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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 %
CAM
801
Concorde Asset Management
Michigan
$3.01M -$385K -3,406 -11%
SEI Investments
802
SEI Investments
Pennsylvania
$3M +$243K +2,150 +9%
KA
803
Kovack Advisors
Florida
$2.99M +$50K +443 +2%
LGA
804
Lebenthal Global Advisors
New York
$2.98M -$49.5K -438 -2%
WF
805
Williams Financial
Vermont
$2.98M -$114K -1,012 -4%
LWM
806
Liberty Wealth Management
California
$2.98M +$194K +1,722 +7%
AC
807
Abbrea Capital
California
$2.97M +$17.7K +157 +0.6%
EPM
808
Elm Partners Management
Pennsylvania
$2.95M -$74.7K -661 -2%
GCA
809
Genesee Capital Advisors
New York
$2.95M +$2.95M +26,147 New
IA
810
IAM Advisory
Pennsylvania
$2.95M +$2.95M +26,147 New
FNBOSM
811
First National Bank of South Miami
Florida
$2.94M +$672K +5,952 +30%
Mackenzie Financial
812
Mackenzie Financial
Ontario, Canada
$2.94M -$474K -4,197 -14%
SAS
813
Sanford Advisory Services
Michigan
$2.93M +$196K +1,735 +7%
CHC
814
City Holding Co
West Virginia
$2.9M +$171K +1,511 +6%
AWM
815
Avior Wealth Management
Nebraska
$2.9M +$397K +3,517 +16%
NWA
816
Navis Wealth Advisors
New York
$2.9M +$13.4K +119 +0.5%
PIA
817
Perennial Investment Advisors
California
$2.89M -$13.6K -120 -0.5%
HIMC
818
Heritage Investors Management Corp
Maryland
$2.89M +$155K +1,372 +6%
WS
819
Wedbush Securities
California
$2.89M +$79.9K +707 +3%
CAM
820
Cozad Asset Management
Illinois
$2.89M +$362K +3,205 +14%
V
821
VeraBank
Texas
$2.88M -$108K -954 -4%
RFN
822
RDA Financial Network
Iowa
$2.88M -$1.84M -16,315 -39%
UBG
823
United Bank (Georgia)
Georgia
$2.88M -$163K -1,442 -5%
BWAM
824
Boyd Watterson Asset Management
Ohio
$2.85M
SC
825
Sepio Capital
Utah
$2.84M -$256K -2,264 -8%