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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 %
FMW
1026
Farr Miller & Washington
District of Columbia
$1.46M +$125K +1,104 +9%
BB
1027
Busey Bank
Illinois
$1.46M -$26K -230 -2%
BO
1028
BRR OpCo
Ohio
$1.45M +$75.5K +668 +6%
TA
1029
Townsend & Associates
Colorado
$1.45M +$39.5K +352 +3%
FWP
1030
Firethorn Wealth Partners
Georgia
$1.44M +$21.6K +191 +2%
CF
1031
Centaurus Financial
California
$1.44M -$43.9K -389 -3%
ATWA
1032
Arbor Trust Wealth Advisors
Michigan
$1.44M -$2.82K -25 -0.2%
PW
1033
Peninsula Wealth
California
$1.43M -$9.72K -86 -0.7%
RPGK
1034
Retirement Planning Group (Kansas)
Kansas
$1.43M -$59.4K -526 -4%
MLIC
1035
Mandatum Life Insurance Company
Finland
$1.43M +$610K +5,400 +75%
HIS
1036
Horizon Investment Services
Indiana
$1.43M +$217K +1,921 +18%
BA
1037
Ballast Advisors
Minnesota
$1.42M +$3.16K +28 +0.2%
CL
1038
Choreo LLC
Illinois
$1.42M +$79.8K +706 +6%
CFFP
1039
Center for Financial Planning
Michigan
$1.42M +$27.5K +243 +2%
TAM
1040
Townsend Asset Management
North Carolina
$1.42M +$32.3K +286 +2%
S
1041
SignatureFD
Georgia
$1.42M +$313K +2,768 +28%
NCM
1042
Nelson Capital Management
California
$1.41M -$20.1K -178 -1%
DBT
1043
Dubuque Bank & Trust
Iowa
$1.41M +$115K +1,014 +9%
WA
1044
WP Advisors
California
$1.41M +$6.55K +58 +0.5%
HWMA
1045
Heritage Wealth Management (Arizona)
Arizona
$1.4M -$1.05M -9,325 -43%
WHG
1046
Westwood Holdings Group
Texas
$1.39M -$349K -3,093 -20%
HCM
1047
Howland Capital Management
Massachusetts
$1.39M +$34.7K +307 +3%
FPW
1048
Flagship Private Wealth
Massachusetts
$1.39M +$22.8K +207 +2%
BWA
1049
Beam Wealth Advisors
Louisiana
$1.38M -$10.3K -91 -0.7%
NYLIM
1050
New York Life Investment Management
New York
$1.38M -$409K -3,620 -23%