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iShares Core S&P Small-Cap ETF

1,809 hedge funds and large institutions have $48.7B invested in iShares Core S&P Small-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 884 increasing their positions, 638 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,809
Holders Change
+24
Holders Change %
+1.34%
% of All Funds
31.58%
Holding in Top 10
326
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-4.96%
% of All Funds
5.69%
New
98
Increased
884
Reduced
638
Closed
53
Calls
$293M
Puts
$123M
Net Calls
+$170M
Net Calls Change
+$257M
Name Holding Trade Value Shares
Change
Shares
Change %
RCAG
301
Rehmann Capital Advisory Group
Michigan
$15.4M +$245K +2,125 +2%
ST
302
Smithfield Trust
Pennsylvania
$15.4M -$526K -4,656 -3%
KWMG
303
King Wealth Management Group
Florida
$15.4M +$479K +4,240 +3%
NCMW
304
Northern Capital Management (Washington)
Washington
$15.3M +$154K +1,361 +1%
NCM
305
Noesis Capital Mangement
Florida
$15.3M +$98.2K +921 +0.6%
NEPPG
306
New England Professional Planning Group
Rhode Island
$15.2M -$201K -1,788 -1%
CFO
307
Colony Family Offices
North Carolina
$15.1M +$486K +4,300 +3%
IWS
308
Insight Wealth Strategies
California
$15.1M -$517K -4,573 -3%
ZCM
309
Ziegler Capital Management
Illinois
$15.1M -$435K -3,848 -3%
HR
310
Hardy Reed
Mississippi
$15M
NCM
311
Novare Capital Management
North Carolina
$14.9M +$536K +4,748 +4%
FA
312
Fountainhead AM
New Jersey
$14.7M -$17.5K -161 -0.1%
VCM
313
Verde Capital Management
Michigan
$14.7M +$510K +4,514 +4%
FWP
314
FAS Wealth Partners
Kansas
$14.7M +$425K +3,763 +3%
NA
315
Nottingham Advisors
New York
$14.6M -$1.34M -11,919 -8%
NFG
316
Nations Financial Group
Iowa
$14.6M +$320K +2,834 +2%
EWA
317
Encompass Wealth Advisors
Oregon
$14.6M -$589K -5,214 -4%
TCOV
318
Trust Company of Vermont
Vermont
$14.6M +$315K +2,784 +2%
Natixis Advisors
319
Natixis Advisors
Massachusetts
$14.5M +$608K +5,379 +4%
APA
320
Allegiant Private Advisors
Florida
$14.5M -$1.04M -9,202 -7%
BFO
321
Boston Family Office
Massachusetts
$14.4M -$927K -8,208 -6%
HI
322
Hudock Inc
Pennsylvania
$14.3M +$119K +1,050 +0.8%
RSWM
323
Robertson Stephens Wealth Management
California
$14.3M -$2.68M -23,733 -16%
CB
324
Community Bank
New York
$14.3M -$663K -5,866 -4%
KFAA
325
Klaas Financial Asset Advisors
Illinois
$14.2M -$1.13M -10,007 -7%