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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 %
SHJ
476
Sharkey, Howes & Javer
Colorado
$8.9M +$1.6M +14,182 +22%
CPIG
477
Chicago Partners Investment Group
Illinois
$8.87M +$278K +2,538 +3%
MFM
478
Mirsky Financial Management
New York
$8.86M +$2.34M +20,735 +36%
IAN
479
Integrated Advisors Network
Texas
$8.83M +$2.32M +20,571 +36%
TYCC
480
Texas Yale Capital Corp
Florida
$8.81M
OIA
481
OneDigital Investment Advisors
Kansas
$8.74M +$1.04M +9,235 +14%
CASB
482
Cape Ann Savings Bank
Massachusetts
$8.73M -$25.9K -229 -0.3%
HF
483
Halpern Financial
Virginia
$8.73M -$601K -5,318 -6%
RC
484
Rovin Capital
Arizona
$8.67M -$544K -4,817 -6%
JA
485
JVL Associates
Michigan
$8.61M +$135K +1,196 +2%
AC
486
Asio Capital
Kentucky
$8.61M +$233K +2,061 +3%
MCA
487
Magnolia Capital Advisors
Mississippi
$8.61M +$8.61M +76,167 New
GCA
488
Greenwood Capital Associates
South Carolina
$8.55M +$391K +3,460 +5%
CIM
489
CIM Investment Management
Pennsylvania
$8.54M -$39.7K -351 -0.5%
CCM
490
Canal Capital Management
Virginia
$8.53M +$1.65M +14,565 +24%
KWP
491
Keystone Wealth Partners
Arizona
$8.49M +$962K +8,511 +13%
IA
492
IFP Advisors
Florida
$8.48M -$3.51M -31,118 -29%
CFO
493
CVA Family Office
Colorado
$8.36M +$3.52M +31,116 +73%
BA
494
Bellwether Advisors
Nebraska
$8.33M +$107K +948 +1%
DL
495
DOHJ LLC
Washington
$8.26M +$2.67M +23,668 +48%
CC
496
Courier Capital
New York
$8.23M +$30.6K +271 +0.4%
SFG
497
Summit Financial Group
West Virginia
$8.17M -$124K -1,096 -1%
ECM
498
Evergreen Capital Management
Washington
$8.17M +$32.2K +285 +0.4%
ACB
499
Aristotle Capital Boston
Massachusetts
$8.16M -$317K -2,803 -4%
DWM
500
Darwin Wealth Management
Florida
$8.14M +$5.23M +46,289 +180%