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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 %
PWM
876
Provident Wealth Management
Tennessee
$2.5M +$143K +1,270 +6%
MCIA
877
Mountain Capital Investment Advisors
Colorado
$2.49M +$23.6K +217 +1%
NNP
878
Nachman Norwood & Parrott
South Carolina
$2.49M -$70.1K -621 -3%
BFO
879
Biltmore Family Office
North Carolina
$2.46M +$1.29M +11,374 +109%
PIMG
880
Patriot Investment Management Group
Tennessee
$2.46M -$15.9K -141 -0.6%
Legacy Financial Group (Iowa)
881
Legacy Financial Group (Iowa)
Iowa
$2.45M -$55.5K -491 -2%
WAP
882
Wealthcare Advisory Partners
Pennsylvania
$2.45M +$421K +3,729 +21%
Citadel Advisors
883
Citadel Advisors
Florida
$2.44M +$2.44M +21,615 New
MA
884
Mutual Advisors
Nebraska
$2.44M +$1.21M +10,691 +98%
RIA
885
Realta Investment Advisors
Delaware
$2.43M -$49.6K -439 -2%
PO
886
Private Ocean
California
$2.43M -$39.1K -346 -2%
CL
887
COWA LLC
Oklahoma
$2.42M -$477K -4,220 -16%
BFG
888
Baron Financial Group
New Jersey
$2.4M +$137K +1,210 +6%
ACP
889
Aveo Capital Partners
Colorado
$2.4M +$36.2K +320 +2%
SCA
890
Stillwater Capital Advisors
Pennsylvania
$2.4M +$41.6K +368 +2%
CSM
891
CAMG Solamere Management
North Carolina
$2.39M -$1.13K -10 -0%
FA
892
Fiducient Advisors
Illinois
$2.39M +$1.03M +9,100 +75%
AWG
893
Altus Wealth Group
Colorado
$2.38M +$24.2K +214 +1%
ACM
894
AUA Capital Management
Pennsylvania
$2.35M
JFGIW
895
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.34M +$151K +1,333 +7%
BIM
896
Baldwin Investment Management
Pennsylvania
$2.33M -$2.82K -25 -0.1%
OLA
897
Oliver Luxxe Assets
New Jersey
$2.33M +$23.3K +206 +1%
GFP
898
Gryphon Financial Partners
Ohio
$2.31M +$100K +990 +5%
BTWM
899
Baker Tilly Wealth Management
Wisconsin
$2.31M +$181K +1,603 +9%
SCM
900
SOL Capital Management
Maryland
$2.3M +$84.7K +750 +4%