investment Management
Pennsylvania
$2.35K -$14 -125 -0.6%
HWM
2034
Holloway Wealth Management
Florida
$2K
SCM
2035
SevenOneSeven Capital Management
Pennsylvania
$2K +$2K +18 New
FHC
2036
First Heartland Consultants
Missouri
$1.8K -$133 -1,165 -7%
CP
2037
Castleview Partners
Texas
$1.65K +$1.65K +188,554 New
WIM
2038
Westside Investment Management
California
$1.38K +$6 +51 +0.4%
EWA
2039
Evolution Wealth Advisors
Florida
$1.31K +$963 +8,410 +281%
DAC
2040
Dividend Assets Capital
South Carolina
$1K -$13.4K -134 -93%
AWA
2041
Aquire Wealth Advisors
Utah
$1K +$1K +11 New
FFG
2042
Ford Financial Group
California
$991 +$19 +169 +2%
SFCL
2043
Strengthening Families & Communities LLC
Massachusetts
$640 +$640 +829 New
RTC
2044
Riverview Trust Company
Washington
$34
BOS
2045
Bingham Osborn & Scarborough
California
-$57.2M -523,933 Closed
Jane Street
2046
Jane Street
New York
-$32.6M -298,427 Closed
MA
2047
MCF Advisors
Kentucky
-$22.4M -205,435 Closed
Fidelity International
2048
Fidelity International
Bermuda
-$20.9M -190,956 Closed
HF
2049
HRT Financial
New York
-$18.9M -172,703 Closed
BRC
2050
BHF RG Capital
Arizona
-$14M -127,776 Closed