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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 %
RWA
926
River Wealth Advisors
Pennsylvania
$2.13M +$183K +1,622 +9%
PAM
927
Premier Asset Management
Illinois
$2.13M +$510K +4,514 +32%
PP
928
Palladium Partners
Virginia
$2.12M -$34.4K -304 -2%
KC
929
Kingfisher Capital
North Carolina
$2.12M +$78.1K +691 +4%
PB
930
Pinnacle Bancorp
Nebraska
$2.11M +$86K +761 +4%
MAWCM
931
Mine & Arao Wealth Creation & Management
California
$2.11M +$69.5K +615 +3%
SWP
932
Summit Wealth Partners
Florida
$2.1M +$68.8K +609 +3%
BMD
933
Better Money Decisions
New Mexico
$2.09M -$53.7K -475 -3%
LDFR
934
Lehman & Derafelo Financial Resources
Pennsylvania
$2.09M +$2.82K +25 +0.1%
ODCM
935
Old Dominion Capital Management
Virginia
$2.09M +$28.2K +250 +1%
SSWM
936
Sheets Smith Wealth Management
North Carolina
$2.08M -$8.81K -78 -0.4%
FHC
937
First Heartland Consultants
Missouri
$2.08M +$187K +1,653 +10%
DFA
938
Delta Financial Advisors
Louisiana
$2.08M -$141K -1,245 -6%
CAG
939
Csenge Advisory Group
Florida
$2.07M -$740K -6,507 -26%
DLHL
940
Donald L. Hagan LLC
Florida
$2.07M -$1.4M -12,398 -40%
PIM
941
Penobscot Investment Management
Massachusetts
$2.07M +$148K +1,310 +8%
GPWA
942
Great Point Wealth Advisors
Massachusetts
$2.06M -$1.02K -9 -0%
BMCM
943
Bryn Mawr Capital Management
Pennsylvania
$2.06M +$190K +1,682 +10%
BHBT
944
Burke & Herbert Bank & Trust
Virginia
$2.05M +$10.8K +96 +0.5%
LC
945
LCNB Corp
Ohio
$2.05M +$25.2K +223 +1%
TH
946
TCTC Holdings
Texas
$2.04M +$126K +1,112 +7%
WQ
947
Wealth Quarterback
New Jersey
$2.04M +$2.04M +18,027 New
PA
948
Probity Advisors
Texas
$2.03M -$59.2K -524 -3%
LNWWM
949
Laird Norton Wetherby Wealth Management
California
$2.03M +$316K +2,795 +18%
AF
950
Advisornet Financial
Minnesota
$2M -$314K -2,776 -14%