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iShares Core S&P Small-Cap ETF

1,804 hedge funds and large institutions have $47.2B invested in iShares Core S&P Small-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 884 increasing their positions, 582 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,804
Holders Change
-5
Holders Change %
-0.28%
% of All Funds
31.68%
Holding in Top 10
299
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-8.28%
% of All Funds
5.25%
New
92
Increased
884
Reduced
582
Closed
67
Calls
$90.3M
Puts
$178M
Net Calls
-$87.9M
Net Calls Change
-$258M
Name Holding Trade Value Shares
Change
Shares
Change %
WPW
776
Waldron Private Wealth
Pennsylvania
$3.04M +$816K +7,473 +37%
SW
777
StrongBox Wealth
Missouri
$3.04M +$435K +3,986 +17%
BHWM
778
Bay Harbor Wealth Management
Maryland
$3.02M +$85.5K +783 +3%
EPM
779
Elm Partners Management
Pennsylvania
$3.02M +$167K +1,526 +6%
LWM
780
Liberty Wealth Management
California
$3.01M +$127K +1,167 +4%
KA
781
Kovack Advisors
Florida
$3M +$109K +999 +4%
FNBOSM
782
First National Bank of South Miami
Florida
$2.99M +$149K +1,368 +5%
V
783
VeraBank
Texas
$2.98M +$197K +1,808 +7%
AIP
784
Ameritas Investment Partners
Nebraska
$2.98M +$35.3K +323 +1%
SAS
785
Sanford Advisory Services
Michigan
$2.97M +$138K +1,263 +5%
GSWM
786
Golden State Wealth Management
California
$2.96M -$44.8K -410 -1%
DWM
787
Defined Wealth Management
Oregon
$2.9M -$1.17M -10,750 -29%
AWA
788
Arkadios Wealth Advisors
Georgia
$2.89M -$1.69M -15,445 -37%
CAM
789
Cozad Asset Management
Illinois
$2.89M +$98.5K +902 +4%
PIA
790
Perennial Investment Advisors
California
$2.88M +$92K +843 +3%
CWM
791
Capital Wealth Management
Rhode Island
$2.87M -$269K -2,461 -9%
Koshinski Asset Management
792
Koshinski Asset Management
Illinois
$2.87M +$227K +2,076 +9%
AC
793
Abbrea Capital
California
$2.87M -$5.24K -48 -0.2%
KFGK
794
Keystone Financial Group (Kentucky)
Kentucky
$2.85M +$140K +1,283 +5%
STB
795
S&T Bank
Pennsylvania
$2.85M +$197K +1,807 +7%
MAS
796
Madden Advisory Services
Florida
$2.85M +$109K +999 +4%
PSUF
797
People's United Financial
Connecticut
$2.85M -$121K -1,108 -4%
FWM
798
Filbrandt Wealth Management
Wisconsin
$2.84M -$123K -1,124 -4%
HIMC
799
Heritage Investors Management Corp
Maryland
$2.84M +$51K +467 +2%
SPFA
800
Summit Place Financial Advisors
New Jersey
$2.84M +$289K +2,651 +11%