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iShares Core S&P Small-Cap ETF

1,785 hedge funds and large institutions have $47.9B invested in iShares Core S&P Small-Cap ETF in 2021 Q1 according to their latest regulatory filings, with 147 funds opening new positions, 772 increasing their positions, 682 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,785
Holders Change
+63
Holders Change %
+3.66%
% of All Funds
31.43%
Holding in Top 10
343
Holding in Top 10 Change
+53
Holding in Top 10 Change %
+18.28%
% of All Funds
6.04%
New
147
Increased
772
Reduced
682
Closed
63
Calls
$255M
Puts
$342M
Net Calls
-$87.1M
Net Calls Change
-$227M
Name Holding Trade Value Shares
Change
Shares
Change %
OPS
76
Orion Portfolio Solutions
Nebraska
$80.7M -$34.8M -320,564 -30%
AssetMark Inc
77
AssetMark Inc
California
$79.6M -$8.94M -82,369 -10%
HT
78
Hefren-Tillotson
Pennsylvania
$79.1M -$273K -2,518 -0.3%
SPIA
79
Steward Partners Investment Advisory
New York
$78.8M +$8.22M +75,698 +12%
GT
80
Greenleaf Trust
Michigan
$78.7M -$6.9M -63,586 -8%
WCF
81
West Coast Financial
California
$77.4M -$4.03M -37,153 -5%
HI
82
Horizon Investments
North Carolina
$76.4M +$76.4M +704,072 New
Jones Financial Companies
83
Jones Financial Companies
Missouri
$73.9M -$4.84M -44,476 -6%
V
84
Veritable
Delaware
$73.1M +$1.38M +12,722 +2%
BBA
85
BLB&B Advisors
Pennsylvania
$72M +$494K +4,548 +0.7%
HI
86
Harbour Investments
Wisconsin
$70.8M +$70.8M +651,960 New
FT
87
Fiduciary Trust
Massachusetts
$70M -$4.91M -45,262 -7%
LI
88
LVZ Inc
Michigan
$69.4M -$9.6M -88,490 -12%
JPMPWA
89
J.P. Morgan Private Wealth Advisors
California
$68.5M -$1.35M -12,423 -2%
UBV
90
United Bank (Virginia)
Virginia
$66.1M -$7.01M -64,565 -10%
APCM
91
Alaska Permanent Capital Management
Alaska
$65.2M -$5.95M -54,840 -8%
MCM
92
MAI Capital Management
Ohio
$64M +$2.11M +19,446 +3%
PAG
93
Private Advisor Group
New Jersey
$62.1M -$14.3M -131,776 -19%
GIM
94
Goelzer Investment Management
Indiana
$62M -$1.83M -16,864 -3%
VOYA Investment Management
95
VOYA Investment Management
Georgia
$60.4M -$20.8M -191,715 -26%
Barclays
96
Barclays
United Kingdom
$59.9M +$23.6M +217,023 +65%
SIC
97
Sigma Investment Counselors
Michigan
$59.4M -$4.55M -41,961 -7%
FBFS
98
First Business Financial Services
Wisconsin
$58.6M -$125K -1,156 -0.2%
BOS
99
Bingham Osborn & Scarborough
California
$58.4M -$805K -7,421 -1%
SLT
100
St Louis Trust
Missouri
$57.4M +$1.11M +10,244 +2%