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iShares Core S&P Small-Cap ETF

1,785 hedge funds and large institutions have $47.9B invested in iShares Core S&P Small-Cap ETF in 2021 Q1 according to their latest regulatory filings, with 147 funds opening new positions, 772 increasing their positions, 682 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,785
Holders Change
+63
Holders Change %
+3.66%
% of All Funds
31.43%
Holding in Top 10
343
Holding in Top 10 Change
+53
Holding in Top 10 Change %
+18.28%
% of All Funds
6.04%
New
147
Increased
772
Reduced
682
Closed
63
Calls
$255M
Puts
$342M
Net Calls
-$87.1M
Net Calls Change
-$227M
Name Holding Trade Value Shares
Change
Shares
Change %
RCAG
326
Rehmann Capital Advisory Group
Michigan
$14.3M +$1.7M +15,625 +13%
VBFG
327
Vishria Bird Financial Group
Tennessee
$14.2M -$227K -2,088 -2%
CFO
328
Colony Family Offices
North Carolina
$14.1M +$2.08M +19,205 +17%
EA
329
Evergreen Advisors
Tennessee
$13.9M +$499K +4,601 +4%
CPO
330
Cerity Partners OCIO
New York
$13.8M +$3.51M +32,335 +34%
NCM
331
Novare Capital Management
North Carolina
$13.8M +$13.3M +122,175 +2,326%
NFG
332
Nations Financial Group
Iowa
$13.7M -$51.1K -471 -0.4%
FWP
333
FAS Wealth Partners
Kansas
$13.7M +$837K +7,713 +7%
TCOV
334
Trust Company of Vermont
Vermont
$13.7M -$347K -3,198 -2%
HI
335
Hudock Inc
Pennsylvania
$13.7M -$1.79M -16,499 -12%
CBB
336
Citizens Business Bank
California
$13.7M -$1.47M -13,570 -10%
EVM
337
Eaton Vance Management
Massachusetts
$13.7M -$877K -8,078 -6%
VCM
338
Verde Capital Management
Michigan
$13.6M +$324K +2,989 +2%
MSA
339
Marino Stram & Associates
Massachusetts
$13.6M +$22.4K +206 +0.2%
FCBT
340
First Citizens Bank & Trust
North Carolina
$13.5M -$3.02M -27,812 -18%
HSBC Holdings
341
HSBC Holdings
United Kingdom
$13.5M -$652K -6,007 -5%
GL
342
Graypoint LLC
New York
$13.4M +$8.63M +115,980 +181%
Natixis Advisors
343
Natixis Advisors
Massachusetts
$13.4M -$2.57M -23,673 -16%
PWLP
344
Prio Wealth Limited Partnership
Massachusetts
$13.3M +$542K +4,995 +4%
PI
345
Pachira Investments
California
$13.3M +$418K +3,855 +3%
NCM
346
Neumann Capital Management
California
$13.1M -$711K -6,547 -5%
EL
347
EQ LLC
Washington
$13M +$3.88M +35,736 +43%
SAS
348
Sage Advisory Services
Texas
$12.9M -$12.6M -115,725 -49%
HFA
349
High Falls Advisors
New York
$12.9M +$944K +8,698 +8%
MAS
350
Managed Account Services
Florida
$12.9M -$373K -3,437 -3%